$111.210
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Noticias de DOCN
Eventos de DOCN
DigitalOcean Q2 Revenue $281M, Exceeds Expectations
Reports Q2 revenue $281M, consensus $278.82M. "Our growth rate is accelerating, as revenue grew 29% year-over-year, more than double our growth rate a year ago," said Paddy Srinivasan, CEO of DigitalOcean. "The acceleration is coming from our highest spending customers and sophisticated AI Natives, and we are now beginning to land nine-figure annual commitments. Early Inference Engine customers drove their total token consumption up approximately 30x in the last 60-days, and 85% of our AI customer ARR now comes from inference and core cloud rather than bare metal. Just as important is how we are growing: attractive margins, positive free cash flow, capacity delivered on or ahead of schedule, and a stronger balance sheet. Our customer momentum and early product traction give us confidence to raise our 2026 revenue outlook to approximately 30%, reaching 35% or more by Q4 2026, and strengthen our conviction in our ability to exceed 50% growth in 2027."
Company Sees FY26 Revenue of $1.17B to $1.18B
Sees FY26 revenue $1.17B-$1.18B, consensus $1.16B. For the full year 2026, the company expects: Adjusted EBITDA margin of 38.5% to 39.5%; Adjusted free cash flow margin in the range of 11% to 13% of revenue; Fully diluted weighted average shares outstanding of approximately 122 to 123 million shares.
DigitalOcean Sees Q3 Revenue Guidance of $304M to $307M
Sees Q3 revenue $304M-$307M, consensus $299.71M. DigitalOcean is initiating guidance for the third quarter ending September 30, 2026 as follows: Adjusted EBITDA margin of 38% to 39%; Fully diluted weighted average shares outstanding of approximately 126 to 127 million shares.
DigitalOcean Closes $472M Convertible Note Repurchase
DigitalOcean Holdings announced the closing of a private repurchase of approximately $472M of its 0.00% convertible senior notes due 2030 and a registered direct offering of shares of common stock to holders of 2030 Convertible Notes participating in the Repurchase. As a result of this Registered Direct Offering, DigitalOcean issued approximately 12.5M shares of its common stock at a price of $117.54 per share. The Company used the net proceeds from the Registered Direct Offering to fund the Repurchase. Cash on hand was used to pay transaction related fees.The price of $117.54 per share equaled the volume-weighted average price of DigitalOcean's common stock on July 15, 2026; 96% of the issued shares related to the retirement of the 2030 Convertible Notes; 4% of the issued shares related to the premium paid to note holders. To offset the dilution from this premium, the Company intends to opportunistically repurchase approximately 500 thousand shares. As a result of these transactions, there will be no share count dilution. Approximately $153M of the 2030 Convertible Notes remains outstanding after the Repurchase.
Major Averages Close Fractionally Lower as Traders Remain Cautious
The major averages closed fractionally lower as traders take a cautious approach ahead of key earnings reports due from Alphabet, Tesla and IBM after the closing bell. Alphabet's report in particular will provide another major test of whether companies' heavy investments in artificial intelligence continue to generate meaningful returns and investors will closely scrutinize Alphabet's AI monetization strategy and cloud growth.Meanwhile, oil prices jumped once again as escalating tensions in the Middle East raise concerns over potential supply disruptions.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:AT&Treportedand reiterated its FY26 outlookGE Vernovareportedand raised its FY26 revenue guidanceAMDannounced aas part of a partnership to deploy up to 2 GW of AMD Instinct GPUsRepligenBioLife Solutionsfor $31 per share, or $1.5BThe European CommissionParamount Skydance'sproposed takeover of Warner Bros. Discovery2. WALL STREET CALLS:CoreWeaveto Buy at Truist after 42% pullbackPegasystemsto Market Perform at CitizensCircle Internetwith a Market Perform at Raymond JamesStifelDigitalOceanon selloff, positive data pointsTrimbleto Market Perform at Raymond James3. AROUND THE WEB:Amazonhas cut jobs in parts of its artificial general intelligence organization as it continues investing heavily in AI, WSJ reportsMeta'sinternal AI incubator is developing an AI model router, similar to OpenRouter's, to cut costs by sending some AI tasks to lower-cost models, The Information saysThe University of Tennessee Research Foundation sued Anthropic in Delaware federal court, arguing the company infringed its patents related to neural networks, Reuters saysPlatinum Equity is close to acquiring a 50% stake in Nestle'sEuropean water business through a joint venture that would value the San Pellegrino and Perrier owner at nearly EUR 5B, FT reportsAmgenhas reached a $74M settlement of a lawsuit accusing the company of waiting too long to disclose that it might owe the U.S. Internal Revenue Service $10.7B for underreporting six years of taxes, Reuters says4. MOVERS:Super Microgained afterArrowheadincreased after announcing its Phase 3 SHASTA-3 and SHASTA-4 studiesAirJoulewas higher after announcing with Kubota Corporationanin Texas and Californi aAdtranwas lower after providingDyne Therapeuticsfell after announcing a5. EARNINGS/GUIDANCE:Rogers Communications, with CEO Tony Staffieri saying the results "reflect strong execution"Moody'sand narrowed its guidance for FY26Teledyneand provided guidance for Q3 and FY26RPM, with EPS and revenue beating consensusTravel + Leisure, with CEO Michael Brown calling it "another strong quarter"INDEXES:The Dow fell 6.06, or 0.012%, to 52,218.58, the Nasdaq lost 146.31, or 0.57%, to 25,690.90, and the S&P 500 declined 10.24, or 0.14%, to 7,498.96.
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