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DigitalOcean Holdings (DOCN)
NYSE:DOCN
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.48Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -3.82%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, significant advancements in AI infrastructure, and robust profitability metrics. While there were some challenges with capital expenditures and cautiousness in specific sectors, the overall performance and strategic initiatives indicate a positive outlook.Company Guidance
In the call, DigitalOcean provided guidance that reflects its continued focus on scaling with digital native enterprise customers and democratizing AI access. For Q1 2025, revenue grew by 14% year-over-year to $211 million, with AI ARR increasing over 160%. The company achieved a net dollar retention rate of 100% for the first time since Q2 2023, with revenue from customers spending over $100,000 annually growing 41% year-over-year. DigitalOcean also reported a 61% gross margin and 41% EBITDA margin for Q1, driven by cost optimizations and a new data center in Atlanta. The company maintained its full-year 2025 revenue guidance of $870 million to $890 million and adjusted EBITDA margins between 37% and 40%. The call highlighted a strategic $20 million multi-year AI inferencing commitment, reflecting DigitalOcean's shift toward larger deals and a more predictable revenue base.Strong Revenue and AI ARR Growth
Revenue increased by 14% year-over-year to $211 million, with AI Annual Recurring Revenue (ARR) growing north of 160% year-over-year.
Robust Net Dollar Retention
Net Dollar Retention (NDR) improved to 100% for the first time since Q2 2023, indicating stable customer revenue generation.
Higher Spending Customers Drive Growth
Revenue from customers with an annual run rate over $100,000 increased by 41% year-over-year, driven by a 27% increase in customer count.
Profitability Metrics Improvement
Achieved 61% gross margin and 41% EBITDA margins, with gross margins improving by 200 basis points year-over-year.
Infrastructure and Product Innovation
Launched over 50 new products and features, and expanded AI infrastructure with NVIDIA and AMD GPUs to support growing AI inferencing workloads.
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DOCN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DOCN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $32.76 | $28.25 | -13.77% |
Feb 25, 2025 | $37.17 | $40.83 | +9.85% |
Nov 04, 2024 | $40.83 | $35.33 | -13.47% |
Aug 08, 2024 | $29.10 | $32.57 | +11.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does DigitalOcean Holdings (DOCN) report earnings?
DigitalOcean Holdings (DOCN) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is DigitalOcean Holdings (DOCN) earnings time?
DigitalOcean Holdings (DOCN) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DOCN EPS forecast?
DOCN EPS forecast for the fiscal quarter 2025 (Q2) is 0.47.
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