正在加载公司
Just reported
Q3 2026 results
From DigitalOcean's results release of 2026年11月3日; 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
- 精选
Neoclouds & AI hosts
由 InspectStocks 整理 · 15 companies
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
- 股价，1 年
- -31.3%
- 营收，1 年
- -27.1%
+9A 1D 6F 8
- 精选
Cloud platforms
由 InspectStocks 整理 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 股价，1 年
- -8.4%
- 营收，1 年
- +16.5%
+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$432.4BA+
PANWPalo Alto Networks, Inc.US$263.6BA
CRWDCrowdStrike Holdings, Inc.US$232BA
NETCloudflare, Inc.US$109.6BA-
FTNTFortinet, Inc.US$93.5BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TSMTaiwan Semiconductor Manufacturing Company Limited2026年11月13日BAGraded B, now A
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A- IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
怎么赚钱
- Cloud computing and related services
竞争对手
卖什么6
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.
再显示 3 项
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.
谁在买2
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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).
关于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.
- 总部
- New York City, New York
- 成立于
- 2011
- 上市于
- NYSE
- 财年结束
- December 31
基于 DigitalOcean Holdings, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。