earnings
confidence high
sentiment positive
materiality 0.85
DigitalOcean Q4 revenue $242M (+18% YoY); raises 2026 outlook to 21% growth, targets 30% in 2027
DigitalOcean Holdings, Inc.
2025-FY EPS reported
$2.52
revenue$901,427,000
- Q4 revenue $242M (+18% YoY); FY revenue $901M (+15% YoY). Net income $26M (Q4), $259M (FY).
- AI customer ARR reached $120M (+150% YoY); million+ customer ARR $133M (+123% YoY).
- Q4 non-GAAP diluted EPS $0.44; FY non-GAAP diluted EPS $2.12.
- 2026 guidance: revenue $1.075-$1.105B; expects 21% growth in 2026, 30% in 2027.
- Repurchased $1.188B of 2026 Convertible Notes at $56M discount; 2.36M shares repurchased.