secwatch.observer — SEC 8-K summary
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Issuer:     DigitalOcean Holdings, Inc. (DOCN)
CIK:        0001582961
Form:       8-K
Filed at:   2026-11-03T13:18:15+00:00
Accession:  0001628280-26-069125
Event type: earnings
Sentiment:  positive
Materiality: 0.88
Item codes: 2.02, 9.01, 8.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1582961/000162828026069125/0001628280-26-069125-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1582961/000162828026069125/docn-20261103.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-069125

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