DigitalOcean Holdings, Inc.

DOCN · NYSE · ·

Сравнить

86,32 $-4,2 %закрытие 13 нояб.

Данные по 30 сентября 2026 г., из отчёта 10-Q, поданного 3 ноября 2026 г.

1W: +19,1 %
1M: -21,1 %

Акции DigitalOcean Holdings, Inc. (DOCN) — это хороший бизнес? — InspectStocks

DigitalOcean Holdings, Inc.

DOCN · NYSE · ·

Сравнить

86,32 $-4,2 %закрытие 13 нояб.

Данные по 30 сентября 2026 г., из отчёта 10-Q, поданного 3 ноября 2026 г.

1W: +19,1 %
1M: -21,1 %

Just reported

Q3 2026 results

From DigitalOcean's results release of 3 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
321,2M $
+40 % y/y
+14 % q/q
Guided
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/q
Guided
—
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.

На чём зарабатывает

Cloud computing and related services

Конкурирует с

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает2

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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).

Полная финансовая отчётность →

О компании 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.

Штаб-квартира: New York City, New York
Год основания: 2011
Торгуется на: NYSE
Конец финансового года: December 31

Построено по собственной отчётности DigitalOcean Holdings, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported

Q3 2026 results

From DigitalOcean's results release of 3 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
321,2M $
+40 % y/y
+14 % q/q
Guided
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/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue348M $ – 351M $+44 % y/y First given
EPS, adjusted0,30 $ – 0,32 $First given

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

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

На чём зарабатывает

Cloud computing and related services

Конкурирует с

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает2

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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).

Полная финансовая отчётность →

О компании DigitalOcean Holdings, Inc.

Штаб-квартира: New York City, New York
Год основания: 2011
Торгуется на: NYSE
Конец финансового года: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает2

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании DigitalOcean Holdings, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает2

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании DigitalOcean Holdings, Inc.

Keep exploring

The themes it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Neoclouds & AI hosts

Cloud platforms

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени