DigitalOcean (NYSE: DOCN) reported $901M FY2025 revenue (+18%); Q4 2025 revenue was $242M (+18% YoY); annualised run-rate hit $1B in December 2025. FY2025 net income was $259M (+207%) at 29% margin; Adjusted EBITDA was $375M at 42% margin (Source: DigitalOcean Q4/FY2025 Press Release).
The company serves 640,000+ customers globally. The $500K+ and $1M+ customer cohorts grew 51% and 71% YoY respectively; revenue from those cohorts grew 97% and 123% YoY (Source: DigitalOcean Q4/FY2025 Press Release).
AI customer ARR hit $120M (+150% YoY), making up 12% of total ARR. 70% of Q4 2025 AI ARR came from inference services or general-purpose cloud, not bare-metal GPU rentals — signalling DigitalOcean's position as an end-to-end AI cloud, not just a GPU-rental host (Source: DigitalOcean Q4/FY2025 Press Release).
DigitalOcean acquired Paperspace in July 2023, and in 2024 the Paperspace brand was folded into DigitalOcean.
Source: digitalocean.comwe have acquired Katanemo Labs, Inc. , a leader in agentic AI infrastructure.
Source: digitalocean.comAt the heart of this acquisition is a proprietary, framework-agnostic data plane developed under the Plano open source project.
Source: digitalocean.comKatanemo Labs’s proprietary research into agentic observability and its novel, signal-based innovation.
Source: digitalocean.comWorkato runs 1T+ automation tasks on DigitalOcean's Inference Engine at 67% lower cost — with 67% higher throughput on the same workload.
Source: digitalocean.comBuild the platform that makes cloud + AI accessible to developers + SMBs — alternative to hyperscaler complexity (Source: DigitalOcean Q4/FY2025 Press Release).
AI customer ARR hit $120M in Q4 2025; 70% from inference + general-purpose cloud (Source: DigitalOcean Q4/FY2025 Press Release).
+18% FY2025 revenue; +207% net income; 2026 guidance raised to 19-23% growth (Source: DigitalOcean Q4/FY2025 Press Release).
Public since 2021; 10-K transparency + quarterly reporting (Source: SEC EDGAR).
Across developers + SMBs + AI-native startups (Source: DigitalOcean Q4/FY2025 Press Release).
Broadens DigitalOcean's AI/ML compute market reach (Source: DigitalOcean IR).
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