Every 8-K that DigitalOcean Holdings, Inc. (DOCN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DOCN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DOCN filings page.
DigitalOcean Holdings, Inc. (DOCN) entered into a new equipment finance facility providing up to $725 million of committed financing, with an accordion feature of up to $300 million, for an aggregate capacity of $1.025 billion to fund data center equipment purchases. The facility is documented through a Transaction Agreement, Master Lease Agreement and related guaranties with MUFG Americas Capital Leasing & Finance, LLC as lessor and MUFG Bank, Ltd. as administrative and collateral agent.
Until September 10, 2027, DigitalOcean’s subsidiary may request advances funding up to 90% of equipment cost, with the balance paid as prepaid rent, and expects to account for the equipment leases as finance leases. Each advance amortizes via monthly rent payments through September 10, 2030 and bears a fixed rate set at the term SOFR swap rate plus 2.75% per year. Undrawn commitments incur a commitment fee of 0.20% per year, rising to 0.40% six months after closing, and early prepayment of equipment carries a 5% premium in the first year and 3% in the second year after an advance.
The facility is guaranteed by DigitalOcean and certain subsidiaries and secured by the financed equipment and related collateral, with covenants and events of default substantially consistent with the company’s existing credit agreement and customary for equipment lease financing. The company plans to use the facility, including the accordion feature it currently intends to exercise in full, to acquire GPU, CPU and other equipment to expand capacity for its AI-Native Cloud platform to meet expected customer demand in 2027 and 2028.
DigitalOcean Holdings, Inc. reported strong second‑quarter 2026 results and raised its 2026 revenue outlook. Revenue was $281 million, up 29% year over year, with Annual Run‑Rate Revenue at $1,125 million, also up 29%. AI Customer ARR reached $234 million, growing 212%, and incremental ARR hit a record $93 million, up 191%. Net income attributable to common stockholders was $35 million with a 13% margin, while operating income was $29 million with a 10% margin; adjusted operating income was $67 million and adjusted EBITDA $114 million, a 40% margin.
Net cash from operating activities was $110 million (39% margin) and adjusted free cash flow was $61 million (22% margin). Remaining performance obligation totaled $894 million, with $366 million expected over the next 12 months. The company repurchased approximately $472 million of its 0.00% Convertible Senior Notes due 2030 via a concurrent registered direct equity offering. For full‑year 2026, management now guides revenue to $1.170–$1.180 billion (30–31% growth), adjusted EBITDA margin of 38.5–39.5%, adjusted free cash flow margin of 11–13%, and non‑GAAP diluted EPS of $1.35–$1.40.
DigitalOcean Holdings, Inc. completed the repurchase of $471,828,000 principal amount of its 0.00% Convertible Senior Notes due 2030 on July 23, 2026 in separate, privately negotiated transactions with a limited number of noteholders.
The company paid an aggregate repurchase price in cash of approximately $1.474 billion. This repurchase was funded, together with cash on hand, using the net proceeds from a previously announced registered direct equity offering of 12,543,915 shares of common stock at $117.54 per share, conducted under an automatic shelf registration statement.
DigitalOcean Holdings, Inc. filed a Form 8-K to provide a legal opinion from Freshfields US LLP regarding the legality of the issuance and sale of shares of its common stock. The shares are offered pursuant to DigitalOcean’s prospectus supplement dated July 15, 2026.
The Freshfields US LLP opinion is included as Exhibit 5.1, with its consent included as Exhibit 23.1. An Inline XBRL cover page data file is identified as Exhibit 104.
DigitalOcean Holdings, Inc. expects record preliminary Q2 2026 results, highlighting rapid growth in long-term customer commitments for its AI-Native Cloud platform. Remaining performance obligations are projected to exceed $800 million, more than 10x higher than in Q2 2025 and up over $550 million during the quarter, driven by multiple nine-figure annual agreements for inference and cloud services. Revenue growth is expected to accelerate to about 29% year over year, compared with 14% in the same quarter of 2025, with aEBITDA margin and non-GAAP net income per share at or above the high end of prior guidance. The company also anticipates a higher exit 2026 revenue growth rate and has secured an additional 20 MW of data center capacity for late 2027 and early 2028, bringing total committed capacity to roughly 155 MW to support growing AI demand.
DigitalOcean Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 15, 2026. Stockholders elected Warren Adelman and Pueo Keffer as Class II directors, with Adelman receiving 66,745,757 votes for and Keffer receiving 70,066,785 votes for, each to serve until the 2029 Annual Meeting of Stockholders.
