---
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"
generated_at: "2026-11-03T13:20:18.676418+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.88
calibrated_materiality_score: 0.88
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.88
- calibrated_materiality_score: 0.88
- confidence: high
- sec_items: 2.02, 9.01, 8.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-069125
- JSON: https://secwatch.observer/filing/0001628280-26-069125.json
- Plain text: https://secwatch.observer/filing/0001628280-26-069125.txt

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