DOCNNYSEServices-Computer Programming, Data Processing, Etc.US GAAP · USD

DigitalOcean Holdings, Inc.

DigitalOcean Holdings, Inc. provides a cloud computing platform built for digital native enterprises and growing technology companies that want simple, scalable infrastructure with predictable economics. Its offering spans virtual machines, storage, networking, managed databases, Kubernetes, hosting, marketplace services, and an expanding AI/ML platform under DigitalOcean Gradient AI Agentic Cloud.

Kysy yhtiöstä
Liikevaihto901milj. USD
+15,5 %v/v
Liikevoitto (EBIT)157milj. USD
+72,5 %v/v
EBIT-marginaali17,4%
+5,8 %-yks.v/v
Nettotulos259milj. USD
+206,8 %v/v
Vapaa kassavirta181milj. USD
+72,6 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−20002004006008001 000milj. USD2020: 318 milj. USD2020: EBIT −16 milj. USD20202021: 429 milj. USD2021: EBIT −11 milj. USD20212022: 576 milj. USD2022: EBIT −26 milj. USD20222023: 693 milj. USD2023: EBIT 12 milj. USD20232024: 781 milj. USD2024: EBIT 91 milj. USD20242025: 901 milj. USD2025: EBIT 157 milj. USD2025901157
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Infrastructure-as-a-Service (IaaS)45 %

Core compute, storage, and networking products used to run applications and workloads.

Platform-as-a-Service (PaaS)25 %

Managed cloud services such as databases, Kubernetes, and hosting that reduce infrastructure management.

Software-as-a-Service (SaaS) and Marketplace10 %

Marketplace and software-style services layered on top of the cloud platform.

AI/ML Platform20 %

Gradient AI Agentic Cloud offerings for inference, model access, and AI application building.

Asiakkaat

DigitalOcean serves digital native enterprises, growing technology companies, and developers that need fast deployment without the complexity of hyperscale cloud platforms. Its customer base also includes smaller users and individual developers, but the company is increasingly focused on higher-spend customers that build, deploy, and scale production workloads on the platform.

Higher Spend Customers

Builders, Scalers, and Scalers+ customers that generate most revenue and use the platform for production workloads.

Digital Native Enterprises

Technology-oriented businesses that buy cloud infrastructure and managed services to deploy applications quickly.

Developers and Small Teams

Individual developers and smaller users that use the platform for discrete tasks, experimentation, and learning.

AI/ML Workload Customers

Customers adopting GPU and model-serving products for inference, AI application development, and agent workflows.

Strategia

DigitalOcean is prioritizing growth in higher-spend customers and larger workloads, including AI inference and agentic cloud use cases. It is also investing in product breadth and platform simplicity so customers can expand usage over time without moving to more complex cloud providers.

Increase higher-spend customer penetrationLyhyt aikaväli

These customers drive most revenue and improve monetization of the platform.

Scale AI/ML platform adoptionKeskipitkä aikaväli

AI inference and agentic workloads can expand use cases and raise workload intensity.

Maintain simple, self-service go-to-marketKeskipitkä aikaväli

Low-friction acquisition supports efficient growth and broad customer reach.

Maantiede

DigitalOcean has a globally distributed customer base across about 190 countries, with roughly two-thirds of revenue historically coming from outside the United States. Reported revenue mix shows North America as the largest region, followed by Europe and Asia, which makes the business exposed to broad international demand and foreign currency effects.

Riskit

DigitalOcean’s results can fluctuate because revenue is usage-based, customer contracts are often month-to-month, and demand can shift quickly with customer workloads. The company also faces cloud-industry risks such as cybersecurity incidents, service outages, competitive pressure from larger providers, and foreign exchange exposure from its globally distributed customer base.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Revenue volatility from consumption-based billing1Cybersecurity and service availability incidents2Competitive pressure from hyperscalers and other cloud vendors3Foreign exchange and international demand exposure4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Revenue volatility from consumption-based billingVaikutus: KorkeaTodennäköisyys: Korkea

    Customers pay based on usage, so revenue depends on workload levels rather than fixed contracts.

    Kohdistuu: Month-to-month customer behavior and variable cloud consumption

  2. Cybersecurity and service availability incidentsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Cloud platforms are exposed to malware, ransomware, denial-of-service attacks, and software failures.

    KohdistuuCustomer dataPlatform uptimeBrand reputation
  3. Competitive pressure from hyperscalers and other cloud vendorsVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Larger providers can bundle services, invest more heavily, and compete on price or features.

    KohdistuuPricingCustomer acquisitionRetention
  4. Foreign exchange and international demand exposureVaikutus: KeskitasoTodennäköisyys: Matala

    A large share of revenue comes from outside the United States, creating FX and regional demand sensitivity.

    KohdistuuReported revenueMarginsCash flows

Kirjanpito

Harkinnanvaraiset erät
ASC 606 usage-based revenue recognition

Revenue is recognized as customers consume cloud resources, not when contracts are signed.

Vaikutus: Can create timing differences between invoicing, cash collection, and reported revenue

Deferred revenue and contract liabilities

Advance payments and earned credits are recorded before revenue is fully recognized.

Vaikutus: Affects current liabilities and near-term revenue visibility

Promotional and referral credits

Credits are granted to encourage usage and are recognized when redeemed or expired.

Vaikutus: Reduces revenue and can affect customer acquisition economics

Cost of revenue reclassification

Customer support and related costs were moved from sales and marketing/R&D to cost of revenue.

Vaikutus: Changes gross margin and comparability across periods

Foreign currency fluctuations

Global operations create translation and transaction gains/losses.

Vaikutus: Affects other income, net and earnings volatility

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Transocean Ltd.

RIG · Drilling Oil & Gas Wells

Kinetic Seas Inc.

KSEZ · Blank Checks

Datasea Intelligent Technology Ltd

DTSS · Services-Prepackaged Software

Globant S.A.

GLOB · Services-Computer Processing & Data Preparation

Snowflake Inc.

SNOW · Services-Prepackaged Software

Gloo Holdings, Inc.

GLOO · Services-Computer Processing & Data Preparation

Päivitetty: 24.9.2026