DigitalOcean Q3 revenue $321M, up 40%; guides Q4 growth 44-45% and 2027 60%+; launches $1B ATM

DigitalOcean Holdings, Inc.

Q3 revenue $321M, up 40% YoY; ARR $1,285M (+40%); record $160M incremental ARR (+266%); AI Customer ARR $376M, up 288% YoY.
Net loss $43M (13% margin); diluted EPS -$0.37 and non-GAAP diluted EPS $0.45, which excludes $0.46 hit from $57M induced conversion on $472M of 2030 convertible notes repurchased.
Adjusted EBITDA $144M (45% margin, +45%); operating income $33M (10%); adjusted operating income $74M (23%); operating cash flow $161M (50% margin); adjusted FCF $130M (41%).
Q4 guide: revenue $348-351M (+44-45% YoY), adjusted EBITDA margin 42-43%, non-GAAP EPS $0.30-$0.32; FY26 revenue $1.208-$1.211B (+~34%), non-GAAP EPS $1.60-$1.62.
New $1.0B at-the-market offering via Goldman Sachs, J.P. Morgan, Morgan Stanley, BofA, MUFG, Citizens JMP, Wells Fargo and BMO; managers get up to 2.0% commission; shelf S-3 filed March 24, 2026.

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