earnings
confidence high
sentiment positive
materiality 0.75
DigitalOcean Q2 revenue $219M (+14% YoY); net income up 93%; raises FY guidance
DigitalOcean Holdings, Inc.
2025-Q2 EPS reported
$0.77
revenue$429,403,000
- Q2 net income $37M (up 93% YoY, 17% margin); adjusted EBITDA $89M (41% margin).
- Incremental ARR of $32M, highest since Q4 2022; ARR ended at $875M (+14% YoY).
- Scalers+ revenue grew 35% YoY, now 24% of total revenue; NDR improved to 99%.
- Collaboration with AMD for Instinct GPUs and Gradient AI Platform GA announced.
- Full-year revenue guidance raised to $888-892M; adj. EBITDA margin 39-40%.
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