Filing Flows › DigitalOcean Holdings (DOCN) › Guidance & outlook
DigitalOcean Holdings (DOCN) guidance and outlook
DigitalOcean Holdings (DOCN) raised its guidance on Nov 3, 2026: Revenue +60% for FY2027; Revenue +60% for Q4 2026; Revenue $348M–$351M for the quarter ending Dec 31, 2026; Revenue +44% to +45% for the quarter ending Dec 31, 2026. DigitalOcean Holdings' 10-Q filed Nov 3, 2026 makes 19 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | +44% to +45% | raised |
| Revenue | FY2027 | +60% | raised |
| Revenue | Q4 2026 | +60% | raised |
| Revenue | the quarter ending Dec 31, 2026 | $348M–$351M | new |
| Revenue | the quarter ending Dec 31, 2026 | +44% to +45% | new |
| EBITDA margin | the quarter ending Dec 31, 2026 | 42%–43% | new |
| EPS | the quarter ending Dec 31, 2026 | $0.30–$0.32 | new |
| Revenue | FY2026 | $1.2B | raised |
| EBITDA margin | FY2026 | 41%–42% | raised |
| EPS | FY2026 | $1.60–$1.62 | raised |
From the earnings release filed Nov 3, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 3, 2026
- Thousands of new users come to DigitalOcean every month with some users intending only to utilize our platform for a discrete task, and other users are part of new or existing businesses that intend to operate their production and test workloads on our platform to support their business.
- We have a highly efficient self-service customer acquisition model, which we complement with a sales force focused on inside sales, targeted outside sales and partnership opportunities to drive revenue growth.
- We expect to increase our revenue in the future from existing customers through the introduction of new products and features tailored to our DNE Customers through expanded customer outreach, and targeted services to support our customers in migrating additional workloads from other cloud providers to DigitalOcean.
- We have a history of, and will continue to invest significantly in, delivering innovative products, features and functionality for our DNE Customers.
- The market opportunity for our services continues to expand and we expect to make additional investments to offer an enhanced and tailored suite of IaaS, PaaS/SaaS and AI/ML offerings that address the changing needs of our customers.
- In addition to organic growth, we believe that strategic partnerships and acquisitions will allow us to accelerate our key platform, product and marketing initiatives.
- We intend to actively pursue both strategic partnerships and acquisitions that we believe will be complementary to our business, accelerate customer acquisition, increase usage of our platform and/or expand our product offerings in our core markets.
- We will continue to monitor the direct and indirect impacts of these or similar circumstances on our business and our results of operations.
- Given the recurring nature of our business, we view ARR as an important indicator of our current progress towards meeting our revenue targets and projected growth rate going forward.
- We view AI Customer ARR as an important indicator of our growth in customers using AI-related products across our AI-Native Cloud and a key driver of our revenue targets and projected growth rate going forward.
- We intend to continue to invest additional resources in our infrastructure to support our product portfolio and the scalability of our customer base.
- We expect research and development expenses to increase in absolute dollars as we continue to invest in our platform and product offerings.
DigitalOcean Holdings' latest quarter
DigitalOcean Holdings, Q3 2026: revenue $321M (+40% year over year), operating margin 10.3%, net loss $42.6M, operating cash flow $161M. The chart follows the revenue to costs, profit and cash.
Questions
Did DigitalOcean Holdings raise or lower its guidance?
DigitalOcean Holdings (DOCN) raised its guidance on Nov 3, 2026: Revenue +60% for FY2027; Revenue +60% for Q4 2026; Revenue $348M–$351M for the quarter ending Dec 31, 2026; Revenue +44% to +45% for the quarter ending Dec 31, 2026.
What does DigitalOcean Holdings expect?
Thousands of new users come to DigitalOcean every month with some users intending only to utilize our platform for a discrete task, and other users are part of new or existing businesses that intend to operate their production and test workloads on our platform to support their business. We have a highly efficient self-service customer acquisition model, which we complement with a sales force focused on inside sales, targeted outside sales and partnership opportunities to drive revenue growth. We expect to increase our revenue in the future from existing customers through the introduction of n
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.