10-Q quarterly report · filed Aug 4, 2026

DigitalOcean Holdings, Inc. (DOCN) Q2 2026 10-Q Quarterly Report

Short answer

DigitalOcean Holdings, Inc. (DOCN) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $281M (up 28.6% year over year) with net income of $35M.

Q2 2026 key financials · XBRL

Revenue
$281M
+28.6% YoY · +9.0% QoQ
Net income
$35M
−4.3% YoY · +124.7% QoQ
Operating margin
10.4%
Gross margin
55.0%
EPS (diluted)
$0.30
−21.1% YoY · +100.0% QoQ

Source: XBRL data from the DigitalOcean Holdings, Inc. (DOCN) Q2 2026 10-Q on SEC EDGAR. USD.

DigitalOcean Holdings, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $281.2M, up 29% YoY from $218.7M, driven by 45% DNE customer revenue growth
  • Gross margin 55% vs 60% YoY; operating margin 10% vs 16%; net margin 13% vs 17%
  • AI Customer ARR $234M vs $75M; overall ARR $1.125B vs $875M
  • Data-center expansion costs pressured margins before new facilities’ revenue ramp
  • Near-term headwinds: macroeconomic uncertainty, high interest rates, trade restrictions, and geopolitical conflicts

Risk Factors

  • New credit-agreement amendment dated May 4, 2026, adding lender and increasing-lender parties
  • Equity dilution risk from CEO plan covering up to 75,142 shares through March 15, 2027
  • Equity dilution risk from Chief Accounting Officer plan covering up to 24,060 shares through June 4, 2027
  • Share-repurchase execution risk with $100 million remaining under the program through July 31, 2027

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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