Spoken Alpha
DOCN
DigitalOcean Holdings, Inc.
Overview
DigitalOcean provides a cloud platform combining infrastructure-as-a-service, platform-as-a-service, and AI/ML offerings designed for growing technology companies. The platform offers virtual machines, managed databases, Kubernetes, GPU infrastructure, and AI agent development tools with a focus on simplicity and predictable pricing.
DigitalOcean Holdings, Inc is a Technology company operating in Software - Infrastructure with a $16.62B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0516 Q&A exchanges
- Q4 FY2025Earnings2026-02-2423 Q&A exchanges
- Q3 FY2025Earnings2025-11-0510 Q&A exchanges
- Q2 FY2025Earnings2025-08-0521 Q&A exchanges
- Q1 FY2025Earnings2025-05-069 Q&A exchanges
- Q4 FY2024Earnings2025-02-2513 Q&A exchanges
- Q3 FY2024Earnings2024-11-0421 Q&A exchanges
- Q2 FY2024Earnings2024-08-0816 Q&A exchanges
- Q1 FY2024Earnings2024-05-1013 Q&A exchanges
- Q4 FY2023Earnings2024-02-2133 Q&A exchanges
- Q3 FY2023Earnings2023-11-0230 Q&A exchanges
- Q2 FY2023Earnings2023-08-0313 Q&A exchanges
- Q1 FY2023Earnings2023-05-0917 Q&A exchanges
- Q4 FY2022Earnings2023-02-1621 Q&A exchanges
- Q3 FY2022Earnings2022-11-0722 Q&A exchanges
- Q2 FY2022Earnings2022-08-0837 Q&A exchanges
- Q1 FY2022Earnings2022-05-0418 Q&A exchanges
- Q4 FY2021Earnings2022-02-2422 Q&A exchanges
- Q3 FY2021Earnings2021-11-0422 Q&A exchanges
- Q2 FY2021Earnings2021-08-0710 Q&A exchanges
- Q1 FY2021Earnings2021-05-099 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $0.09—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$0.44 vs $0.26+69.2%Rev$257.9M vs ——EODHD
- Q4 FY20252026-02-23EPS$0.44 vs $0.38+15.6%Rev$242.4M vs ——EODHD
- Q3 FY20252025-11-04EPS$0.54 vs $0.49+10.2%Rev$229.6M vs ——EODHD
- Q2 FY20252025-08-04EPS$0.59 vs $0.47+25.5%Rev$218.7M vs ——EODHD
- Q1 FY20252025-05-05EPS$0.56 vs $0.44+27.3%Rev$210.7M vs ——EODHD
- Q4 FY20242025-02-18EPS$0.49 vs $0.34+43.7%Rev$204.9M vs ——EODHD
- Q3 FY20242024-11-03EPS$0.52 vs $0.40+30.0%Rev$198.5M vs ——EODHD
- Q2 FY20242024-08-07EPS$0.48 vs $0.39+23.1%Rev$192.5M vs ——EODHD
- Q1 FY20242024-05-09EPS$0.43 vs $0.38+13.2%Rev$184.7M vs ——EODHD
- Q4 FY20232024-02-20EPS$0.44 vs $0.37+18.9%Rev$180.9M vs ——EODHD
- Q3 FY20232023-11-01EPS$0.44 vs $0.36+22.2%Rev$177.1M vs ——EODHD
- Q2 FY20232023-08-10EPS$0.44 vs $0.41+7.3%Rev$169.8M vs ——EODHD
- Q1 FY20232023-05-08EPS$0.28 vs $0.29-3.5%Rev$165.1M vs ——EODHD
- Q4 FY20222023-02-15EPS$0.28 vs $0.19+47.4%Rev$163.0M vs ——EODHD
- Q3 FY20222022-11-06EPS$0.38 vs $0.23+65.2%Rev$152.1M vs ——EODHD
- Q2 FY20222022-08-07EPS$0.20 vs $0.10+100.0%Rev$133.9M vs ——EODHD
- Q1 FY20222022-05-03EPS$0.07 vs $0.12-41.7%Rev$127.3M vs ——EODHD
- Q4 FY20212022-02-23EPS$0.10 vs $0.09+11.1%Rev$119.7M vs ——EODHD
- Q3 FY20212021-11-03EPS$0.12 vs $0.07+71.4%Rev$111.4M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $0.09 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $0.44 | $0.26 | +69.2% | $257.9M | — | — | EODHD |
| Q4 FY2025 | 2026-02-23 | $0.44 | $0.38 | +15.6% | $242.4M | — | — | EODHD |
| Q3 FY2025 | 2025-11-04 | $0.54 | $0.49 | +10.2% | $229.6M | — | — | EODHD |
| Q2 FY2025 | 2025-08-04 | $0.59 | $0.47 | +25.5% | $218.7M | — | — | EODHD |
