secwatch.observer — SEC 8-K summary
======================================

Issuer:     DigitalOcean Holdings, Inc. (DOCN)
CIK:        0001582961
Form:       8-K
Filed at:   2026-08-04T11:01:03+00:00
Accession:  0001628280-26-052135
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1582961/000162828026052135/0001628280-26-052135-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1582961/000162828026052135/docn-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-052135

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