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 ...

36,382,733+$15.35+7.81%$211.95[FactSet Research Systems][FDS]• Vol: 349,169+$11.69+6.14%$201.95[IBM][IBM]• Vol: 5,557,844+$12.45+5.58%$235.80## Top Losing Stocks[Expeditors International of Washington][EXPD]• Vol: 713,376-$9.206.15%$140.44[Oneok][OKE]†¢ Vol: 2,540,845-$4.705.38%$82.63[CVS Health][CVS]• Vol: 2,949,597-$3.364.36%$73.64[Fair Isaac] [FICO]• Vol: 132,015-$45.403.54%$1,236.25[Diamondback Energy][FANG]• Vol: 1,195,316-$5.733.30%$168.09 Bleeker | Feb 15, 2026 at 7:50 AM EST Nvidia closed the week ...

Quick Read Amazon (AMZN) committed to $200B in capital expenditure for 2026. Amazon spent $131.8B in 2025. Amazon’s AWS revenue hit $35.6B in Q4 2025. This marked the fastest growth in 13 quarters at 24%. Amazon’s free cash flow fell to $7.7B from $32.9B. Capital spending consumed 94.5% of operating cash flow. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Amazon.com (NASDAQ:AMZN) has committed $20 ...

And given this momentum that we are seeing and the progress we are making against our long-term strategy, we wanted to provide a more comprehensive update today rather than wait for a separate investor day. Our prepared remarks will be slightly longer than usual. We will advance slides from our earnings presentation on the webcast as we go, and we will leave plenty of time for questions.Padmanabhan T. Srinivasan: Thank you, Melanie. Good morning, everyone, and thank you for joining us. We had a fantastic qu ...

Key Takeaways CoreWeave is expanding GPU cloud capacity with multibillion-dollar OpenAI and Meta deals.Microsoft Cloud topped $50B in Q2 2026, with $625B in RPO boosting revenue visibility.CRWV shares jumped 27.4% in three months, far outpacing MSFT's 19.4% fall.Behind every generative AI model and autonomous system is massive compute infrastructure, especially data centers full of GPUs that train and serve models. Two very different public companies that are riding this trend are CoreWeave, Inc. (CRWV) , a ...

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]

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