โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Non-GAAP EPS: $0.45 (Est. $0.26) โ
โข Revenue: $281M (Est. $278.82M) โ
โข Adjusted EBITDA: $114M (40% margin).
โข AI Customer ARR: $234M (+212% YoY).
โข Record incremental ARR: $93M (+191% YoY).
โข RPO: $894M, up more than 12x YoY.
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๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 2026 revenue: $304Mโ$307M (Midpoint: $305.5M vs. Est. $299.71M) โ
โข Q3 2026 Non-GAAP EPS: $0.28โ$0.30 (Midpoint: $0.29 vs. Est. $0.28) ๐ฐ
โข FY2026 revenue: $1.170Bโ$1.180B (Midpoint: $1.175B vs. Est. $1.16B) โ
โข FY2026 Non-GAAP EPS: $1.35โ$1.40 (Midpoint: $1.38 vs. Est. $1.24) โ
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue grew 29% YoY, more than doubling the company's growth rate from a year ago.
โข AI Customer ARR surged 212% YoY, while Million+ Dollar Customer ARR increased 214% YoY.
โข Signed its first nine-figure annual customer commitments and expanded committed data center capacity to approximately 155 MW.
โข Raised its full-year revenue outlook and reiterated confidence in exceeding 50% growth in 2027.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
CEO Paddy Srinivasan said DigitalOcean's accelerating growth is being driven by AI-native customers and larger enterprise commitments, giving the company confidence to raise its 2026 outlook and target revenue growth of 35% or more by Q4 2026.