DigitalOcean(DOCN) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Q2 2025 revenue reached $219 million, a 14% year-over-year increase[26] - Annual Run-rate Revenue (ARR) grew to $875 million, also a 14% year-over-year increase[26] - Net Dollar Retention Rate (NDR) improved to 99%, a 200 bps increase[26] - Average Revenue per User (ARPU) increased by 12% to $111.70[26] - The company is raising full year revenue guidance to $888 to $892 million[21] - Adjusted Free Cash Flow Margin for Q2 2025 was 26%, with a trailing twelve months margin of 14%[35] Customer Growth - Digital Native Enterprise (DNE) customers expanded to 174,000[21] - Scalers+ (>$100K Annual run rate) are growing at 35% and represent 24% of revenue[21] - Higher Spend Customers (Builders, Scalers, and Scalers+) represent 89% of total company revenue[41] Product and Innovation - Launched 60 new features across Cloud and AI stack[22] - General Availability (GA) of DigitalOcean Gradient AI Platform[22] Market Focus - The company focuses on the $140 billion Digital Native Enterprises market[11]