Every material Form 8-K DigitalOcean has filed with the SEC since August 08, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
DigitalOcean reported third-quarter 2026 revenue of $321 million, up 40% year over year, and raised its fourth-quarter 2026 and full-year 2027 growth outlook. Its GAAP net loss was $43 million, including a $57 million induced conversion expense tied to a partial repurchase of its 2030 Convertible Notes. The company also agreed to an at-the-market program to sell up to $1.0 billion of common stock, which could dilute existing shareholders.
Q3 2026 revenue was $321 million, up 40% year over year; ARR ended the quarter at $1,285 million.
Net loss attributable to common stockholders was $43 million, or $0.37 per diluted share, including a $57 million induced conversion expense.
Q4 2026 revenue guidance is $348 to $351 million, up 44% to 45%; full-year 2026 revenue guidance is $1.208 to $1.211 billion.
Equity distribution agreement dated November 2, 2026 with eight managers allows sales of up to $1.0 billion of common stock, with commissions of up to 2.0% of gross proceeds.
DigitalOcean and its subsidiary entered into a $725 million equipment finance facility with MUFG entities to fund data center equipment, with an accordion feature that could raise total commitments to $1.025 billion. The company says it intends to exercise the accordion in full, subject to new or existing lenders committing, and the facility is guaranteed by the parent and certain subsidiaries and secured by the equipment. The new debt-like obligation carries fixed rates tied to term SOFR swaps plus 2.75% and financial covenants, and the CFO said the company remains highly confident in its 2026 guidance.
Committed financing of up to $725 million; advances can fund up to 90% of equipment cost, with the balance paid as prepaid rent
Accordion can add up to $300 million, for up to $1.025 billion in total, subject to lender commitments
Advances available until September 10, 2027; rent amortizes each advance in full by September 10, 2030
Each advance bears a fixed rate equal to term SOFR swap rate plus 2.75%; undrawn commitment fee of 0.20% rising to 0.40% six months after closing
DigitalOcean reported second-quarter 2026 revenue of $281 million, up 29% year over year, and raised its full-year 2026 revenue outlook to $1.170 billion to $1.180 billion. GAAP net income attributable to common stockholders fell 4% to $35 million, and diluted earnings per share were $0.29 versus $0.39 a year earlier, so shareholders see faster sales growth alongside lower GAAP profit.
Q2 2026 revenue was $281 million, up 29%; operating income was $29 million, down 18%.
Net income attributable to common stockholders was $35 million, down 4%; diluted EPS was $0.29 versus $0.39 a year earlier.
Full-year 2026 revenue outlook is $1.170 billion to $1.180 billion, up 30% to 31% year over year.
Third-quarter 2026 revenue guidance is $304 million to $307 million, up 32% to 34%.
DigitalOcean said in a July 7, 2026 press release that it expects Q2 2026 revenue growth of about 29%, up from 14% in the same quarter of 2025, and that its remaining performance obligations will exceed $800 million. The company also expects its adjusted EBITDA margin and non-GAAP net income per share to be at or above the high end of its previously provided guidance. These are preliminary, unaudited figures subject to quarter-end closing adjustments, so final results may differ.
Q2 2026 revenue growth expected at about 29%, versus 14% in Q2 2025
RPO expected to exceed $800 million, up more than $550 million in the quarter
Adjusted EBITDA margin and non-GAAP EPS expected at or above the high end of guidance
Secured an additional 20 MW of data center capacity for late 2027 and early 2028
DigitalOcean reported first-quarter 2026 revenue of $258 million, up 22% year-over-year, and raised its 2026 revenue growth outlook to 26% and its 2027 outlook to over 50%. Net income attributable to common stockholders fell 59% to $16 million, and the company also amended its credit agreement on May 4, 2026 to add $112.5 million to its revolving credit facility.
