Earnings summaries and quarterly performance for DigitalOcean Holdings.
Executive leadership at DigitalOcean Holdings.
Board of directors at DigitalOcean Holdings.
Research analysts who have asked questions during DigitalOcean Holdings earnings calls.
GB
Gabriela Borges
Goldman Sachs
6 questions for DOCN
Also covers: AVPT, BIGC, BRZE +27 more
JB
Josh Baer
Morgan Stanley
6 questions for DOCN
Also covers: ASAN, BIGC, BOX +19 more
James Fish
Piper Sandler Companies
5 questions for DOCN
Also covers: AKAM, ANET, AXON +17 more
MZ
Mark Zhang
Citigroup
5 questions for DOCN
Also covers: CCSI, VRNS
Raimo Lenschow
Barclays
5 questions for DOCN
Also covers: APPN, BASE, BIGC +35 more
PW
Patrick Walravens
Citizens JMP
4 questions for DOCN
Also covers: AI, ALKT, ASAN +27 more
TB
Thomas Blakey
Cantor Fitzgerald
4 questions for DOCN
Also covers: CVLT, FIVN, INFA +4 more
MC
Mike Cikos
Needham & Company, LLC
3 questions for DOCN
Also covers: AKAM, BASE, BLZE +22 more
WM
Wamsi Mohan
Bank of America Merrill Lynch
3 questions for DOCN
Also covers: AAPL, APH, AVT +13 more
Jason Ader
William Blair & Company
2 questions for DOCN
Also covers: AVPT, BASE, BLZE +12 more
KC
Kingsley Crane
Canaccord
2 questions for DOCN
Also covers: AI, BB, FROG +7 more
MC
Michael Cikos
Needham & Company
2 questions for DOCN
Also covers: AI, BASE, BLZE +20 more
PS
Param Singh
Oppenheimer
2 questions for DOCN
Also covers: CVLT, FSLY, NTAP +2 more
PB
Pinjalim Bora
JPMorgan Chase & Co.
2 questions for DOCN
Also covers: ASAN, BL, BOX +17 more
RS
Radi Sultan
UBS Group AG
2 questions for DOCN
Also covers: FROG, NTNX, PATH +1 more
BR
Brad Reback
Stifel
1 question for DOCN
Also covers: ASUR, CFLT, DAY +10 more
JH
Joseph Hickey
UBS
1 question for DOCN
Also covers: FROG, NTNX
RB
Ruplu Bhattacharya
Bank of America
1 question for DOCN
Also covers: ARW, AVT, CDW +15 more
WK
William Kingsley Crane
Canaccord Genuity
1 question for DOCN
Also covers: AI, ALAR, BB +9 more
Recent press releases and 8-K filings for DOCN.
DigitalOcean Holdings Discusses Strategy, Growth, and Capacity Expansion at Morgan Stanley Conference
DOCN
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- DigitalOcean achieved $1 billion in Annual Recurring Revenue (ARR) in December.
- The company's strategic focus on AI inferencing has driven strong demand, with Reserved Price Obligation (RPO) growing 500% year-over-year in Q4.
- DigitalOcean plans to increase its total capacity by 70% in 2026 by adding 31 megawatts of incremental data center capacity, with the first 6 megawatts ramping revenue in Q2 2026 and the rest in the second half.
- The company projects over 30% growth for 2027 and guides for 18%-20% unlevered free cash flow growth for 2026, expecting to exit 2026 with over 25% growth.
Mar 3, 2026, 3:45 PM
DigitalOcean Holdings Discusses Strong Growth, AI Strategy, and 2026/2027 Outlook
DOCN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- DigitalOcean reported a "phenomenal" Q4 with $51 million of incremental ARR, the highest organic ARR in the company's history, driven by top customers including $1 million customers growing at 123% year-over-year with zero churn for the last four quarters.
- The company provided strong growth guidance, expecting 21% growth for 2026, exiting the year at 25%+, and projecting 30%+ growth in 2027. This growth is supported by $120 million in AI customer revenue, which is growing at 150% quarter-over-quarter consistently.
