DigitalOcean Holdings, Inc. reported significant financial growth for the fiscal year ending December 31, 2025, with total revenue reaching $901.4 million, a 15% increase from $780.6 million in 2024. The company’s net income attributable to common stockholders surged to $259.3 million, compared to $84.5 million in the previous year. This growth was primarily driven by a 24% increase in revenue from Digital Native Enterprise (DNE) customers, who now account for 60% of total revenue, up from 55% in 2024. The annual run-rate revenue (ARR) also saw a substantial rise, climbing to $970 million from $820 million in 2024.
Operationally, DigitalOcean has made strategic investments in its platform, including the launch of new AI products and enhancements to existing services. The company has focused on expanding its customer base, particularly among AI Native and Cloud Native DNE customers, and has successfully increased its DNE customer count to approximately 21,000, up from 18,000 in 2024. The company’s net dollar retention rate improved to 100%, indicating strong customer loyalty and increased spending among existing users.
In terms of geographic expansion, DigitalOcean's customer base spans approximately 190 countries, with 38% of revenue generated from North America, 28% from Europe, 23% from Asia, and 11% from the rest of the world. The company has also been proactive in enhancing its infrastructure, with plans to open new data centers in the U.S. and further investments in its AI/ML capabilities. As of December 31, 2025, DigitalOcean employed 1,462 individuals, reflecting its commitment to scaling operations to meet growing demand.
Looking ahead, DigitalOcean remains focused on increasing usage among existing customers and attracting new DNE customers through targeted marketing and enhanced product offerings. The company has also indicated that it will continue to invest in its platform to address evolving customer needs and market conditions. However, it acknowledges potential risks, including economic uncertainties and competitive pressures, which could impact future growth and profitability. The company’s management is optimistic about its strategic direction and the opportunities within the expanding cloud and AI markets.
About DigitalOcean Holdings, Inc.
DigitalOcean Holdings, Inc. provides simple, scalable cloud computing and AI platform services for developers and growing tech companies. Its offerings include virtual machines, storage, networking, managed databases, Kubernetes, and AI/ML tools. Focused on ease of use, reliability, and community engagement, the company targets small to medium-sized businesses worldwide, competing with major cloud providers through its customer-centric, self-service model.
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