NYSE$DOCN

DigitalOcean Holdings Inc. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

DigitalOcean reported Q3 2025 revenue of $229.6M with net income of $158.4M and diluted EPS of $1.51.

Third-quarter revenue increased to $229.6 million. Net income benefited from a debt-extinguishment gain; diluted EPS was $1.51. ARR and higher-spend customer growth remain strategic priorities for the cloud platform.

  • Q3 revenue $229.6M; ARR and $100K+ customer metrics expanded.
  • Net income $158.4M includes non-operating debt gain.
  • Diluted EPS $1.51.
  • AI/ML offerings and infrastructure investment support growth.

Headline financials

Total Revenue

$230M

Previous: $198M+15.7%
EPS (adj)

$1.51

Previous: $0.52+190.4%
Annual Run-Rate Revenue

$919M

No prior period
Adjusted EBITDA

$99.8M

No prior period
Organic Incremental ARR

$44M

No prior period
Net Dollar Retention Rate

99.0%

No prior period
Capital Expenditures

-$103M

Previous: -$133M+22.5%
Net Income

$158M

Previous: $32.9M+380.7%
Operating Income

$44.9M

Previous: $24.6M+82.6%
Gross Profit

$137M

Previous: $119M+14.6%

Revenue & EPS history

DigitalOcean · Revenue · Quarterly

$230M

Q3 2025+15.7%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

ARR growth and higher-spend customer expansion anchor the outlook.

Tailwinds

  • Cloud platform scale and AI workload adoption.
  • Capital returns after debt actions.

Headwinds

  • Competition from hyperscalers.
  • Infrastructure capex and utilization.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+3.4%

Avg return

Earnings day

+6.1%

Avg return

5 days after

+9.3%

Avg return

30 days after

56%

14 / 25 earnings

Positive

+40.8%

Q1 2026

Best reaction

-25.3%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+40.8%+51.1%+66.1%
Q4 2025+8.2%-5.4%+44.5%
Q3 2025+17.1%+33.1%+24.4%
Q1 2025-13.3%-11.0%-15.2%
Q4 2024+9.8%+15.3%-4.4%
Q3 2024-12.2%-5.7%-2.2%
Q2 2024+17.6%+29.6%+31.4%
Q1 2024+15.6%+19.0%+14.6%
Q4 2023+5.3%-2.2%+6.2%
Q3 2023+24.9%+32.5%+55.7%
Q2 2023-25.3%-23.3%-43.1%
Q1 2023-1.8%-2.6%+28.8%
Q4 2022+7.1%+2.0%+3.3%
Q3 2022-7.8%+8.3%-8.9%
Q2 2022+2.9%+6.4%-11.7%
Q1 2022-13.4%-21.8%+15.8%
Q4 2019+6.6%+13.9%+3.4%
Q4 2021+27.6%+29.4%+22.7%
Q3 2020+6.9%+2.3%-20.2%
Q3 2021+8.5%+23.4%-11.1%
Q2 2020-7.1%-2.8%+27.9%
Q2 2021-8.2%-2.0%+24.9%
Q4 2020-9.1%-11.5%-5.2%
Q1 2020-9.1%-11.5%-5.2%
Q1 2021-5.6%-14.5%-10.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro