Every material Form 8-K DigitalOcean filed with the SEC in 2025, 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 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.
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