$DOCN

DigitalOcean Holdings, Inc.

13
4
2

No SEC Form 4 filings for $DOCN in the last 30 days.

Med

DigitalOcean Holdings, Inc. Q2 2026 Earnings Call Summary

DigitalOcean Holdings reported Q2 2026 revenue up 29% year over year, citing $93 million incremental ARR and higher spend from $1M-plus customers. Full-year 2026 revenue guidance was raised to about 30% growth, with 2027 growth conviction of 50%+ and exit rate 35%+ by Q4. Management also retired $472M of 2030 convertibles and said RPO rose to $894M.

DOCN Q2 Earnings Beat Estimates, AI-Native Cloud Demand Aids Revenues

DigitalOcean Holdings (DOCN) reported Q2 2026 non-GAAP EPS of 45 cents, above the Zacks Consensus Estimate by 73.08%. Revenue rose 28.6% YoY to $281.2 million. ARR reached $1.125 billion (+29% YoY), with AI customer ARR up 212% to $234 million. The company raised 2026 revenue guidance to $1.17-$1.18 billion and expects Q3 revenue of $304-$307 million.

DigitalOcean tops analysts’ sales projections – BizWest

According to the article, DigitalOcean reported second-quarter fiscal 2026 sales of $281 million, up 29% year over year, and said it exceeded analysts’ sales projections. The piece is subscriber-only and provides limited additional details.

DOCN sentiment & insider activity

Over the past 7 days, alphai's AI scored 19 news stories mentioning DOCN (DigitalOcean Holdings, Inc.). Coverage has skewed bullish: 13 bullish, 4 neutral, and 2 bearish.

Recent DOCN coverage spans earnings and corporate actions.

What's driving DOCN

  • Guidance uplift plus margin discipline and capacity commitments suggest improving forward revenue visibility and execution confidence.

    yahoo.com · Aug 6, 2026

  • Beat-and-raise quarter with accelerating AI inference growth and margin/FCF targets likely supports upward repricing, but execution risk remains in AI mix and profitability.

    zacks.com · Aug 5, 2026

  • A sales beat with a large YoY growth rate can support near-term sentiment, but the article provides no guidance or margin details.

    bizwest.com · Aug 4, 2026

  • Impairment charges can pressure earnings quality and raise questions about recoverability of long-lived assets, but the disclosed amount is very small in absolute terms.

    marketscreener.com · Aug 4, 2026

  • Guidance implies continued strong growth, which can support valuation and near-term positioning, but the range width suggests uncertainty.

    marketscreener.com · Aug 4, 2026

alphai scores every news story that mentions DOCN with an AI model for sentiment and relevance, and aggregates insider trades from DigitalOcean Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $DOCN

Score
$DOCNMedAI 8/10

DigitalOcean Holdings, Inc. Q2 2026 Earnings Call Summary

DigitalOcean Holdings reported Q2 2026 revenue up 29% year over year, citing $93 million incremental ARR and higher spend from $1M-plus customers. Full-year 2026 revenue guidance was raised to about 30% growth, with 2027 growth conviction of 50%+ and exit rate 35%+ by Q4. Management also retired $472M of 2030 convertibles and said RPO rose to $894M.

$DOCNHighAI 9/10

DOCN Q2 Earnings Beat Estimates, AI-Native Cloud Demand Aids Revenues

DigitalOcean Holdings (DOCN) reported Q2 2026 non-GAAP EPS of 45 cents, above the Zacks Consensus Estimate by 73.08%. Revenue rose 28.6% YoY to $281.2 million. ARR reached $1.125 billion (+29% YoY), with AI customer ARR up 212% to $234 million. The company raised 2026 revenue guidance to $1.17-$1.18 billion and expects Q3 revenue of $304-$307 million.

DigitalOcean Holdings, Inc. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026

DigitalOcean Holdings reported Q2 2026 results. Sales rose to $281.18 million from $218.7 million a year earlier. Net income was $35.44 million versus $37.03 million. Basic EPS from continuing operations was $0.34 vs $0.41, and diluted EPS was $0.29 vs $0.39. For six months, sales were $539.09 million vs $429.4 million; net income $51.21 million vs $75.23 million.

$DOCNMedAI 8/10

DigitalOcean Q2 2026 slides: AI growth drives 29% revenue acceleration

DigitalOcean (NYSE:DOCN) reported Q2 2026 revenue of $281 million, up 29% year over year, citing AI-native cloud demand. AI customer ARR was $234 million, up 212% and 21% of total ARR. Adjusted EBITDA margin was 40%. The company repurchased about $472 million of 2030 convertible notes and raised its 2026 outlook, projecting Q3 revenue of $304 million to $307 million.

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