earnings
confidence high
sentiment positive
materiality 0.85
DigitalOcean expects record Q2 2026; RPO to exceed $800M, up >10X YoY; revenue growth accelerates to 29%
DigitalOcean Holdings, Inc.
- RPO expected to exceed $800M, up more than 10X from Q2 2025; weighted average life increases to over 3 years.
- Revenue growth expected to accelerate to 29% YoY in Q2 2026, up from 14% in Q2 2025.
- Q2 2026 aEBITDA margin and non-GAAP Net Income per Share expected at or above high end of prior guidance.
- Signed additional 20 MW data center capacity for 2027/2028; total committed capacity now ~155 MW.
- Multiple nine-figure annual customer commitments for inference and cloud products added in Q2.