DigitalOcean is taking on Amazon, Microsoft, and Alphabet in the cloud computing space.Many years ago, businesses would collect customer and operational data and store it on physical servers located on-site. Today, they rent hardware capacity from enormous, centralized data centers instead for a fraction of the cost, which is a practice called cloud computing.Data-center operators like Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud dominate the cloud industry. Their services have expanded ...

The specialty tech company seems well-positioned to take advantage of more than one trend in the tech world.Placing money on a cloud can take an investor's wealth far higher. Metaphorically speaking, that's one analyst's current evaluation of enterprise cloud computing specialist DigitalOcean (DOCN 4.59%).Following the company's latest earnings report published in mid-May, Canaccord Genuity's David Hynes raised his price target on the shares. He continues to be bullish on the specialty tech stock's future.A ...

Earnings Presentation Q1 2024 Safe Harbor This presentation contains forward-looking statements that involve This presentation includes statistical and other industry and market data that substantial risks and uncertainties. In some cases, you can identify we obtained from industry publications and research, surveys and studies forward-looking statements by terms such as “may,” “will,” “should,” “expect,” conducted by third parties as well as our own estimates of potential market opportunities. All of the m ...

财务数据和关键指标变化 - 第一季度收入为1.847亿美元,同比增长12%,环比第四季度有所增长 [23] - 新客户收入在过去12个月内保持稳定,是公司稳健增长的基础 [24] - 净收入率(NDR)提升至97%,自去年7月低点以来持续缓慢上升 [24] - 托管服务(Cloudways)收入为2200万美元,同比增长34% [25] - AI和机器学习平台收入为400万美元,AI年经常性收入(ARR)超过1900万美元,同比增长128% [25] - 毛利率为61%,同比提升500个基点,主要得益于成本优化 [26][27] - 调整后EBITDA利润率为40%,与上一季度持平 [28] - 每股摊薄净收益为0.15美元,非GAAP每股摊薄收益为0.43美元,同比分别增长0.32美元和0.15美元 [28] - 调整后自由现金流利润率为19%,同比提升 [28] 各条业务线数据和关键指标变化 - 每位客户平均收入增长8%至95.13美元 [29] - 月消费超50美元的"建设者和扩展者"客户群达15.8万,同比增长8%,收入同比增长13% [29] - 总客户数环比减少7400,主要是低消费"学习者"客户群减少8700,但仅占每月100万美元收入 [29] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司正加快产品创新和发布速度,以满足客户需求,提升客户粘性和净收入率 [11][15] - 公司看好AI和机器学习市场的巨大增长机会,正在大力投资AI平台,包括基础设施即服务(IaaS)和平台即服务(PaaS)两个方向 [16][17][18][19][20] - 公司认为软件而非硬件将是其长期竞争优势,正在努力将AI集成到开发者体验中 [18][19] - 公司正在根据客户反馈不断完善产品,如推出Droplet备份、优化快照功能、推出内存和存储优化型Droplet等 [11][12] - 公司正在整合Paperspace平台,提升两者的协同效应 [45][46] 管理层对经营环境和未来前景的评论 - 公司对Q1业绩和未来增长机会感到乐观 [6][21] - 公司看好云计算和AI市场的长期增长前景 [9][16][18][19] - 公司将继续专注于产品创新和客户需求,以提升客户粘性和净收入率 [15] - 公司将继续投资AI业务,预计未来几年AI将成为重要的增长贡献者 [20] 问答环节重要的提问和回答 问题1 **Raimo Lenschow提问** 询问公司在AI训练、推理等环节的现状和发展趋势 [34] **Paddy Srinivasan回答** - 公司的AI客户主要是科技企业,需要各种AI模型,不仅局限于大语言模型 [35] - 公司提供基础设施即服务和平台即服务两种AI解决方案,满足客户在模型训练和推理等不同需求 [35][36] - 公司正在深入了解客户需求,并根据反馈不断完善产品和策略 [69][70] 问题2 **Pinjalim Bora提问** 询问AI业务是否带动了公司核心云业务的交叉销售 [39] **Paddy Srinivasan回答** - 一些现有客户开始使用公司的AI基础设施和平台,带动了核心云业务的增长 [40] - 一些AI模型密集型公司也开始使用公司的云计算基础设施,因为除了GPU算力,还需要公司提供的其他云服务 [40] 问题3 **Tim Horan提问** 询问公司GPU基础设施的投资情况和回报预期 [55] **Matt Steinfort回答** - 公司正在按计划部署去年底订购的GPU设备,以满足旺盛的需求 [56][57] - GPU即服务业务的毛利率略低于公司核心业务,但投资回报期预计在3年以内 [56][57] - 公司会根据客户需求变化,评估是否需要追加GPU基础设施投资 [72]

