DigitalOcean Holdings, Inc.
What Do They Do?
Provides cloud and AI infrastructure and software tools for technology companies and developers building websites, applications and AI products.
10-K for FY2025, filed Feb 24, 2026
How Do They Make Money?
Customers are charged mainly according to their use of the cloud platform; bills are monthly and payment is typically due when invoiced.
10-K for FY2025, filed Feb 24, 2026
$901.4M
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10-K for FY2025, filed Feb 24, 2026
$901.4M ↗
Who Are Their Customers?
Growing technology companies and individual developers use the platform for websites, applications and AI products. Many start through self-service; sales teams target larger accounts and pursue partner and channel opportunities.
10-K for FY2025, filed Feb 24, 2026DigitalOcean is an agentic inference cloud platform that helps AI and Digital Native Enterprises build, run, and scale intelligent…View ↗
By reducing the friction that typically accompanies the purchase of business software and eliminating the need for complicated and costly…View ↗
We complement our efficient self-service customer acquisition model and community building and developer outreach efforts with a sales…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 29 cents of every revenue dollar as net income in FY2025 and turned 20 cents into free cash flow.
10-K for FY2025, filed Feb 24, 2026
$157MView ↗
10-K for FY2025, filed Feb 24, 2026
$259.3MView ↗
10-K for FY2025, filed Feb 24, 2026
$180.5MView ↗
How Are They Changing?
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Aug 4, 2026
Raised 2026 revenue outlook
Set full-year revenue outlook at $1.170 to $1.180 billion, up 30% to 31%.
Sources
8-K, filed Aug 4, 2026
Total revenue of $1.170 to $1.180 billion, up 30% to 31% year-over-year. Adjusted EBITDA margin of 38.5% to 39.5%. Adjusted free cash flow…View ↗
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May 5, 2026
Acquired Katanemo Labs to add agentic AI infrastructure
Sources
8-K, filed May 5, 2026
First Quarter 2026 Operational Highlights:View ↗
Growing. Revenue grew 2.1x in 4 years, from $428.6M in FY2021 to $901.4M in FY2025, about 20% a year.
From SMB cloud to AI cloud
The older report framed the business as on-demand cloud tools for startups and small and medium-sized businesses; the latest describes an agentic inference cloud for AI and digital-native enterprises.
10-K for FY2022, filed Feb 22, 2023 10-K for FY2025, filed Feb 24, 2026DigitalOcean is a leading cloud computing platform offering on-demand infrastructure and platform tools for startups and small and…View ↗
DigitalOcean is an agentic inference cloud platform that helps AI and Digital Native Enterprises build, run, and scale intelligent…View ↗
Expanded into AI offerings
The older portfolio covered infrastructure, platform and software cloud services; the latest also includes GPU infrastructure, AI platform services and AI agents.
10-K for FY2022, filed Feb 22, 2023 10-K for FY2025, filed Feb 24, 2026We offer mission-critical solutions across Infrastructure-as-a-Service (IaaS), including our Droplet virtual machines, storage and…View ↗
Our platform is designed to be simple, scalable and approachable by providing a variety of product offerings that were built with the needs…View ↗
Who Do They Compete With?
Competes with Amazon, Microsoft, Google, IBM, Alibaba, Oracle, OVHcloud, Akamai, Hetzner, Vultr, Contabo, Coreweave, Lambda Labs, Kinsta, and WP Engine
10-K for FY2025, filed Feb 24, 2026We compete primarily with large, diversified technology companies that focus on large enterprise customers and provide cloud computing as…View ↗
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