secwatch.observer — SEC 8-K summary
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Issuer:     DigitalOcean Holdings, Inc. (DOCN)
CIK:        0001582961
Form:       8-K
Filed at:   2025-11-05T23:59:59+00:00
Accession:  0001582961-25-000147
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

DigitalOcean Q3 revenue up 16% to $230M, raises FY2025 revenue and EBITDA guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1582961/000158296125000147/0001582961-25-000147-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1582961/000158296125000147/docn-20251105.htm
  HTML page:      https://secwatch.observer/filing/0001582961-25-000147

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