{"schema_version":"secwatch.filing_event.v1","accession":"0001582961-26-000045","form_type":"8-K","ticker":"DOCN","cik":"0001582961","company_name":"DigitalOcean Holdings, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.517034+00:00","generated_at":"2026-05-14T23:22:10.621066+00:00","sec_items":["1.01","2.02","9.01","2.03"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"DigitalOcean Q1 revenue $258M (+22% YoY); raises FY2026 outlook to 26% growth","bullets":["Q1 revenue $258M (+22% YoY); AI Customer ARR $170M (+221% YoY); Million+ Dollar Customer ARR $183M (+179% YoY).","Net income $16M (-59% YoY); adjusted EBITDA $105M (+21% YoY); diluted EPS $0.15, non-GAAP $0.44.","FY2026 revenue guidance raised to $1.130-1.145B (25-27% YoY); Q2 guide $272-274M (24-25% YoY).","FY2027 revenue growth expected to exceed 50%; adding ~60 MW of committed data center capacity.","Credit agreement amended to increase revolver by $112.5M and L/C sublimit by $50M; completed $888M follow-on offering."],"urls":{"canonical":"https://secwatch.observer/filing/0001582961-26-000045","json":"https://secwatch.observer/filing/0001582961-26-000045.json","markdown":"https://secwatch.observer/filing/0001582961-26-000045.md","text":"https://secwatch.observer/filing/0001582961-26-000045.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/docn-20260504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:22:10.621066+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7a43357ce78e5e705d32a8b855e9916ff9292423","claim":"DigitalOcean Holdings, Inc. amended revolving credit of $112.5 million increase in the revolving credit facility with Morgan Stanley Senior Funding, Inc..","evidence_excerpt":"The First Amendment amends the Existing Credit Agreement to, among other modifications, (i) provide for a $112.5 million increase in the revolving credit facility thereunder","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","confidence":0.9},{"claim_id":"dc97928144d38f0abacc6e4b4db1a434c83f0ff0","claim":"DigitalOcean Holdings, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $258 million, net income $16 million, EPS $0.15. Guidance raised.","evidence_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","confidence":0.95},{"claim_id":"5a2fcfceaf793156b044492a21bf7689a81d8212","claim":"DigitalOcean Holdings, Inc. amended Amendment No. 1 to Credit Agreement with Morgan Stanley Senior Funding, Inc. (effective 2026-05-04).","evidence_excerpt":"On May 4, 2026, the Company, DigitalOcean, LLC, Paperspace Co., the lenders and L/C issuers party thereto and Morgan Stanley Senior Funding, Inc., as administrative agent and collateral agent, entered into an Amendment No. 1 to Credit Agreement (the “First Amendment”), which amends the Company’s existing credit agreement, dated as of May 5, 2025","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001645590-26-000052","ticker":"HPE","company_name":"Hewlett Packard Enterprise Co","filed_at":"2026-06-01T20:09:22+00:00","headline":"HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework","event_type":"earnings","sec_items":["1.01","2.02","5.02","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: earnings_release, material_agreement","same SEC item: 1.01, 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001645590-26-000052","json":"https://secwatch.observer/filing/0001645590-26-000052.json","markdown":"https://secwatch.observer/filing/0001645590-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/hpe-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm"}},{"accession":"0001104659-26-058250","ticker":"FSK","company_name":"FS KKR Capital Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback","event_type":"earnings","sec_items":["1.01","2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release, material_agreement","same SEC item: 1.01, 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058250","json":"https://secwatch.observer/filing/0001104659-26-058250.json","markdown":"https://secwatch.observer/filing/0001104659-26-058250.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/tm2614112d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm"}},{"accession":"0001656472-26-000032","ticker":"CRON","company_name":"Cronos Group Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Cronos Q1 net revenue up 40% to $45.2M; authorizes $50M share buyback; CanAdelaar close extended to Sep 9","event_type":"earnings","sec_items":["1.01","2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 1.01, 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001656472-26-000032","json":"https://secwatch.observer/filing/0001656472-26-000032.json","markdown":"https://secwatch.observer/filing/0001656472-26-000032.