DOCN DigitalOcean Holdings, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Agentic inference cloud platform offering IaaS, PaaS, SaaS, and AI/ML services to AI and Digital Native Enterprises
• • New emphasis: Launch of DigitalOcean Gradient® AI Agentic Cloud including GPU Droplets, Bare Metal GPUs, LLMs, and AI Agents
• • Strategic shift: Reclassification of customer support personnel costs from R&D and sales to cost of revenue for better comparability
• • Quantitative highlight: Net income surged to $259.3M in 2025 from $84.5M in 2024; employees and share count slightly decreased
• • Noteworthy fact: Purchased capped calls related to 2030 Convertible Notes totaling $104.7M net of tax for risk management

Risk Factors

• • Regulatory risk: Potential impact from U.S. tariffs and trade restrictions amid ongoing trade tensions affecting international operations
• • Macroeconomic threat: 62% revenue sourced outside U.S., exposed to geopolitical tensions including Russia, Ukraine, Middle East conflicts
• • Operational vulnerability: Exclusion of legacy Bare Metal CPU offerings reflects migration risk off older infrastructure affecting customer base
• • Competitive disruption: Growing AI/ML platform competing with hyperscalers offering advanced GPU and large language model services
• • Financial risk: Increased general and administrative expenses $138.5M in 2025 vs $160.9M in 2024 amid scaling business complexities

Management Discussion & Analysis

• • Revenue $901.4M, up 15% YoY from $780.6M; driven by 24% revenue growth from DNE Customers
• • Gross margin stable at 60% for both years; operating expenses increased 2% to $382.6M from $374.9M
• • Best segment: DNE Customers driving 24% revenue growth; no distinct worst segment highlighted
• • Operating cash flow $309.6M, up from $282.7M; $82.1M stock repurchases in 2025; $268.3M net cash used in investing, $216.9M net cash used in financing including $1.13B convertible notes repurchase
• • Management expects cash flows, credit facility ($420M borrowing capacity), and cash on hand ($254.5M) sufficient for at least 12 months; repurchase program authorized up to $100M through July 2027

What are the latest DOCN SEC filings in 2026?

DigitalOcean Holdings, Inc. (DOCN) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did DOCN file its most recent 10-K annual report?

DigitalOcean Holdings, Inc. (DOCN) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view DOCN 10-Q quarterly reports?

DigitalOcean Holdings, Inc. (DOCN)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every DOCN 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has DOCN filed recently?

DigitalOcean Holdings, Inc. (DOCN)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find DOCN insider trading activity (Form 4)?

SignalX aggregates every DOCN Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does DOCN file with the SEC?

DigitalOcean Holdings, Inc. (DOCN) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new DOCN filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for DigitalOcean Holdings, Inc. (DOCN).

What is DOCN's SEC CIK number?

DigitalOcean Holdings, Inc. (DOCN)'s SEC CIK (Central Index Key) number is 1582961. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1582961 to look up all DOCN filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find DOCN return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from DigitalOcean Holdings, Inc. (DOCN) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.