- DigitalOcean's competitive differentiation in AI comes from its full-stack cloud, purpose-built GPU infrastructure for inferencing, and an inference engine, allowing for higher-margin services. 70% of AI revenue is from these higher-order services, which have 70s-80s% margins compared to 25% for bare metal.
- The company plans to bring online new data centers in Q2 2026 (6 MW) and H2 2026 (10 MW and 15 MW). Capital allocation priorities are focused on organic growth and maintaining a healthy balance sheet, with material share buybacks unlikely in the near future and M&A focused on product roadmap advancement or acqui-hires.
Mar 3, 2026, 3:45 PM
DigitalOcean Holdings Reports Strong Q4 2025 Performance and Outlines Growth Strategy
DOCN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- DigitalOcean reported a strong Q4 2025 with $51 million of incremental ARR, the highest organic ARR in the company's history, and $120 million in AI customer revenue, growing 150% quarter-over-quarter consistently.
- The company provided growth guidance of 21% for 2026, expecting to exit the year at 25%+, and projecting 30%+ growth in 2027.
- DigitalOcean is significantly expanding its infrastructure, adding 31 megawatts of incremental capacity in 2026, representing a 70% increase in total capacity, with the first 6 megawatts ramping revenue in Q2 2026 and the remaining 25 megawatts in H2 2026.
- The company achieved $22 million ARR per megawatt in Q4 2025 and expects to sustain approximately $20 million per megawatt, with 70% of its AI customer revenue derived from higher-margin services rather than bare metal.
- DigitalOcean's go-to-market strategy leverages product-led growth, as demonstrated by over 30,000 OpenClaw 1-Click Apps running on its platform without marketing spend, alongside targeted sales-led growth for enterprise customers and engagement with the venture community.
Mar 3, 2026, 3:45 PM
DigitalOcean Holdings Reports Strong Q4 2025 Results and Raises 2026/2027 Guidance
DOCN
Earnings
Guidance Update
Revenue Acceleration/Inflection
Feb 24, 2026, 1:00 PM
DigitalOcean Reports Strong Q4 2025 Results and Raises 2026/2027 Growth Outlook
DOCN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- DigitalOcean reported Q4 2025 revenue of $242 million, an 18% year-over-year increase, and full year 2025 revenue of $901 million, achieving 42% adjusted EBITDA margins and 19% adjusted free cash flow margins for the year.
- The company's AI customer Annual Recurring Revenue (ARR) reached $120 million in Q4 2025, growing 150% year-over-year, highlighting the success of its Agentic Inference Cloud strategy.
- For Q1 2026, DigitalOcean expects revenue between $249 million and $250 million, representing 18%-19% year-over-year growth, and projects full year 2026 revenue growth of 19% to 23%.
- DigitalOcean anticipates exiting 2026 with 25%+ revenue growth and projects achieving 30% revenue growth in 2027, supported by the addition of 31 megawatts of new data center capacity in 2026.
- In 2025, the company repurchased 2.4 million shares for $82 million and is sunsetting a legacy bare metal CPU offering, which is expected to result in $13 million of ARR rolling off by the end of Q1 2026.
Feb 24, 2026, 1:00 PM
DigitalOcean Holdings Reports Strong Q4 2025 Results and Raises 2026 Outlook
DOCN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- DigitalOcean Holdings reported Q4 2025 revenue of $242.4 million, an 18% year-over-year increase, and full-year 2025 revenue of $901 million, exceeding guidance. The company achieved an Annual Run-rate Revenue (ARR) of $970 million in Q4 2025, up 18% year-over-year, and a 19% adjusted free cash flow margin for FY 2025.
- Growth was significantly driven by Digital Native Enterprises (DNEs), which grew 30% year-over-year to 21.4K customers and accounted for 62% of total ARR in Q4 2025. $1M+ Customer ARR increased 123% year-over-year to $133 million, and AI Customer ARR grew 150% to $120 million in 2025.
- The company is raising its 2026 revenue growth outlook to 21%, with expectations to accelerate to 25%+ by Q4 2026 and ~30% in 2027, while targeting a weighted rule of 50 in 2027. This outlook includes an anticipated ~$13 million ARR decrease and $5M-$8M in wind-down costs in 2026 from discontinuing a legacy offering.
