Form 8-K

8-K — DigitalOcean Holdings, Inc.

Accession: 0001582961-26-000055

Filed: 2026-07-07

Period: 2026-07-07

CIK: 0001582961

SIC: 7370 (SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — docn-20260707.htm (Primary)

EX-99.1 (exhibit991pressrelease.htm)

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8-K

8-K (Primary)

Filename: docn-20260707.htm · Sequence: 1

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0001582961false00015829612026-07-072026-07-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (date of earliest event reported): July 7, 2026

DigitalOcean Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-40252

45-5207470

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

105 Edgeview Drive, Suite 425

Broomfield

Colorado

80021

(Address of Principal Executive Offices)

(Zip Code)

(646) 827-4366

Registrant's telephone number, including area code

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common stock, par value $0.000025 per share DOCN The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02 Results of Operations and Financial Condition.

On July 7, 2026, DigitalOcean Holdings, Inc. (the "Company") issued a press release announcing certain preliminary, unaudited financial results for the fiscal quarter ended June 30, 2026 (the "Preliminary Results"). The Preliminary Results reflect the Company's current estimates based on information available to management as of the date of the press release and are subject to the completion of the Company's normal quarter-end closing procedures, including final adjustments. Actual results may differ from the Preliminary Results presented herein.

The full text of the press release containing the Preliminary Results is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

This information is intended to be furnished under Item 2.02 and Item 9.01 of Form 8-K, “Results of Operations and Financial Condition” and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No. Description

99.1

Press Release of DigitalOcean Holdings, Inc., dated July 7, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: July 7, 2026 DigitalOcean Holdings, Inc.

By: /s/ W. Matthew Steinfort

W. Matthew Steinfort, Chief Financial Officer

EX-99.1

Filename: exhibit991pressrelease.htm · Sequence: 2

Document

Exhibit 99.1

DigitalOcean expects to report record Q2 2026 results with RPO to exceed $800M, up more than 10X year over year

Revenue growth expected to accelerate to 29%, up from 14% in same quarter 2025

RPO expected to increase by over $550M in Q2 2026

Expects Q2 aEBITDA margin and non-GAAP Net Income per Share at or above high end of guidance

Signed an additional 20 MW of committed data center capacity for 2027/2028

Projects higher exit 2026 growth rate as demand for AI-Native Cloud continues to grow

Broomfield, CO — July 7, 2026 — DigitalOcean Holdings, Inc. (NYSE: DOCN), the AI-Native Cloud, purpose-built for inference and agentic workloads, today announced its continued customer traction with multiple nine-figure annual customer commitments for inference and cloud products added in the quarter. The Company’s remaining performance obligations (RPO) are expected to grow more than 10X from the second quarter of fiscal year 2025 to more than $800 million, with weighted average life increasing from 1.6 years to over 3 years.

“We continue to win the world’s most sophisticated AI customers and demand continues to accelerate. Customers recognize the differentiation of our AI-Native Cloud platform, appreciate how easy we make it to scale their businesses, and seek the total cost of ownership advantage that we provide them,” said Paddy Srinivasan, CEO of DigitalOcean. “By working directly with our customers to build capabilities, such as our Inference Router that balances price and performance across both closed and open source models, we continue to extend our software advantage and further separate ourselves from bare-metal GPU rental companies.”

In addition, the Company has also secured an incremental 20 MW of additional data center capacity that is expected to come online in late 2027 and early 2028, bringing DigitalOcean's total committed data center capacity to approximately 155 MW. The Company continues to actively pursue additional incremental capacity to support accelerating customer demand.

For Q2 2026, the Company expects year over year revenue growth of approximately 29%, and projects to be at or above the top end of the range of its previously provided guidance for aEBITDA margin and non-GAAP Net Income per Share. The Company also expects this customer momentum to positively impact the previously provided guidance for exit 2026 revenue growth. The Company will provide more details in its upcoming earnings release.

A reconciliation of non-GAAP measures to corresponding GAAP measures is not available on a forward-looking basis at this time without unreasonable effort due to the uncertainty and potential variability of expenses that may be incurred in the future. We are not able to assess the probable significance of the unavailable information at this time and these factors could be material to our results computed in accordance with GAAP. The financial guidance presented in this release are estimates based on information available as of the date of this release. There can be no assurance that our actual results will not differ from the financial guidance presented in this release.

About DigitalOcean

DigitalOcean (NYSE: DOCN) is the AI-Native Cloud, purpose-built for inference and agentic workloads. DigitalOcean brings infrastructure, core cloud services, inference, data, and agents together in one integrated stack that is open throughout, giving builders the best of the AI ecosystem in one place. More than 650,000 customers and millions of developers trust DigitalOcean to build, ship, and scale AI and agentic applications faster. To learn more, visit www.digitalocean.com.

Forward-Looking Statements

This release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding our financial outlook. The forward-looking statements contained in this release are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results or outcomes to be materially different from any future results or outcomes expressed or implied by the forward-looking statements. These risks, uncertainties, assumptions, and other factors include, but are not limited to our ability to continue to attract new customers and retain existing customers, and our plans with respect to accelerating investments in data centers and GPU capacity. Further information on these and additional risks, uncertainties, assumptions and other factors that could cause actual results or outcomes to differ materially from those included in or contemplated by the forward-looking statements contained in this release are included under the caption “Risk Factors” and elsewhere in our Annual Report on Form 10-K for the year ended December 31, 2025 and subsequent filings and reports we make with the SEC.

Investor Relations

investors@digitalocean.com

Media Relations

press@digitalocean.com

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