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/cron-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"reference in such a filing or document. \n\n--- EX-99.1 (EX-99.1) ---\n\nCronos Group Reports 2026 First Quarter Results Net revenue in Q1 2026 increased by 40% year-over-year to $45.2 million Achieved record net revenue and gross profit in Q1 2026 Reached #1 market share in vapes in Canada 1 Ninth consecutive quarter of record net revenue in Israel, where PEACE","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm"}},{"accession":"0001104659-26-068983","ticker":"GMRS","company_name":"GMR Solutions Inc.","filed_at":"2026-06-01T20:45:55+00:00","headline":"GMR Solutions Q1 revenue $1.46B (+6.6% YoY), net income $106M (+180% YoY), guides FY26 rev $5.9-6.2B","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-068983","json":"https://secwatch.observer/filing/0001104659-26-068983.json","markdown":"https://secwatch.observer/filing/0001104659-26-068983.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/0001104659-26-068983-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/gmrs-20260601x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"today announced financial results for the first quarter ended March 31, 2026, and full year 2026 financial guidance. First Quarter 2026 Financial Highlights ● Net revenue of $1,457.6 million, up 6.6% compared to $1,367.4 million in the first quarter of 2025 ● Net income of $106.3 million, up 179.7% compared to $38.0 million in the first quarter of 2025 ● Adjusted","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/0001104659-26-068983-index.htm"}},{"accession":"0001628280-26-039474","ticker":"CRDO","company_name":"Credo Technology Group Holding Ltd","filed_at":"2026-06-01T20:08:16+00:00","headline":"Credo Q4 revenue $437M (+157% YoY); guides Q1 $465-475M; CEO awarded 1.44M performance-based RSUs","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039474","json":"https://secwatch.observer/filing/0001628280-26-039474.json","markdown":"https://secwatch.observer/filing/0001628280-26-039474.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/crdo-20260528.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"On June 1, 2026, Credo Technology Group Holding Ltd (the \"Company\") issued a press release announcing its financial results for the fiscal year ended May 2, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm"}},{"accession":"0001104659-26-058180","ticker":"URG","company_name":"UR-ENERGY INC","filed_at":"2026-05-11T23:59:59+00:00","headline":"Ur-Energy Q1 2026: pounds captured up 41% QoQ, avg price $70.98, Shirley Basin commenced","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058180","json":"https://secwatch.observer/filing/0001104659-26-058180.json","markdown":"https://secwatch.observer/filing/0001104659-26-058180.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1375205/000110465926058180/0001104659-26-058180-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1375205/000110465926058180/urg-20260508x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"a 14% increase over Q4 2025 and a 13% increase over Q1 2025. Financial Performance ◾ Contracted Sales: We sold 55,000 produced pounds of U 3 O 8 as anticipated, generating $3.9 million in revenue, with a majority of our 2026 deliveries scheduled for the latter part of the year to complement the ramp-up and start-up schedules of Lost Creek and Shirley Basin. ◾","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1375205/000110465926058180/0001104659-26-058180-index.htm"}},{"accession":"0001104659-26-058226","ticker":"ACH","company_name":"ACCENDRA HEALTH INC/VA/","filed_at":"2026-05-11T23:59:59+00:00","headline":"Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058226","json":"https://secwatch.observer/filing/0001104659-26-058226.json","markdown":"https://secwatch.observer/filing/0001104659-26-058226.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/ach-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm"}},{"accession":"0001104659-26-058234","ticker":"LQDA","company_name":"Liquidia Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"Liquidia Q1 2026 net income $53M vs $38M loss YoY; YUTREPIA sales $130M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058234","json":"https://secwatch.observer/filing/0001104659-26-058234.json","markdown":"https://secwatch.observer/filing/0001104659-26-058234.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/tm2614109d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm","comparable_excerpt":"First Quarter 2026 Financial Results YUTREPIA sales led to the company’s third consecutive quarter of profitability with net income of $52.9 million and positive non-GAAP adjusted EBITDA of $71.2 million in the first quarter of 2026. Cash and cash equivalents totaled $222.8 million as of March 31, 2026, compared to $190.7 million as of December 31, 2025. Product sales, net, were $129.9 million for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}