secwatch.observer — SEC 8-K summary
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Issuer:     DigitalOcean Holdings, Inc. (DOCN)
CIK:        0001582961
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001582961-26-000045
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 1.01, 2.02, 9.01, 2.03
LLM model:  deepseek-v4-flash:cloud@v2

DigitalOcean Q1 revenue $258M (+22% YoY); raises FY2026 outlook to 26% growth
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/0001582961-26-000045-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1582961/000158296126000045/docn-20260504.htm
  HTML page:      https://secwatch.observer/filing/0001582961-26-000045

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