What happenedAccording to an SEC filing published Feb. 17, 2026, Glenview Capital Management initiated a new position in DigitalOcean Holdings (DOCN +3.39%) during the fourth quarter of 2025. The fund acquired 2,004,299 shares, with an estimated transaction value of $96.45 million based on the quarterly average price. The fund’s quarter-end position in DigitalOcean was valued at $96.45 million, and the net position change reflected this amount.What else to knowThis purchase opens a new position for the fund ...

So far in 2026, it's incredibly difficult to find tech companies that have positive sentiment and momentum underneath them. Investors have particularly shunned software stocks, as there is a widespread perception that the increasing capabilities of agentic AIWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He ha ...

DigitalOcean Holdings, Inc. (DOCN) reported $242.39 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 18.3%. EPS of $0.44 for the same period compares to $0.49 a year ago.The reported revenue represents a surprise of +1.99% over the Zacks Consensus Estimate of $237.66 million. With the consensus EPS estimate being $0.38, the EPS surprise was +16.8%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission file number: 001-40252 DigitalOcean Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 45-5207470 ( State or other jur ...

EST Guidance Item New Guidance Prior Consensus Direction Q4 Revenue…]## Vistra Misses Revenue by 19% but Doubles Down with $1 Billion Buyback[Joel South | Nov 6, 2025 at 9:42 AM EST Vistra Corp (NYSE: VST) reported Q3 2025 earnings before market open on November 6, missing revenue expectations sharply while signaling…]## Beyond Tesla and Nvidia: 2 Overlooked Robotics Stocks Just Blew Out Earnings[Eric Bleeker | Feb 20, 2026 at 8:44 AM EST Everyone knows NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Tesla ...

DigitalOcean (NYSE:DOCN) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsKingsley Crane - Managing DirectorMark Zhang - AVP of Equity ResearchMatt Steinfort - CFOMelanie Strate - Head of Investor RelationsPaddy Srinivasan - CEOPatrick Walravens - Managing Director and Director of Technology ResearchRadi Sultan - DirectorRaimo Lenschow - Managing DirectorThomas Blakey - Managing DirectorConference Call ParticipantsGabriela Borges - Managing Director and Senior Software Equity Research ...

DigitalOcean (NYSE:DOCN) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsKingsley Crane - Managing DirectorMark Zhang - AVP of Equity ResearchMatt Steinfort - CFOMelanie Strate - Head of Investor RelationsPaddy Srinivasan - CEOPatrick Walravens - Managing Director and Director of Technology ResearchRadi Sultan - DirectorRaimo Lenschow - Managing DirectorThomas Blakey - Managing DirectorConference Call ParticipantsGabriela Borges - Managing Director and Senior Software Equity Research ...

Financial Data and Key Metrics Changes - The company achieved 18% revenue growth in Q4 2025, reaching $901 million for the full year [4] - Incremental organic ARR was $51 million, the highest in the company's history [4] - Adjusted EBITDA margins were 42% and adjusted free cash flow margins were 19% for the year [4][34] - Q4 revenue was $242 million, up 18% year-over-year, with a gross profit of $142 million and a gross margin of 59% [34] Business Line Data and Key Metrics Changes - ARR from Digital Native Enterprises (DNEs) reached $604 million in Q4, growing 30% year-over-year [10] - The million-dollar customers cohort reached $133 million in ARR, growing at 123% year-over-year [10] - The company delivered a record organic incremental ARR of $51 million in Q4, surpassing previous peak quarters [9] Market Data and Key Metrics Changes - AI customer ARR reached $120 million in Q4 2025, growing 150% year-over-year, now making up 12% of total ARR [28] - The company is positioned to capture a significant share of the AI and cloud-native market, with a focus on serving these disruptors [5][12] Company Strategy and Development Direction - The company is focusing on scaling its top customers and expanding its base of AI-native customers [45] - It aims to deliver 21% revenue growth in 2026, with an exit growth rate of 25%+ in Q4 2026, and 30% growth in 2027 [7][30] - The strategy includes building a vertically integrated inference cloud to support AI-native companies [16][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on the AI-driven disruption in the software industry [5][48] - The company anticipates near-term pressure on gross margin and adjusted EBITDA due to new capacity investments but remains committed to maintaining financial discipline [31][41] - Management highlighted the importance of balancing growth with disciplined capital allocation [31][45] Other Important Information - The company introduced a new metric, AI customer revenue, to provide clearer visibility into its momentum [27] - The company has strengthened its executive team by adding a Chief Product and Technology Officer to enhance its capabilities [25] Q&A Session Summary Question: Insights on the inference market and customer evolution - Management noted that while major players like OpenAI and Anthropic dominate headlines, there is a growing importance of open-source models for managing unit economics [52][53] - The company is seeing a healthy adoption of open-source models among its AI-native customers, which is expected to grow [55][56] Question: Clarification on the weighted rule of fifty and free cash flow margins - Management explained that the weighted rule of fifty considers revenue growth as three times more valuable than free cash flow margin, indicating strong growth potential alongside disciplined financial management [57][58] Question: Operational support for open-source models - Management confirmed that they are extending day zero support for open-source models, with automation expected to increase in the future [63] - The company is working on intelligent routing algorithms to optimize the use of both open-source and closed-source models [65][66] Question: Revenue efficiency for fully utilized megawatts - Management indicated that they expect to deliver materially higher ARR per megawatt compared to competitors, with a focus on integrating AI and core cloud capabilities [68][70] Question: Incremental capacity and revenue growth projections - Management confirmed that the incremental 31 megawatts of capacity will come online by the end of 2026, supporting a projected exit growth rate of 25%+ in Q4 2026 and 30% growth in 2027 [73]

Q4 2025 Earnings and Investor Update Presentation February 24, 2026 2026 DigitalOcean. All rights reserved 1 Safe Harbor This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding our financial outlook. These statements are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results or ou ...

Exhibit 99.1 DigitalOcean Announces Fourth Quarter and Fiscal Year 2025 Financial Results BROOMFIELD, Colo., February 24, 2026 – DigitalOcean Holdings, Inc. (NYSE: DOCN), the agentic inference cloud, today announced results for its fourth quarter and fiscal year ended December 31, 2025. "AI is reshaping entire industries, and we are built for this shift. DigitalOcean's Agentic Inference Cloud is gaining further traction with large Cloud and AI Native customers that are driving the shift, which is evident in ...