DigitalOcean Q2 revenue $281M (+29% YoY); raises FY2026 revenue outlook to ~30% growth

DigitalOcean Holdings, Inc.

Q2 revenue $281M (+29% YoY); net income $35M ($0.29 diluted EPS); non-GAAP EPS $0.45.
AI Customer ARR $234M (+212% YoY); total ARR $1,125M (+29%); record $93M incremental ARR.
RPO surged to $894M (12x YoY); signed first nine-figure annual commitments with AI-Natives.
Raised FY2026 revenue outlook to $1.170-1.180B (30-31% growth); Q3 guidance $304-307M.
Repurchased ~$472M of 0% convertible notes due 2030 via registered direct offering, reducing leverage.

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