Q1 2026 revenue was $258 million, up 22% year-over-year; diluted EPS was $0.15 versus $0.39 a year earlier
Net income attributable to common stockholders was $16 million, down 59% year-over-year; operating income was $37 million, down 3%
Full-year 2026 revenue guidance is $1.130 to $1.145 billion, up 25% to 27% year-over-year
Credit agreement amendment dated May 4, 2026 with Morgan Stanley Senior Funding adds a $112.5 million revolving credit increase and a $50 million letter of credit sublimit increase
DigitalOcean reported fourth-quarter and fiscal 2025 results on February 24, 2026, with Q4 revenue of $242 million, up 18% year-over-year. The company raised its 2026 growth outlook to 21% and now expects full-year 2026 revenue of $1.075 to $1.105 billion, which matters to shareholders because it signals faster expected growth than the company previously forecast. Fiscal 2025 net income of $259 million includes one-time benefits, and fourth-quarter operating cash flow fell to $57 million from $71 million a year earlier.
Q4 2025 revenue was $242 million, up 18% year-over-year, and net income attributable to common stockholders was $26 million, up 40%.
Full-year 2026 revenue outlook is $1.075 to $1.105 billion, with 21% growth expected; the company says it raised its outlook again after raising it last quarter.
Fiscal 2025 diluted EPS of $2.52 includes $0.66 from a one-time VA release and $0.30 from a one-time gain on partial extinguishment of 2026 Convertible Notes.
Q1 2026 revenue guidance is $249 to $250 million, and Q4 2025 operating cash flow was $57 million versus $71 million in Q4 2024.
DigitalOcean said Chief Product and Technology Officer Bratin Saha will leave the company effective November 26, 2025, to pursue other opportunities, with the departure not tied to any disagreement with the company. The company also reaffirmed its fourth-quarter and full-year 2025 financial guidance first given in its November 5, 2025 third-quarter results release.
Bratin Saha, Chief Product and Technology Officer, notified the company of his resignation on November 20, 2025
Departure effective November 26, 2025; company says it is not due to any disagreement on operations, policies, or practices
Company reaffirmed Q4 and full fiscal year 2025 guidance from its November 5, 2025 press release
DigitalOcean reported third quarter 2025 revenue of $230 million, up 16% year over year, and net income of $158 million, which included a $70 million one-time tax benefit and a $48 million gain on debt extinguishment. The company raised its full-year 2025 revenue guidance to $896 million to $897 million and its adjusted EBITDA margin guidance to 40.7% to 41.0%, which points to stronger expected results for shareholders.
Q3 2025 revenue was $230 million, up 16% year over year; adjusted EBITDA was $100 million, up 15%.
Net income was $158 million, up 381%; diluted EPS of $1.51 included $0.66 from the tax benefit and $0.44 from the debt gain.
Non-GAAP diluted EPS was $0.54 in the third quarter.
Q4 2025 revenue guidance is $237 million to $238 million; full-year 2025 revenue guidance is $896 million to $897 million.
DigitalOcean completed a private offering of $625 million of 0.00% convertible senior notes due 2030, including the full exercise of the $75 million option. It used the net proceeds, cash on hand and $380 million of term loans to repurchase $1,187.7 million principal of its 2026 convertible notes, which adds long-term debt and potential share dilution while reducing near-term maturities.
Notes total $625 million, mature August 15, 2030, and carry a 0.00% rate; conversion price is about $39.17 per share
Capped call cost about $83.9 million; cap price $66.51 per share, a 125% premium to the $29.56 close on August 11, 2025
Approximately $1,131.3 million paid to repurchase $1,187.7 million principal of 2026 notes, funded partly by $380 million of term loans
DigitalOcean reported second-quarter 2025 revenue of $219 million, up 14% year-over-year, and net income of $37 million, up 93%. The company raised its full-year 2025 revenue and Adjusted EBITDA margin guidance, which gives shareholders a higher outlook for the year.
Q2 2025 revenue was $219 million, up 14% year-over-year; ARR ended the quarter at $875 million.
Net income attributable to common stockholders was $37 million, up 93%; diluted EPS was $0.39 versus $0.20 a year earlier.
Full-year 2025 revenue guidance was raised to $888 million to $892 million; Adjusted EBITDA margin guidance was raised to 39% to 40%.
Third-quarter 2025 revenue guidance is $226 million to $227 million.
DigitalOcean reported first quarter 2025 revenue of $211 million, up 14% year-over-year, and net income of $38 million, up 170%. It also entered a new five-year credit agreement on May 5, 2025, that replaces its 2022 credit facility and provides a $300 million revolver and a $500 million delayed draw term loan, which may be used only to refinance its 0% convertible notes due 2026.
