기업 정보 불러오는 중
Just reported
Q3 2026 results
From DigitalOcean's results release of 2026년 11월 3일; its quarterly report has since been filed.
Revenue
Actual
US$321.2M
+40% y/y
+14% q/qGuided
US$305.5M
midpoint
Above guide+5.1%EPS, GAAP
Actual
-US$0.37
Guided
—
No guide given
Operating income, GAAP
Actual
US$33M
-27% y/y
+12% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$348M – US$351M+44% y/y First given
- EPS, adjustedUS$0.30 – US$0.32First 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
- 큐레이션
Neoclouds & AI hosts
InspectStocks 제공 · 15 companies
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
- 주가, 1년
- -31.4%
- 매출, 1년
- -28.1%
+9A 1D 6F 8
- 큐레이션
Cloud platforms
InspectStocks 제공 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 주가, 1년
- -8.4%
- 매출, 1년
- +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.US$432.5BA+
PANWPalo Alto Networks, Inc.US$263.4BA
CRWDCrowdStrike Holdings, Inc.US$232.1BA
NETCloudflare, Inc.US$109.6BA-
FTNTFortinet, Inc.US$93.4BA+
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 Corporation2026년 10월 22일BAGraded B, now A- IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Cloud computing and related services
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가2
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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).
DigitalOcean Holdings, Inc. 소개
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.
- 본사
- New York City, New York
- 설립
- 2011
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
DigitalOcean Holdings, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.