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C3.ai, Inc.(AI)与阿卡迈(AKAM)财务数据对比。点击上方公司名可切换其他公司
阿卡迈的季度营收约是C3.ai, Inc.的14.6倍($1.1B vs $75.1M)。阿卡迈净利率更高(7.8% vs -139.3%,领先147.1%)。阿卡迈同比增速更快(7.4% vs -20.3%)。阿卡迈自由现金流更多($234.9M vs $-46.9M)。过去两年阿卡迈的营收复合增速更高(5.3% vs -2.1%)
C3.ai是全球领先的企业级人工智能软件供应商,主要开发销售可扩展的AI应用、平台工具及垂直行业定制解决方案,服务覆盖制造、能源、金融、医疗、公共部门等领域,助力客户优化运营、降本增效、管控风险,实现数据驱动的业务决策。
阿卡迈是全球领先的云服务提供商,业务覆盖美国及全球其他地区,可为客户提供内容与商业应用的安全防护、分发及性能优化服务。其云解决方案能保障基础设施、网站、应用、API及用户免受各类网络攻击,同时提升运行效率,还可针对动态网站、应用及媒体场景提供Web与移动端性能优化方案。
AI vs AKAM — 直观对比
营收规模更大
AKAM
是对方的14.6倍
$75.1M
营收增速更快
AKAM
高出27.7%
-20.3%
净利率更高
AKAM
高出147.1%
-139.3%
自由现金流更多
AKAM
多$281.8M
$-46.9M
两年增速更快
AKAM
近两年复合增速
-2.1%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $75.1M | $1.1B |
| 净利润 | $-104.7M | $85.1M |
| 毛利率 | 40.4% | 58.7% |
| 营业利润率 | -149.2% | 8.7% |
| 净利率 | -139.3% | 7.8% |
| 营收同比 | -20.3% | 7.4% |
| 净利润同比 | -58.7% | -39.2% |
| 每股收益(稀释后) | $-0.75 | $0.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AI
AKAM
| Q4 25 | $75.1M | $1.1B | ||
| Q3 25 | $70.3M | $1.1B | ||
| Q2 25 | $108.7M | $1.0B | ||
| Q1 25 | $98.8M | $1.0B | ||
| Q4 24 | $94.3M | $1.0B | ||
| Q3 24 | $87.2M | $1.0B | ||
| Q2 24 | $86.6M | $979.6M | ||
| Q1 24 | $78.4M | $987.0M |
净利润
AI
AKAM
| Q4 25 | $-104.7M | $85.1M | ||
| Q3 25 | $-116.8M | $140.2M | ||
| Q2 25 | $-79.7M | $103.6M | ||
| Q1 25 | $-80.2M | $123.2M | ||
| Q4 24 | $-66.0M | $139.9M | ||
| Q3 24 | $-62.8M | $57.9M | ||
| Q2 24 | $-72.9M | $131.7M | ||
| Q1 24 | $-72.6M | $175.4M |
毛利率
AI
AKAM
| Q4 25 | 40.4% | 58.7% | ||
| Q3 25 | 37.6% | 59.3% | ||
| Q2 25 | 62.1% | 59.1% | ||
| Q1 25 | 59.1% | 58.7% | ||
| Q4 24 | 61.3% | 59.4% | ||
| Q3 24 | 59.8% | 59.3% | ||
| Q2 24 | 59.6% | 58.9% | ||
| Q1 24 | 57.8% | 60.0% |
营业利润率
AI
AKAM
| Q4 25 | -149.2% | 8.7% | ||
| Q3 25 | -177.7% | 15.7% | ||
| Q2 25 | -81.8% | 14.5% | ||
| Q1 25 | -88.7% | 15.2% | ||
| Q4 24 | -79.8% | 14.5% | ||
| Q3 24 | -83.2% | 7.0% | ||
| Q2 24 | -95.1% | 15.1% | ||
| Q1 24 | -105.3% | 16.9% |
净利率
AI
AKAM
| Q4 25 | -139.3% | 7.8% | ||
| Q3 25 | -166.2% | 13.3% | ||
| Q2 25 | -73.3% | 9.9% | ||
| Q1 25 | -81.2% | 12.1% | ||
| Q4 24 | -69.9% | 13.7% | ||
| Q3 24 | -72.0% | 5.8% | ||
| Q2 24 | -84.2% | 13.4% | ||
| Q1 24 | -92.6% | 17.8% |
每股收益(稀释后)
AI
AKAM
| Q4 25 | $-0.75 | $0.57 | ||
| Q3 25 | $-0.86 | $0.97 | ||
| Q2 25 | $-0.60 | $0.71 | ||
| Q1 25 | $-0.62 | $0.82 | ||
| Q4 24 | $-0.52 | $0.92 | ||
| Q3 24 | $-0.50 | $0.38 | ||
| Q2 24 | $-0.59 | $0.86 | ||