Q1 2025 revenue was $211 million, up 14% year-over-year; diluted net income per share was $0.39.
Adjusted free cash flow was negative $821 thousand, compared with $34 million in the first quarter of 2024.
Q2 2025 revenue guidance is $215.5 million to $217.5 million; full-year 2025 revenue outlook of $870 million to $890 million was reiterated.
The credit agreement matures on the fifth anniversary of May 5, 2025, with a springing maturity tied to the 2026 convertible notes.
At its April 4, 2025 Investor Day, DigitalOcean reaffirmed its guidance for the quarter ended March 31, 2025 and the year ending December 31, 2025, as first issued in its February 25, 2025 earnings release. The filing reports no new financial figures, so the outlook is unchanged and shareholders get no updated numbers from this filing.
Guidance for the quarter ended March 31, 2025 and fiscal year 2025 was reaffirmed, not changed.
Guidance was originally issued in the February 25, 2025 press release on fiscal Q4 and full-year 2024 results.
A webcast replay and presentation materials are available on the investor relations website until April 3, 2026.
DigitalOcean director Christopher Merritt told the company on March 26, 2025 that he will not stand for reelection at the 2025 Annual Meeting of Stockholders. The filing says the decision was not due to any disagreement with the company on its operations, policies or practices, and he will remain on the board until that meeting.
Notice given March 26, 2025 by director Christopher Merritt
Merritt will not stand for reelection at the 2025 Annual Meeting of Stockholders
He will continue to serve on the Board through the date of the Annual Meeting
Filing states no disagreement with the company on operations, policies or practices
DigitalOcean reported fourth-quarter revenue of $205 million, up 13% year-over-year, and full-year 2024 revenue of $781 million, also up 13%, with full-year net income of $84 million. The company initiated first-quarter and full-year 2025 guidance, with 2025 total revenue expected at $870 million to $890 million, and non-GAAP diluted net income per share of $1.85 to $1.95. Separately, director Amy Butte said she will not stand for reelection at the 2025 Annual Meeting, citing no disagreement with the company.
Q4 2024 revenue was $205 million, up 13%; net income attributable to common stockholders was $18 million, up 15%; diluted EPS was $0.19 versus $0.17 a year earlier.
Full-year 2024 revenue was $781 million, up 13%; net income was $84 million; diluted EPS was $0.89 versus $0.20 in 2023.
First-quarter 2025 guidance: total revenue of $207 million to $209 million. Full-year 2025 guidance: total revenue of $870 million to $890 million.
Director Amy Butte, who joined the board in April 2018, notified the company on February 21, 2025 that she will not stand for reelection and will serve through the 2025 Annual Meeting.
DigitalOcean reported third quarter 2024 revenue of $198 million, up 12% year-over-year, and net income of $33 million, up 72%, and raised its full-year 2024 revenue guidance to $775 million to $777 million. Adjusted free cash flow fell to $26 million from $56 million a year earlier, and the filing also disclosed the October 30, 2024 resignation of Chief Revenue Officer Muhammad Aaqib Gadit, with a deferred payment of about $7.3 million to him.
Q3 2024 revenue was $198 million, up 12% year-over-year; diluted net income per share was $0.33
Full-year 2024 total revenue guidance raised to $775 million to $777 million
Q4 2024 revenue guidance set at $199 million to $201 million
Adjusted free cash flow was $26 million in Q3 2024, versus $56 million in Q3 2023; Chief Revenue Officer Muhammad Aaqib Gadit resigned October 30, 2024
DigitalOcean reported second-quarter 2024 revenue of $192 million, up 13% year over year, and GAAP net income of $19 million, compared with $665,000 a year earlier. The company also updated its full-year 2024 revenue guidance to $770 million to $775 million and gave third-quarter revenue guidance of $196 million to $197 million.
Q2 2024 revenue of $192 million, up 13% year over year; diluted EPS of $0.20 versus $0.01 a year earlier
Full-year 2024 total revenue guidance updated to $770 million to $775 million
Third-quarter 2024 total revenue guidance of $196 million to $197 million
Adjusted free cash flow was $37 million, down from $45 million in Q2 2023
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