DOCN Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

DigitalOcean closed out fiscal 2025 on a strong note, posting Q4 revenue of $242.39 million, up 18.3% year over year and ahead of the $237.73 million consensus estimate, while non-GAAP diluted EPS of $0.44 cleared the $0.38 Wall Street forecast by 15… Read more DigitalOcean closed out fiscal 2025 on a strong note, posting Q4 revenue of $242.39 million, up 18.3% year over year and ahead of the $237.73 million consensus estimate, while non-GAAP diluted EPS of $0.44 cleared the $0.38 Wall Street forecast by 15.52%. The primary engine behind the beat was the company's accelerating push upmarket, with customers spending more than $1 million annually now generating $133 million in ARR, a 123% year-over-year gain that reflects deepening enterprise commitment. AI workloads added further fuel, with AI customer ARR reaching $120 million and growing 150% year over year, driven largely by inference services rather than bare metal GPU rentals, as illustrated by a recent customer case study showing 67% lower inference costs after migrating to DigitalOcean's platform. The company also reached $1 billion in annualized monthly run-rate revenue in December. Looking ahead, management raised its full-year 2026 revenue outlook to $1.07 to $1.10 billion, implying roughly 21% growth, with an ambition to exit the year at 25%-plus growth and accelerate toward 30% in 2027.