Feb 24, 2026, 1:00 PM
DigitalOcean Holdings Reports Strong Q4 and Full-Year 2025 Results, Provides Accelerated Growth Outlook
DOCN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- DigitalOcean reported Q4 2025 revenue of $242 million, an 18% year-over-year increase, contributing to a full-year 2025 revenue of $901 million and 42% adjusted EBITDA margins.
- The company's AI customer ARR reached $120 million in Q4 2025, growing 150% year-over-year, with 70% derived from inference services or general-purpose cloud products.
- Top Digital Native customers (DNEs) are a key growth engine, with ARR from DNEs reaching $604 million in Q4, representing 62% of total ARR and growing 30% year-over-year. Million-dollar customers grew 123% year-over-year to $133 million in ARR.
- DigitalOcean provided strong guidance, expecting full-year 2026 revenue growth between 19% and 23% (21% at midpoint) and projecting to exit Q4 2026 at 25%+ revenue growth, with a clear path to 30% growth in 2027.
- The company is investing in 31 MW of new data center capacity in 2026 to support its Agentic Inference Cloud strategy, focusing on AI-native companies and production AI workloads without chasing the GPU training arms race.
Feb 24, 2026, 1:00 PM
DigitalOcean Announces Strong Q4 and Fiscal Year 2025 Financial Results, Raises 2026 and 2027 Revenue Outlook
DOCN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- DigitalOcean reported Q4 2025 revenue of $242 million, an 18% increase year-over-year, and fiscal year 2025 revenue of $901 million, up 15% year-over-year. The company reached $1 billion in annualized monthly run-rate revenue in December 2025.
- For Q4 2025, net income attributable to common stockholders was $26 million (11% margin) and Adjusted EBITDA was $99 million (41% margin). For fiscal year 2025, net income was $259 million (29% margin) and Adjusted EBITDA was $375 million (42% margin).
- The company delivered a record $51 million in incremental organic ARR and reported million+ dollar customer ARR of $133 million, growing 123% year-over-year. The Net Dollar Retention Rate increased to 101% in Q4 2025 from 99% in Q4 2024.
- DigitalOcean raised its 2026 revenue guidance to 21% growth, projecting total revenue of $1.075 to $1.105 billion, and expects to reach 30% growth in 2027. The company also provided Q1 2026 revenue guidance of $249 to $250 million.
Feb 24, 2026, 12:02 PM
DigitalOcean Announces Fourth Quarter and Fiscal Year 2025 Financial Results
DOCN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- DigitalOcean reported Q4 2025 revenue of $242 million, an 18% increase year-over-year, contributing to fiscal year 2025 revenue of $901 million, up 15% year-over-year.
- For fiscal year 2025, net income grew 207% year-over-year to $259 million with a 29% margin, and Adjusted EBITDA increased 14% year-over-year to $375 million with a 42% margin.
- The company raised its 2026 revenue outlook to $1.075 to $1.105 billion, projecting 21% growth, and expects to achieve 30% growth in 2027.
- Operational highlights include reaching $1 billion in annualized monthly revenue in December 2025, with million+ dollar customers driving $133 million ARR (up 123% year-over-year) and AI customer ARR growing 150% year-over-year to $120 million.
Feb 24, 2026, 12:00 PM
DigitalOcean Appoints Vinay Kumar as Chief Product and Technology Officer
DOCN
Management Change
Hiring
New Projects/Investments
- DigitalOcean (NYSE: DOCN) announced the appointment of Vinay Kumar as Chief Product and Technology Officer (CPTO).
- In this role, Vinay Kumar will be responsible for leading product strategy, product development, cloud infrastructure, and security, with a focus on defining and executing DigitalOcean’s platform roadmap to scale its AI inference cloud and core cloud offerings.
- Vinay Kumar brings over a decade of senior leadership experience, having been a founding member of Oracle Cloud Infrastructure (OCI) and holding product leadership roles at Amazon Web Services.
- His appointment highlights DigitalOcean's continued ability to attract talent and its commitment to investing in leadership and execution as it develops a differentiated AI inference cloud.
Jan 20, 2026, 1:05 PM
Quarterly earnings call transcripts for DigitalOcean Holdings.
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