DOCN · DigitalOcean Holdings, Inc.
$129.92
-2.37 (-1.79%)
At close · Aug 14
Market Cap
$15.28B
Shares
117.58M
DigitalOcean Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for DigitalOcean Holdings, Inc. (DOCN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲36.5%
$152.12M
$7.90M
'22 Q3
22-11-07
▲36.2%
$163.00M
−$10.07M
'22 Q4
23-02-16
▲29.7%
$165.13M
−$16.37M
'23 Q1
23-05-09
▲26.8%
$169.81M
$665,000
'23 Q2
23-08-11
▲16.4%
$177.06M
$19.18M
'23 Q3
23-11-02
▲11%
$180.87M
$15.94M
'23 Q4
24-02-21
▲11.9%
$184.73M
$14.14M
'24 Q1
24-05-10
▲13.3%
$192.48M
$19.14M
'24 Q2
24-08-08
▲12.1%
$198.48M
$32.95M
'24 Q3
24-11-04
▲13.3%
$204.93M
$18.27M
'24 Q4
25-02-25
▲14.1%
$210.70M
$38.20M
'25 Q1
25-05-06
▲13.6%
$218.70M
$37.03M
'25 Q2
25-08-05
▲15.7%
$229.63M
$158.37M
'25 Q3
25-11-05
▲18.3%
$242.39M
$25.66M
'25 Q4
26-02-24
▲22.4%
$257.90M
$15.77M
'26 Q1
26-05-05
LATEST
▲28.6%
$281.18M
$35.44M
'26 Q2
26-08-04
Earnings call
FY26 · Q2
2026-08-04
DigitalOcean Q2'26 Earnings Conference Call
Confident tone
AI-native cloud and inference engine traction
Revenue growth acceleration
Capacity expansion and supply chain
Revenue
$281.18M
▲ 28.6% YoY Diluted EPS
$0.29
▼ 25.6% YoY Gross margin
55.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
DigitalOcean Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone
AI Native Cloud Platform Launch
Capacity Expansion and Capital Raising
Inference Market Stage
Revenue
$257.90M
▲ 22.4% YoY Diluted EPS
$0.15
▼ 61.5% YoY Gross margin
56.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-03
2026 Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-24
DigitalOcean Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone
AI inference / agentic cloud opportunity
GPU/AI hardware economics and component costs
Top customers as growth engine
Revenue
$242.39M*
▲ 18.3% YoY Gross margin
58.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
DigitalOcean Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone
AI infrastructure and agentic cloud demand
Financial results and guidance
Net dollar retention metric
Revenue
$229.63M
▲ 15.7% YoY Diluted EPS
$1.51
▲ 357.6% YoY Gross margin
59.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
DigitalOcean Holdings, Inc. Q2 FY2025 Earnings Call
Confident tone
AI/ML Growth and Gradient Platform
Core Cloud Acceleration and Product Innovation
AI Customer Lifecycle and Retention
Revenue
$218.70M
▲ 13.6% YoY Diluted EPS
$0.39
▲ 95% YoY Gross margin
59.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
DigitalOcean Holdings, Inc. Q1 FY2025 Earnings Call
Confident tone
Atlanta data center / AI inferencing infrastructure
Profitability and free cash flow guidance
Alternative financing / leasing capacity
Revenue
$210.70M
▲ 14.1% YoY Diluted EPS
$0.39
▲ 160% YoY Gross margin
61.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
DigitalOcean Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone
Revenue growth and NDR improvement
Higher-spend customer cohorts (Scalers/Scalers+)
Profitability and cost discipline
Revenue
$204.93M
▲ 13.3% YoY Diluted EPS
$0.19
▲ 11.8% YoY Gross margin
61.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
DigitalOcean Holdings, Inc. Q3 FY2024 Earnings Call
Positive tone
Core cloud product velocity and innovation
Scalers / upmarket customer focus
Net Dollar Retention / NDR
Revenue
$198.48M
▲ 12.1% YoY Diluted EPS
$0.33
▲ 65% YoY Gross margin
58.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
DigitalOcean Holdings, Inc. Q2 FY2024 Earnings Call
Positive tone
Data center consolidation and capacity
Net dollar retention
AI/ML growth and GPU products
Revenue
$192.48M
▲ 13.3% YoY Diluted EPS
$0.20
▲ 1900% YoY Gross margin
59.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-10
DigitalOcean Holdings, Inc. Q1 FY2024 Earnings Call
Confident tone
AI and machine learning opportunity
Q1 financial performance
Platform and infrastructure gaps
Revenue
$184.73M
▲ 11.9% YoY Diluted EPS
$0.15
Gross margin
59.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
DigitalOcean Holdings, Inc. Q4 FY2023 Earnings Call
Positive tone
Customer Base and ARR Growth
Market Opportunity and TAM
AI/ML and Paperspace
Revenue
$180.87M
▲ 11% YoY Diluted EPS
$0.17
Gross margin
57.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
DigitalOcean Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$177.06M
▲ 16.4% YoY Diluted EPS
$0.20
▲ 150% YoY Gross margin
58.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-11
DigitalOcean Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$169.81M
▲ 26.8% YoY Diluted EPS
$0.01
Gross margin
58.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
DigitalOcean Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$165.13M
▲ 29.7% YoY Diluted EPS
$-0.17
Gross margin
54.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
DigitalOcean Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$163.00M*
▲ 36.2% YoY Gross margin
63.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-07
DigitalOcean Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$152.12M
▲ 36.5% YoY Diluted EPS
$0.08
Gross margin
62.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-08
DigitalOcean Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$133.88M
▲ 29% YoY Diluted EPS
$-0.07
Gross margin
64.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
DigitalOcean Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$127.33M
▲ 35.9% YoY Diluted EPS
$-0.17
Gross margin
62.9%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
DigitalOcean Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$119.66M*
▲ 36.7% YoY Gross margin
62.9%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
DigitalOcean Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$111.43M
▲ 37.3% YoY Diluted EPS
$-0.02
Gross margin
61.0%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
DigitalOcean Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$103.81M
▲ 35% YoY Diluted EPS
$-0.02
Gross margin
58.4%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
DigitalOcean Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$93.66M
▲ 28.7% YoY Diluted EPS
$-0.07
Gross margin
57.8%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–23 of 23 earnings calls
Key facts
CIK
1582961
CUSIP
25402D102
13F (30d)
537 filings
527 filers
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