secwatch.observer — SEC 8-K summary
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Issuer:     DigitalOcean Holdings, Inc. (DOCN)
CIK:        0001582961
Form:       8-K
Filed at:   2026-02-24T23:59:59+00:00
Accession:  0001582961-26-000015
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

DigitalOcean Q4 revenue $242M (+18% YoY); raises 2026 outlook to 21% growth, targets 30% in 2027
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1582961/000158296126000015/0001582961-26-000015-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1582961/000158296126000015/docn-20260224.htm
  HTML page:      https://secwatch.observer/filing/0001582961-26-000015

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