Unternehmen wird geladen
Just reported
Q3 2026 results
From DigitalOcean's results release of 3. November 2026; its quarterly report has since been filed.
Revenue
Actual
321,2M $
+40 % y/y
+14 % q/qGuided
305,5M $
midpoint
Above guide+5,1 %EPS, GAAP
Actual
-0,37 $
Guided
—
No guide given
Operating income, GAAP
Actual
33M $
-27 % y/y
+12 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue348M $ – 351M $+44 % y/y First given
- EPS, adjusted0,30 $ – 0,32 $First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes DigitalOcean is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- Kuratiert
Neoclouds & AI hosts
Von InspectStocks · 15 companies
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
- Kurs, 1 Jahr
- -26,5 %
- Umsatz, 1 Jahr
- -28,1 %
+9A 1D 6F 8
- Kuratiert
Cloud platforms
Von InspectStocks · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- Kurs, 1 Jahr
- -8,4 %
- Umsatz, 1 Jahr
- +16,4 %
+9A 4B 1C 3D 5F 2
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.441,5B $A+
PANWPalo Alto Networks, Inc.263,9B $A
CRWDCrowdStrike Holdings, Inc.235,2B $A
NETCloudflare, Inc.114,2B $A-
FTNTFortinet, Inc.95,2B $A+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22. Okt. 2026BAGraded B, now A- IBMInternational Business Machines Corporation21. Okt. 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28. Okt. 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27. Okt. 2026BAGraded B, now A
UIUbiquiti Inc.6. Nov. 2026BAGraded B, now A
Womit das Unternehmen Geld verdient
- Cloud computing and related services
Konkurriert mit
Was es verkauft6
Droplets
Rented virtual computers customers use to run websites, software and other workloads.
Storage and networking
Services for storing customer data and connecting computers and applications.
Managed Hosting
Website and application hosting where DigitalOcean handles parts of running the underlying service.
3 weitere anzeigen
Managed Database
A database service where DigitalOcean handles parts of setup and ongoing operation.
GPU Droplets and Bare Metal GPUs
Rented computers equipped with graphics processing units (GPUs), used for demanding computing tasks including AI.
Gradient AI Platform and AI Agents
Tools for using large language models and building software agents that can carry out tasks.
Wer es kauft2
- Growing technology companies, including businesses in online gaming, financial technology and cybersecurity, use DigitalOcean to build and run applications. Its Digital Native Enterprise customers averaged 22,374 (Q3 2026, high).
- Individual developers and smaller users use DigitalOcean to learn, test software and run websites or applications, often signing up and paying through its self-service website.
Worauf es steht, und was es umwerfen könnte
Wovon das Geschäft abhängt
- 1DigitalOcean relies on third-party data center providers, data center space, electricity, network connections and server equipment to run its services.
- 2It depends on a limited number of suppliers for some equipment components used in its network.
- 3Its ability to attract and retain customers depends on keeping its services compatible with third-party applications and delivering reliable performance and customer support.
Was schiefgehen könnte
- 1A data center outage, security incident or failure by a data center provider could interrupt customers’ access to their applications and reduce revenue.
- 2Data center expansions require substantial equipment and facility spending; costs can rise before new capacity is fully used, and misjudging capacity needs could affect results.
- 3The business depends on retaining customers and increasing their use of its services. The 25 largest customers accounted for 27% of revenue (Q3 2026, high), compared with 11% (Q3 2025, high).
Über DigitalOcean Holdings, Inc.
DigitalOcean rents out computing power, storage and networking that customers use to build and run websites, software and mobile apps. It also manages services such as website hosting and databases, and sells computing equipment and software for artificial-intelligence (AI) applications. Customers generally pay for what they use each month; some larger customers agree to minimum spending.
- Hauptsitz
- New York City, New York
- Gegründet
- 2011
- Notiert an
- NYSE
- Geschäftsjahresende
- December 31
Gebaut aus den eigenen Einreichungen von DigitalOcean Holdings, Inc. bei der US-Börsenaufsicht Securities and Exchange Commission (SEC). Die Zahlen sind wie berichtet, die Historie je Aktie auf die heutige Aktienbasis umgerechnet. Dies beschreibt ein Unternehmen — es ist keine Anlageberatung und keine Kauf- oder Verkaufsempfehlung.