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DigitalOcean Holdings Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.266 |
| EPS actual | $0.440 |
| EPS Surprise | 65.48% |
| Revenue estimate | 249.758M |
| Revenue actual | 257.905M |
| Revenue Surprise | 3.26% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.380 |
| EPS actual | $0.440 |
| EPS Surprise | 15.79% |
| Revenue estimate | 237.732M |
| Revenue actual | 242.39M |
| Revenue Surprise | 1.96% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.310 |
| EPS actual | $0.330 |
| EPS Surprise | 6.45% |
| Revenue estimate | 237.73M |
| Revenue actual | 229.634M |
| Revenue Surprise | -3.41% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.470 |
| EPS actual | $0.590 |
| EPS Surprise | 25.53% |
| Revenue estimate | 226.5M |
| Revenue actual | 218.7M |
| Revenue Surprise | -3.44% |
Last 4 Quarters for DigitalOcean Holdings
Below you can see how DOCN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $34.81 |
| EPS estimate | $0.470 |
| EPS actual | $0.590 |
| EPS surprise | 25.53% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $27.80 |
| Jul 31, 2025 | $27.86 |
| Aug 01, 2025 | $25.74 |
| Aug 04, 2025 | $27.01 |
| Aug 05, 2025 | $34.81 |
| Aug 06, 2025 | $36.47 |
| Aug 07, 2025 | $34.33 |
| Aug 08, 2025 | $33.05 |
| Aug 11, 2025 | $29.56 |
| 4 days before | 25.22% |
| 4 days after | -15.08% |
| On release day | 4.77% |
| Change in period | 6.33% |
| Release date | Nov 05, 2025 |
| Price on release | $45.81 |
| EPS estimate | $0.310 |
| EPS actual | $0.330 |
| EPS surprise | 6.45% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $37.94 |
| Oct 31, 2025 | $40.66 |
| Nov 03, 2025 | $41.43 |
| Nov 04, 2025 | $38.82 |
| Nov 05, 2025 | $45.81 |
| Nov 06, 2025 | $47.08 |
| Nov 07, 2025 | $49.48 |
| Nov 10, 2025 | $51.69 |
| Nov 11, 2025 | $50.00 |
| 4 days before | 20.74% |
| 4 days after | 9.15% |
| On release day | 2.77% |
| Change in period | 31.79% |
| Release date | Feb 24, 2026 |
| Price on release | $62.74 |
| EPS estimate | $0.380 |
| EPS actual | $0.440 |
| EPS surprise | 15.79% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $68.86 |
| Feb 19, 2026 | $68.18 |
| Feb 20, 2026 | $63.63 |
| Feb 23, 2026 | $59.24 |
| Feb 24, 2026 | $62.74 |
| Feb 25, 2026 | $59.27 |
| Feb 26, 2026 | $54.26 |
| Feb 27, 2026 | $56.06 |
| Mar 02, 2026 | $58.24 |
| 4 days before | -8.89% |
| 4 days after | -7.17% |
| On release day | -5.53% |
| Change in period | -15.42% |
| Release date | May 05, 2026 |
| Price on release | $152.25 |
| EPS estimate | $0.266 |
| EPS actual | $0.440 |
| EPS surprise | 65.48% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $96.87 |
| Apr 30, 2026 | $96.41 |
| May 01, 2026 | $102.82 |
| May 04, 2026 | $109.13 |
| May 05, 2026 | $152.25 |
| May 06, 2026 | $161.01 |
| May 07, 2026 | $150.58 |
| May 08, 2026 | $163.89 |
| May 11, 2026 | $162.72 |
| 4 days before | 57.17% |
| 4 days after | 6.88% |
| On release day | 5.75% |
| Change in period | 67.98% |
DigitalOcean Holdings Earnings Call Transcript Summary of Q1 2026
DigitalOcean delivered a strong Q1 2026: revenue was $258M, up 22% YoY, driven by rapid expansion of large customers and AI-native customers (AI ARR $170M, up 221% YoY; $1M+ customer ARR $183M, up 179% YoY). The company launched its “DigitalOcean AI native cloud,” a full-stack, open platform purpose-built for inference and agentic workloads, with a new inference engine, managed agents, vector DB support and other integrated layers. Management raised capital ($888M equity) to strengthen the balance sheet and fund expansion (secured ~60 MW incremental capacity, bringing committed capacity to ~135 MW). Guidance was raised: 2026 revenue growth now expected ~25%–27% with high-30s adjusted EBITDA margins; exit growth approaching ~30%. With the incremental capacity ramping in 2027, DigitalOcean now projects 2027 revenue growth of 50%+ with ~40% adjusted EBITDA margin and high-teens adjusted free cash flow margins. Profitability remains strong (Q1 adjusted EBITDA margin 41%, trailing-12-month adjusted FCF margin ~18%), and management emphasizes a disciplined capital approach while prioritizing product-led expansion into inference and agentic AI workloads. Key investor considerations: accelerating top-line and ARR expansion among large & AI-native customers, a major product/platform launch positioning DigitalOcean as an open full-stack inference/agentic cloud (not just GPU rental), material near-term capacity and balance-sheet actions enabling a stepped-up 2027 growth profile, and continued focus on profitable growth and ARR-per-megawatt optimization.
