NYSE$DOCN
DigitalOcean Holdings Inc. · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
DigitalOcean reported Q4 2025 revenue of $242M (+18% YoY) and net income of $26M.
Q4 revenue $242 million (+18%); annualized run-rate reached $1B in December. Net income $26 million (11% margin); non-GAAP EPS $0.44. Record $51M organic incremental ARR; million-dollar customer ARR $133M (+123%). FY 2026 revenue growth guide 21%; 2027 guide raised.
- Q4 revenue $242M (+18%); net income $26M.
- Million-dollar ARR $133M (+123%).
- AI customer ARR $120M (+150%).
- 2026 revenue growth guide 21%.
Headline financials
Revenue & EPS history
DigitalOcean · Revenue · Quarterly
$242M
Forward guidance
Management raised 2026–2027 outlook on AI/agentic inference cloud traction and large-customer ARR growth.
Tailwinds
- Reached $1B annualized revenue run rate.
- NDR improved to 101%.
- FY 2025 net income $259M (29% margin).
Headwinds
- Adjusted FCF margin compressed to 11% in Q4.
- Competition in cloud infrastructure intense.
- CapEx and AI investment needs remain elevated.
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 Q4 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
| Quarter | Report date | Reaction (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
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