| Q1 24 | $-0.60 | $1.11 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $675.0M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $771.9M | $5.0B |
| 总资产 | $961.3M | $11.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
AI
AKAM
| Q4 25 | $675.0M | $1.2B | ||
| Q3 25 | $711.9M | $1.1B | ||
| Q2 25 | $742.7M | $966.6M | ||
| Q1 25 | $724.3M | $1.3B | ||
| Q4 24 | $730.4M | $1.6B | ||
| Q3 24 | $762.5M | $1.7B | ||
| Q2 24 | $750.4M | $1.6B | ||
| Q1 24 | $723.3M | $1.7B |
股东权益
AI
AKAM
| Q4 25 | $771.9M | $5.0B | ||
| Q3 25 | $798.8M | $4.7B | ||
| Q2 25 | $838.3M | $4.5B | ||
| Q1 25 | $860.2M | $4.6B | ||
| Q4 24 | $859.0M | $4.9B | ||
| Q3 24 | $874.9M | $4.8B | ||
| Q2 24 | $873.4M | $4.8B | ||
| Q1 24 | $898.0M | $4.6B |
总资产
AI
AKAM
| Q4 25 | $961.3M | $11.5B | ||
| Q3 25 | $968.7M | $10.8B | ||
| Q2 25 | $1.0B | $10.5B | ||
| Q1 25 | $1.1B | $10.0B | ||
| Q4 24 | $1.0B | $10.4B | ||
| Q3 24 | $1.1B | $10.2B | ||
| Q2 24 | $1.0B | $10.1B | ||
| Q1 24 | $1.1B | $9.9B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $-46.5M | $366.6M |
| 自由现金流经营现金流 - 资本支出 | $-46.9M | $234.9M |
| 自由现金流率自由现金流/营收 | -62.4% | 21.5% |
| 资本支出强度资本支出/营收 | 0.5% | 12.0% |
| 现金转化率经营现金流/净利润 | — | 4.31× |
| 过去12个月自由现金流最近4个季度 | $-93.2M | $1.0B |
8季度趋势,按日历期对齐
经营现金流
AI
AKAM
| Q4 25 | $-46.5M | $366.6M | ||
| Q3 25 | $-33.5M | $441.8M | ||
| Q2 25 | $11.3M | $459.1M | ||
| Q1 25 | $-22.0M | $251.2M | ||
| Q4 24 | $-38.7M | $343.8M | ||
| Q3 24 | $8.0M | $392.5M | ||
| Q2 24 | $21.3M | $431.0M | ||
| Q1 24 | $-39.1M | $351.9M |
自由现金流
AI
AKAM
| Q4 25 | $-46.9M | $234.9M | ||
| Q3 25 | $-34.3M | $329.1M | ||
| Q2 25 | $10.3M | $313.6M | ||
| Q1 25 | $-22.4M | $133.4M | ||
| Q4 24 | $-39.5M | $250.9M | ||
| Q3 24 | $7.1M | $279.7M | ||
| Q2 24 | $18.8M | $340.0M | ||
| Q1 24 | $-45.1M | $258.1M |
自由现金流率
AI
AKAM
| Q4 25 | -62.4% | 21.5% | ||
| Q3 25 | -48.8% | 31.2% | ||
| Q2 25 | 9.5% | 30.1% | ||
| Q1 25 | -22.7% | 13.1% | ||
| Q4 24 | -41.9% | 24.6% | ||
| Q3 24 | 8.2% | 27.8% | ||
| Q2 24 | 21.7% | 34.7% | ||
| Q1 24 | -57.6% | 26.2% |
资本支出强度
AI
AKAM
| Q4 25 | 0.5% | 12.0% | ||
| Q3 25 | 1.1% | 10.7% | ||
| Q2 25 | 0.9% | 13.9% | ||
| Q1 25 | 0.4% | 11.6% | ||
| Q4 24 | 0.9% | 9.1% | ||
| Q3 24 | 1.1% | 11.2% | ||
| Q2 24 | 2.9% | 9.3% | ||
| Q1 24 | 7.8% | 9.5% |
现金转化率
AI
AKAM
| Q4 25 | — | 4.31× | ||
| Q3 25 | — | 3.15× | ||
| Q2 25 | — | 4.43× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 3.27× | ||
| Q1 24 | — | 2.01× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |