DOCN DigitalOcean Holdings, Inc.

FY2025 10-K
Filed: Feb 24, 2026
Information Technology
Services-Computer Programming, Data Processing, Etc.SEC EDGAR

DigitalOcean Holdings, Inc. (DOCN) filed its fiscal year 2025 10-K annual report with the SEC on Feb 24, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

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
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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
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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
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Financial Summary
XBRL

Revenue

$901M

Net Income

$259M

Gross Margin

59.9%

Operating Margin

17.4%

Net Margin

28.8%

ROE

-903.7%

Total Assets

$1.8B

EPS (Diluted)

$2.52

Operating Cash Flow

$310M

Source: XBRL data from DigitalOcean Holdings, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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