For the quarter ended March 2024, DigitalOcean Holdings, Inc. (DOCN) reported revenue of $184.73 million, up 11.9% over the same period last year. EPS came in at $0.43, compared to $0.28 in the year-ago quarter.The reported revenue represents a surprise of +1.11% over the Zacks Consensus Estimate of $182.7 million. With the consensus EPS estimate being $0.38, the EPS surprise was +13.16%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 001-40252 DigitalOcean Holdings, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 45-5207470 (Sta ...

财务业绩 - 第一季度2024财务业绩表现强劲，收入增长12%，净利润率为8%，调整后的EBITDA利润率为40%[2] - 平均客户收入（ARPU）为95.13美元，较去年同期增长8%[3] - 全年2024预期总收入为7.6亿至7.75亿美元，调整后的EBITDA利润率为36%至38%[5] - 公司预计第二季度2024总收入为1.88亿至1.89亿美元，调整后的EBITDA利润率为37%至38%[4] 资产状况 - 2024年3月31日，DigitalOcean Holdings, Inc.的现金及现金等价物为419,063千美元，较2023年12月31日的317,236千美元增长32%[27] 营收情况 - 2024年3月31日，DigitalOcean Holdings, Inc.的营收为184,730千美元，较2023年同期的165,134千美元增长12%[28] 利润情况 - 2024年3月31日，DigitalOcean Holdings, Inc.的调整后EBITDA为74,324千美元，较2023年同期的55,682千美元增长33%[30] 净收入情况 - 2024年3月31日，DigitalOcean Holdings, Inc.的非GAAP净收入为42,747千美元，较2023年同期的29,685千美元增长44%[33] 自由现金流 - 2024年3月31日，DigitalOcean Holdings, Inc.的调整后自由现金流为34,343千美元，较2023年同期的25,743千美元增长33%[37]

DigitalOcean (DOCN) is scheduled to report first-quarter 2024 results on May 10.For the first quarter, DigitalOcean anticipates revenues between $182 million and $183 million.The Zacks Consensus Estimate for first-quarter revenues is pegged at $182.7 million, suggesting growth of 10.64% year over year.The company projects earnings in the range of 37-39 cents. The consensus mark for first-quarter earnings remained unchanged in the past 30 days at 38 cents per share, suggesting growth of 35.71% year over year ...

DigitalOcean Holdings, Inc. (DOCN) shares rallied 8.1% in the last trading session to close at $35.53. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 11.7% loss over the past four weeks.DOCN is benefiting from strong spending in the cloud computing domain. Annual Run-Rate Revenue (ARR) ended the quarter at $730 million, representing 11% year-over-year growth.This company is expected to post quarterly earning ...

Could the company be growing faster than anticipated?Shares of cloud-computing company DigitalOcean (DOCN 9.81%) jumped on Wednesday, getting a boost from investors extrapolating positive results from Amazon. Moreover, the company is getting some recognition by being added to a prominent stock index. As of 12:10 p.m. ET, DigitalOcean stock was up 8%.Companies are spending on cloud computing againDigitalOcean stock has essentially traded sideways over the past year because its growth is slowing considerably ...