Exhibit 99.1 DigitalOcean Announces Third Quarter 2025 Financial Results BROOMFIELD, Colo., November 5, 2025 – DigitalOcean Holdings, Inc. (NYSE: DOCN), the comprehensive agentic cloud, today announced results for its third quarter ended September 30, 2025. "DigitalOcean's unified agentic cloud is driving accelerated momentum in Q3. Revenue increased 16% year over year and we delivered the strongest incremental organic ARR in our history," said Paddy Srinivasan, CEO of DigitalOcean. "Our unified agentic clo ...

BROOMFIELD, Colo.--(BUSINESS WIRE)--DigitalOcean Holdings, Inc. (NYSE: DOCN), the comprehensive agentic cloud, today announced results for its third quarter ended September 30, 2025. "DigitalOcean's unified agentic cloud is driving accelerated momentum in Q3. Revenue increased 16% year over year and we delivered the strongest incremental organic ARR in our history,†said Paddy Srinivasan, CEO of DigitalOcean. "Our unified agentic cloud platform is emerging as a preferred destination for AI and. ...

Core Viewpoint - DigitalOcean Holdings Inc. has shown positive stock performance, with a 0.84% increase in the current session, an 8.53% increase over the past month, and a 15.91% increase over the past year, leading to optimism among long-term shareholders [1] Group 1: Stock Performance - The current trading price of DigitalOcean Holdings Inc. is $41.00 [1] - The stock has increased by 8.53% over the past month [1] - The stock has increased by 15.91% over the past year [1] Group 2: Price-to-Earnings Ratio Analysis - The P/E ratio is a key metric for long-term shareholders to evaluate market performance against historical earnings and industry standards [5] - DigitalOcean Holdings Inc. has a P/E ratio of 31.04, which is lower than the IT Services industry average of 97.61 [6] - A lower P/E ratio may suggest that shareholders expect the stock to perform worse than industry peers or that the stock is undervalued [6] Group 3: Limitations of P/E Ratio - The P/E ratio is useful for market performance analysis but has limitations, as a lower P/E can indicate undervaluation or lack of expected future growth [10] - The P/E ratio should not be used in isolation; other factors like industry trends and business cycles also affect stock prices [10] - Investors are advised to use the P/E ratio alongside other financial metrics and qualitative analysis for informed investment decisions [10]

DigitalOcean's artificial intelligence revenue is growing at a rapid pace right now, as small and mid-sized businesses race to deploy the technology.Earnings season for the quarter ended Sept. 30 is now in full swing. Wall Street remains focused on the technology sector because it's at the epicenter of powerful trends like artificial intelligence (AI) that are creating significant amounts of value right now.DigitalOcean (DOCN 1.61%) is an under-the-radar company valued at just $3.6 billion. It provides clou ...

DigitalOcean Holdings (DOCN) stock has been performing well this year, driven by strong earnings and growing optimism around its artificial intelligence (AI)- focused cloud offerings. Unlike giants such as Amazon's (AMZN) Amazon Web Services (AWS) and Microsoft's (MSFT) Azure, DigitalOcean specializes in serving developers, startups, and small to mid-size businesses, offering simple, scalable, and cost-effective cloud solutions tailored to this niche. Adding fuel to the rally were recent takeover rumors th ...

Core Thesis - DigitalOcean Holdings, Inc. (DOCN) is facing significant operational, financial, and governance challenges that undermine its investment case [2][4][5] Company Overview - DOCN positions itself as a developer-friendly cloud infrastructure provider, offering various services including Infrastructure-as-a-Service and Platform-as-a-Service across multiple regions [2] - The company has a relatively small scale compared to larger hyperscalers, primarily renting compute and storage capacity with minimal differentiation [2] Financial Performance - DOCN has relied on aggressive accounting practices and acquisitions to mask a slowing core business, which raises concerns about its true growth [3][5] - The company is experiencing pricing pressure and capacity constraints in its GPU rental segment, a key growth area [4] - Upcoming refinancing of $1.5 billion in 0% convertible debt could increase cash burn and leverage risk significantly [4] Governance and Accounting Issues - There are concerns regarding related-party transactions and accounting practices that obscure the company's economic performance, including redefinitions of key financial metrics [3][5] - Internal control weaknesses and frequent changes in C-suite executives contribute to governance issues, undermining investor confidence [5] Market Risks - Regulatory changes targeting AI GPU sales to China pose a threat to DOCN's growth, potentially eliminating a significant revenue stream [4] - Multiple near-term catalysts, including refinancing and regulatory shifts, could lead to a severe rerating of the stock, with downside scenarios exceeding 60% [6]

Group 1 - The article discusses the approach of contrarian investing, focusing on identifying undervalued companies with potential for significant returns [1] - The author highlights a personal success in speculative investments, achieving quadruple-digit returns from certain calls [1] - The investment strategy has evolved from a focus on technology to also include commodities and energy sectors, reflecting the ongoing energy transition [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Investment Focus - The company emphasizes uncovering overlooked investment opportunities through a strong background in investment, private equity, and venture capital [1] - Articles produced by the company on Seeking Alpha concentrate on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] Group 2: Community Engagement - The company is passionate about sharing insights with a wider audience and learning from fellow investors, aiming to drive positive change and contribute to a more sustainable and innovative world [1]

Core Viewpoint - DigitalOcean Holdings (NYSE:DOCN) is experiencing a rise in stock price, gaining 4% amid renewed speculation of a potential takeover [2] Group 1 - Traders have reported that DigitalOcean has attracted takeover interest, referencing a Betaville "uncooked" alert that circulated recently [2] - The speculation follows a previous report from Betaville last September regarding Cloudflare's interest in DigitalOcean [2]

Core Insights - DigitalOcean has announced a significant expansion of its AI offerings and the introduction of the DigitalOcean AI Partner Program to foster innovation and support startups and builders [1][5] Group 1: DigitalOcean AI Ecosystem - The DigitalOcean AI Ecosystem enables customers to create and deploy AI applications effectively, providing a suite of tools including AMD and NVIDIA GPUs and access to advanced models from companies like OpenAI and Meta [2][4] - Planned integrations within the Gradient AI Agentic Cloud include media models from Fal.ai for generating voice, image, and video, and leveraging Vector Search from MongoDB for intelligent applications [3][4] Group 2: Developer Support and Community - The Gradient AI Ecosystem serves as a powerful resource for developers, emphasizing the importance of software and community collaboration in AI development [4] - DigitalOcean aims to provide developers and enterprises with resources, tools, and community support to scale their AI applications, including practical use cases and tutorials [5][10] Group 3: AI Partner Program - The DigitalOcean AI Partner Program is designed to accelerate growth for partners and customers, offering unique advantages tailored for AI development [5][6] - The program includes extensive developer marketing support, community engagement opportunities, and access to DigitalOcean's customer base of over 640,000 [9][10]