---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-052135"
form_type: "8-K"
ticker: "DOCN"
cik: "0001582961"
company_name: "DigitalOcean Holdings, Inc."
filed_at: "2026-08-04T11:01:03+00:00"
generated_at: "2026-08-04T11:06:08.845561+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-052135
- form_type: 8-K
- ticker: DOCN
- cik: 0001582961
- company_name: DigitalOcean Holdings, Inc.
- filed_at: 2026-08-04T11:01:03+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1582961/000162828026052135/0001628280-26-052135-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1582961/000162828026052135/docn-20260804.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-052135
- JSON: https://secwatch.observer/filing/0001628280-26-052135.json
- Plain text: https://secwatch.observer/filing/0001628280-26-052135.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.