DigitalOcean's latest results make it clear that the company's focus on providing affordable AI compute and software development is paying off. The company's growth rate is improving thanks to higher spending by existing customers and the addition of new customers.
DigitalOcean provides cloud computing services to small and mid-sized businesses, and it's aggressively entering the AI space. The company's AI revenue has more than doubled for five consecutive quarters, fueled by a rapid increase in high-spending customers.
The AI trade, as it relates to the DOCN stock price, is not only strong but also gaining momentum, signaling a shift in the tide for this mid-cap market. With shares near long-term lows in Q4, the upside potential is tremendous.
DigitalOcean beat expectations in the third quarter as artificial intelligence (AI) revenue boomed. The company is winning with larger customers as its AI platform matures.
DigitalOcean Holdings, Inc. ( DOCN ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants Melanie Strate Padmanabhan Srinivasan - CEO & Director Matt Steinfort - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Radi Sultan - UBS Investment Bank, Research Division Josh Baer - Morgan Stanley, Research Division W...
BROOMFIELD, Colo.--(BUSINESS WIRE)--DigitalOcean Holdings, Inc. (NYSE: DOCN), the comprehensive agentic cloud, today announced results for its third quarter ended September 30, 2025. “DigitalOcean's unified agentic cloud is driving accelerated momentum in Q3. Revenue increased 16% year over year and we delivered the strongest incremental organic ARR in our history,” said Paddy Srinivasan, CEO o...
DigitalOcean is a leading provider of cloud services to small and mid-sized businesses (SMBs). The company is using its successful blueprint in the cloud industry to offer artificial intelligence services to its customers.
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