{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-069125","form_type":"8-K","ticker":"DOCN","cik":"0001582961","company_name":"DigitalOcean Holdings, Inc.","filed_at":"2026-11-03T13:18:15+00:00","discovered_at":"2026-11-03T13:20:00.410896+00:00","generated_at":"2026-11-03T13:20:18.676418+00:00","sec_items":["2.02","9.01","8.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.88,"calibrated_materiality_score":0.88,"confidence":"high","headline":"DigitalOcean Q3 revenue $321M, up 40%; guides Q4 growth 44-45% and 2027 60%+; launches $1B ATM","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-069125","json":"https://secwatch.observer/filing/0001628280-26-069125.json","markdown":"https://secwatch.observer/filing/0001628280-26-069125.md","text":"https://secwatch.observer/filing/0001628280-26-069125.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1582961/000162828026069125/0001628280-26-069125-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1582961/000162828026069125/docn-20261103.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-11-03T13:20:18.676418+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}