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AI inference services drive 29% revenue growth and record $93M quarterly ARR additions.

DigitalOcean (NYSE:DOCN) reported second-quarter 2026 revenue of $281 million, up 29% from a year earlier and above the high end of its guidance, as growth accelerated among its largest customers and AI-focused offerings gained adoption. Chief Executive Officer Paddy Srinivasan said the company add

Moby summary of DigitalOcean Holdings, Inc.'s Q2 2026 earnings call

DigitalOcean's Q2 revenue surged 29% year-over-year to $281 million, driven by record incremental ARR and 200% growth in AI customer ARR, prompting an increased full-year 2026 guidance.

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yum! Brands upgraded, Chipotle downgraded: Wall Street's top analyst calls

DigitalOcean (NYSE:DOCN) reported what executives repeatedly described as a strong first quarter of 2026, citing accelerating demand from large cloud and AI-native customers, the launch of a new “AI-Native Cloud” platform, and expanded data center commitments intended to support growth into 2027 and

Moby summary of DigitalOcean Holdings, Inc.'s Q1 2026 earnings call

Padmanabhan Srinivasan: Thank you, Raju. Q1 revenue was $258 million up 22% year-over-year, with million dollar plus customers growing 179% year-over-year to $183 million in ARR. AI customer ARR grew 221% to $170 million, and we beat every financial target we shared in our last call.

Cloud computing platform DigitalOcean (NYSE:DOCN) will be reporting earnings this Tuesday before market hours. Here’s what you need to know.

Morgan Stanley just reset its expectations for DigitalOcean (DOCN). The firm maintained its $75 price target but also laid out a bull case for the stock to reach $160 if execution continues to improve. Shares trade around $96 after climbing 100% year to date, adding more weight to what comes next. ...