DigitalOcean Holdings, Inc. Q4 2025 Earnings Call Summary

Management attributes the 18% Q4 revenue growth to a deliberate pivot toward Digital-Native Enterprises (DNEs), which now represent 62% of total ARR and are growing at 30% year-over-year. The company has successfully turned its largest customers into a growth engine, with million-dollar customers growing at 123% year-over-year and exhibiting 0% churn over the last twelve months. Strategic positioning is focused on the 'Agentic Inference Cloud,' targeting AI-native companies that require integrated ful ...