DigitalOcean Q4 Earnings Call Highlights

Management repeatedly emphasized that scaling larger customers—previously described as a constraint—has become a driver of the business. Srinivasan said the company delivered record incremental organic ARR of $51 million in Q4 and $150 million on a trailing 12-month basis.DigitalOcean reported adjusted EBITDA of $99 million in Q4 (41% margin) and $375 million for the year (42% margin). Trailing 12-month adjusted free cash flow was $168 million in Q4, which Steinfort described as 19% of revenue. Srinivasan c ...