| Q1 FY2025 | 2025-05-05 | $0.56 | $0.44 | +27.3% | $210.7M | — | — | EODHD |
| Q4 FY2024 | 2025-02-18 | $0.49 | $0.34 | +43.7% | $204.9M | — | — | EODHD |
| Q3 FY2024 | 2024-11-03 | $0.52 | $0.40 | +30.0% | $198.5M | — | — | EODHD |
| Q2 FY2024 | 2024-08-07 | $0.48 | $0.39 | +23.1% | $192.5M | — | — | EODHD |
| Q1 FY2024 | 2024-05-09 | $0.43 | $0.38 | +13.2% | $184.7M | — | — | EODHD |
| Q4 FY2023 | 2024-02-20 | $0.44 | $0.37 | +18.9% | $180.9M | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $0.44 | $0.36 | +22.2% | $177.1M | — | — | EODHD |
| Q2 FY2023 | 2023-08-10 | $0.44 | $0.41 | +7.3% | $169.8M | — | — | EODHD |
| Q1 FY2023 | 2023-05-08 | $0.28 | $0.29 | -3.5% | $165.1M | — | — | EODHD |
| Q4 FY2022 | 2023-02-15 | $0.28 | $0.19 | +47.4% | $163.0M | — | — | EODHD |
| Q3 FY2022 | 2022-11-06 | $0.38 | $0.23 | +65.2% | $152.1M | — | — | EODHD |
| Q2 FY2022 | 2022-08-07 | $0.20 | $0.10 | +100.0% | $133.9M | — | — | EODHD |
| Q1 FY2022 | 2022-05-03 | $0.07 | $0.12 | -41.7% | $127.3M | — | — | EODHD |
| Q4 FY2021 | 2022-02-23 | $0.10 | $0.09 | +11.1% | $119.7M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $0.12 | $0.07 | +71.4% | $111.4M | — | — | EODHD |
Source: EODHD. DOCN reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks DOCN's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.64 | $4.54 | +24.3% | -2.5% | -3.9% |
| Q4 FY2026 | $5.90 | $4.57 | +29.0% | -6.4% | -7.1% |
| Q3 FY2026 | $5.86 | $4.57 | +28.2% | -6.6% | -4.6% |
| Q2 FY2026 | $5.69 | $4.38 | +29.8% | -0.3% | -0.6% |
| Q1 FY2025 | $5.76 | $4.64 | +24.2% | -3.2% | -5.9% |
| Q4 FY2025 | $6.05 | $4.51 | +34.1% | +1.3% | +2.9% |
| Q3 FY2025 | $5.92 | $4.66 | +27.1% | +3.1% | +1.0% |
| Q2 FY2025 | $6.08 | $4.69 | +29.7% | -3.3% | -0.8% |
| Q1 FY2024 | $5.93 | $4.48 | +32.4% | +1.3% | +0.4% |
| Q4 FY2024 | $5.98 | $4.56 | +31.1% | -5.6% | -7.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Padmanabhan T SrinivasanCEO9 mo5 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Matt SteinfortCFO9 mo12 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last call held guidance Q3 FY2026
- Lawrence M D'angeloChief Revenue Officer9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Cherie BarrettSVP, Chief Accounting Officer9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Vinay S KumarChief Product & Tech Officer4 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Bratin SahaChief Product & Tech Officer1 yrno recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for DOCN.
$ curl https://api.spokenalpha.com/v1/companies/DOCNFAQ
Frequently asked about DOCN
Where can I find DigitalOcean Holdings, Inc.'s (DOCN) earnings call transcripts?
Spoken Alpha indexes DOCN's earnings call transcripts at https://spokenalpha.com/companies/DOCN. Each call links to attributed speakers and parsed analyst Q&A. DigitalOcean Holdings, Inc.'s own investor relations page is at https://investors.digitalocean.com/overview/default.aspx.
When was DigitalOcean Holdings, Inc.'s most recent earnings call?
DigitalOcean Holdings, Inc. (DOCN) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
What sector is DOCN in?
DigitalOcean Holdings, Inc. (DOCN) operates in the Technology sector (Software - Infrastructure industry).