What Akamai's FY2025 10-K says: 12 signals
Akamai filed its latest 10-K with the SEC on Feb 20, 2026. It discusses capex increase, AI investment and product launch.
Public (AKAM)Software Development10,000+ employeesakamai.comLinkedIn
- Filed
- Feb 20, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 10
What Akamai's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
Akamai is aggressively expanding its cloud computing capabilities through recent acquisitions (Fermyon for WebAssembly, Red Kubes for Kubernetes) and organic investment to compete with hyperscalers, indicating significant capital spend on infrastructure and integration.
cloud computingKubernetesWebAssemblyedge computing
The company is making a major strategic push into Artificial Intelligence, launching new platforms for AI security and edge inference.
AIgenerative AILLMsedge AI
This acquisition is central to Akamai's strategy of shifting AI inference to the edge, aiming to offer improved performance and lower costs for edge-native applications.
AIAI inferenceserverlessWebAssembly
This major strategic launch aims to provide low-latency, real-time edge AI processing, addressing the growing demand for agentic AI workloads.
AIAI inferenceedge AIdata centers
Akamai acquired Noname Security in June 2024 to create a complete API security suite.
API securityNeosec, Inc.Noname Security Ltd.
The company's legacy delivery solutions business is facing significant headwinds from ongoing competition, pricing pressure, and customers opting for 'do-it-yourself' (DIY) solutions.
content delivery
Launched 'Firewall for AI' in 2025 to protect against new AI-related cyberthreats.
This new product addresses a critical security gap for organizations deploying Large Language Models (LLMs) and generative AI, which are vulnerable to prompt injections and data scraping.
AIgenerative AILLMsWAF
Launched Akamai App Platform in Nov 2024 after acquiring Kubernetes specialist Red Kubes.
The new platform, built on Otomi technology, automates Kubernetes cluster provisioning to cut deployment time from months to under an hour.
cloud computingKubernetescloud nativeRed Kubes Holding B.V.
Launched 'Firewall for AI' in 2025 to protect LLMs and AI applications from new threats.
Akamai is addressing new security vulnerabilities in AI like prompt injection and data scraping, which existing WAFs can't handle.
AIgenerative AILLMsWAF
Akamai acknowledges that a few large competitors in AI and cloud computing have greater purchasing power and priority access to key resources like servers and power.
AIcloud computing
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .