DigitalOcean Holdings, Inc. reports developments in cloud infrastructure, AI inference services, and financial performance for its NYSE-listed common stock. The company provides on-demand infrastructure and platform tools used by developers, startups, small and medium-sized businesses, and AI-native customers for applications, hosting, e-commerce, media, gaming, managed services, and production AI workloads.
Recurring news covers quarterly results, revenue outlooks, customer demand, and product launches across DigitalOcean’s AI-Native Cloud layers: infrastructure, core cloud, inference, data, and managed agents. Company updates also describe inference products such as Inference Engine, Inference Router, Dedicated Inference, and Serverless Inference, as well as completed acquisitions such as Katanemo Labs and its Plano data plane software for agentic applications.
DigitalOcean (DOCN) launched Agent Droplets, bundling services for artificial intelligence agents into monthly subscriptions with customer-selected spending controls. Pro costs $50 per month with a 15% discount on included resources; Team costs $200 per month with a 20% discount. The bundles cover compute, memory, session storage, DigitalOcean-hosted model inference and governed tool access. Customers can stop spending at the plan price or continue at list prices after exhausting their allowance. Models not hosted by DigitalOcean remain billed at list price.
DigitalOcean also introduced Inference and Agents Balance, a prepaid balance funded in amounts from $5 to $500 for specified agent services. Both offerings are available in all regions where Managed Agents is offered, which entered public preview on September 22.
DigitalOcean (DOCN) launched the public preview of Managed Agents, an AI-native cloud service combining agent runtimes, tool access, and serverless inference.
Each agent session runs in an isolated harness runtime with separate secrets management, auto-pause, and governed access to more than 16,000 tools from over 500 providers via Action Gateway. Agents connect to Serverless Inference across 75+ open and proprietary models, including DigitalOcean-hosted and customer endpoints, with Inference Router designed to optimize cost, latency, and quality.
Harness Runtimes can resume from pause in 305 ms, which is stated as 46% faster than other leading offerings, and end-to-end flows are claimed to be 31% faster. Pricing features per-second active CPU billing at $0.044 per vCPU-hour, memory at $0.0095 per GB-hour, and snapshots at $0.005 per GiB-month, with testing indicating up to 37% lower monthly TCO versus one independent sandbox provider. Public preview is available today, with new users receiving a $5 credit.
Cloudways (DOCN) launched the general availability of Velocity, a managed Node.js hosting offering with flat monthly pricing starting at $20 as of September 14, 2026.
Velocity targets developers and agencies who want predictable costs and less infrastructure work while retaining control over their applications and deployments. It supports SSR and CSR Node.js apps, Express-based APIs and Next.js, with Git-based deployment and framework-specific onboarding. Cloudways manages server maintenance, patching, SSL, backups and provides Cloudflare Enterprise, WAF, DDoS protection and malware scanning at no additional cost. An early user, UK-based agency Regal IT, used Velocity to move a Shopify app into production and plans to expand its use for further apps and SaaS products.
DigitalOcean (DOCN) entered into a new $725 million equipment finance facility on September 10, 2026 to fund capacity expansion for its AI-Native Cloud platform.
The facility matures on September 10, 2030 and includes an accordion option of up to $300 million, which the company intends to exercise subject to obtaining lender commitments and other conditions. Proceeds are intended for GPU, CPU and other equipment purchases to support increasing customer demand in 2027 and 2028. DigitalOcean describes the financing as aligning cash outflows with revenue at an attractive cost of capital and states it maintains low leverage, healthy adjusted free cash flow margins, and confidence in its Q3, full-year 2026 guidance and 2027 outlook.
DigitalOcean (DOCN) will participate in a fireside chat at Citi’s Global TMT Conference on Thursday, September 10 at 8:10 a.m. PT / 11:10 a.m. ET, featuring CEO Paddy Srinivasan and CFO Matt Steinfort. A live webcast and replay will be accessible via DigitalOcean’s investor relations channels.
DigitalOcean (NYSE: DOCN) announced that CEO Paddy Srinivasan and CFO Matt Steinfort will take part in a fireside chat at the Goldman Sachs Communacopia + Technology Conference/b) on at 8:50 a.m. PT / 11:50 a.m. ET. A live webcast and replay will be accessible via DigitalOcean’s investor relations website.
Cloudways (NYSE: DOCN) launched a new Managed AI Agents product line, aimed at simplifying deployment and management of open-source AI agents for developers, engineers, agencies and businesses. The service debuts with two agents, OpenClaw and Hermes, with more agents planned.
Customers can deploy these agents through the existing Cloudways platform without renting separate VPS resources or handling environment setup, security, gateways or ports. Deployments run in isolated environments, updates are validated by Cloudways, and a 1-click Cloudways MCP integration allows agents to act on customers’ existing servers and applications.
REX Shares, through its T-REX joint venture with Tuttle Capital Management, launched three new leveraged single-stock ETFs: T-REX 2X Long AKAM Daily Target ETF (Cboe: AKAL), T-REX 2X Long DOCN Daily Target ETF (Cboe: OCNL), and T-REX 2X Long PENG Daily Target ETF (Cboe: PENU).
AKAL, OCNL, and PENU each seek 200% of the daily performance of Akamai Technologies (AKAM), DigitalOcean (DOCN), and Penguin Solutions (PENG), respectively, via derivatives such as swaps. According to REX, these funds target sophisticated traders, involve significant leverage, compounding and derivatives risks, and may lose all invested capital in adverse single-day moves.
DigitalOcean (NYSE:DOCN) reported Q2 2026 revenue of $281 million, up 29% year-over-year, with ARR reaching $1.125 billion, also up 29%. AI Customer ARR grew 212% to $234 million, and the company added a record $93 million of incremental ARR, up 191%.
Net income attributable to common stockholders was $35 million (13% margin), down 4%, while operating income was $29 million (10% margin), down 18%. Adjusted EBITDA was $114 million (40% margin) and adjusted operating income was $67 million (24% margin). Adjusted free cash flow was $61 million (22% margin).
RPO rose to $894 million (vs. $71 million a year ago), with $366 million expected over 12 months. Cash and equivalents were $767 million. DigitalOcean repurchased about $472 million of its 0.00% 2030 convertible notes via a concurrent equity offering. The company raised its 2026 revenue outlook to $1.170–$1.180 billion (30–31% growth) and guides Q3 2026 revenue to $304–$307 million with an adjusted EBITDA margin of 38–39%.
DigitalOcean (NYSE:DOCN) closed a private repurchase of approximately $472 million of its 0.00% convertible senior notes due 2030 and a concurrent registered direct offering of common stock to participating noteholders. The company issued about 12.5 million shares at $117.54 per share, matching the July 15, 2026 volume-weighted average price, and used the net proceeds to fund the repurchase, using cash on hand only for transaction fees.
According to DigitalOcean, 96% of the issued shares corresponded to retiring the notes and 4% to a premium to noteholders. The company intends to opportunistically repurchase roughly 500,000 shares to offset the premium-related issuance and states that, as a result, there will be no share-count dilution. About $153 million of the 2030 notes remain outstanding, and management says the transaction reduces leverage and increases capacity to fund AI-focused data center and compute expansion.