secwatch.observer — SEC 8-K summary
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Issuer:     DigitalOcean Holdings, Inc. (DOCN)
CIK:        0001582961
Form:       8-K
Filed at:   2025-08-05T23:59:59+00:00
Accession:  0001582961-25-000134
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

DigitalOcean Q2 revenue $219M (+14% YoY); net income up 93%; raises FY guidance
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1582961/000158296125000134/0001582961-25-000134-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1582961/000158296125000134/docn-20250805.htm
  HTML page:      https://secwatch.observer/filing/0001582961-25-000134

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer