earnings
confidence high
sentiment positive
materiality 0.85
DigitalOcean Q3 revenue up 16% to $230M, raises FY2025 revenue and EBITDA guidance
DigitalOcean Holdings, Inc.
2025-Q3 EPS reported
$2.31
revenue$659,037,000
- Net income $158M (up 381% YoY) included $70M tax benefit and $48M gain from note extinguishment.
- Adjusted EBITDA $100M (43% margin); raised FY2025 margin guidance to 40.7-41.0%.
- Incremental organic ARR of $44M, highest ever; total ARR $919M (+16% YoY).
- Customers with >$100K ARR grew 26%; revenue from them up 41% YoY, now 26% of total.
- Q4 revenue guidance $237-238M; full-year revenue raised to $896-897M.