Stockholders also ratified PricewaterhouseCoopers LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 93,181,571 votes for. In addition, stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 81,627,046 votes for and 1,869,745 votes against.
DigitalOcean Holdings reported strong Q1 2026 growth while reshaping its balance sheet and credit capacity. Revenue rose 22% year-over-year to $257.9 million, and ARR reached $1.03 billion, also up 22%. AI Customer ARR surged to $170 million, a 221% increase, and Million+ Dollar Customer ARR grew 179% to $183 million, underscoring rapid large-customer and AI adoption. Adjusted EBITDA was $104.6 million with a 41% margin and adjusted operating income was $64.0 million, a 25% margin, while GAAP net income fell to $15.8 million, a 6% margin, down 59% year-over-year. The company completed an 11.9 million share follow-on offering for $888.8 million in net proceeds and repaid $500 million of term debt, ending the quarter with $741.4 million in cash and $1.68 billion in total liabilities. It also amended its credit agreement to add $112.5 million of revolving capacity and $50 million of letter-of-credit sublimit, and raised its 2026 revenue outlook to $1.13–$1.145 billion, implying 25–27% growth, with 2027 revenue growth now expected to exceed 50%.
DigitalOcean Holdings, Inc. is raising equity by selling 10,389,611 shares of common stock at $74.40125 per share under an underwritten public offering, with underwriters granted a 30‑day option to buy up to 1,558,441 additional shares at the same price, which was exercised in full on March 25, 2026.
The company expects the offering to close on March 26, 2026, subject to customary conditions. It plans to use the net proceeds to invest in additional infrastructure capacity supporting its cloud and AI platform, to pay down its existing Term Loan A, and for general corporate purposes.
DigitalOcean Holdings, Inc. reported strong fourth quarter and full-year 2025 results and raised its growth outlook for 2026 and 2027. Q4 2025 revenue was $242 million, up 18% year-over-year, with annual run-rate revenue reaching $970 million. The company hit $1 billion annualized monthly revenue in December and added a record $51 million in organic incremental ARR.
For 2025, revenue was $901 million, up 15%, while net income attributable to common stockholders jumped to $259 million, up 207%, for a 29% net margin. Adjusted EBITDA reached $375 million with a 42% margin, and adjusted free cash flow was $168 million at a 19% margin.
AI and larger customers are becoming key drivers. Million‑dollar‑plus customers generated $133 million of ARR, up 123% year-over-year, and AI customer ARR reached $120 million, up 150%. Management now expects 2026 revenue of $1.075–$1.105 billion, a 36–38% adjusted EBITDA margin, and non‑GAAP diluted EPS of $0.75–$1.00, with a path to 30% growth in 2027.
DigitalOcean Holdings, Inc. announced that Chief Product and Technology Officer Bratin Saha has informed the company of his intent to resign to pursue other opportunities. His departure was mutually agreed to be effective November 26, 2025, and the company states that it is not due to any disagreement regarding operations, policies, or practices.
The company is also reaffirming its financial guidance for the fourth quarter and full fiscal year 2025, consistent with the outlook previously provided in its third-quarter 2025 results press release dated November 5, 2025. The report includes standard cautionary language that these forward-looking statements are subject to risks and uncertainties that could cause actual results to differ.
DigitalOcean Holdings, Inc. furnished an 8-K to report that it issued a press release with its financial results for the fiscal quarter ended September 30, 2025. The press release, dated November 5, 2025, is included as Exhibit 99.1 and provides the detailed quarterly results and commentary. The company notes that this information is being furnished under the items covering results of operations and financial condition and will not be treated as filed for liability purposes under the Exchange Act unless specifically incorporated by reference in another filing.
DigitalOcean Holdings, Inc. filed a Form 8-K reporting the execution of an Indenture dated August 14, 2025 and attached related documents for a securities financing. The filing includes the Form of Global Note for 0.00% Convertible Senior Notes due 2030, a Form of Confirmation for Capped Call Transactions, and two press releases dated August 11, 2025 and August 12, 2025. The Indenture names U.S. Bank Trust Company, National Association as Trustee. The cover page Inline XBRL tags are embedded with the filing, and the report is signed by W. Matthew Steinfort, Chief Financial Officer. The document is focused on the legal and structural documents for the convertible note issuance rather than operating results or forward guidance.