The recent all-time highs in the stock market indexes create a challenge for growth investors. A dramatic recovery in some AI-driven stocks, particularly in the "Magnificent Seven," drove most of the gains in the indexes. Amid that situation, investors may wonder whether they are too late, which could make them skeptical about growth stocks that did not join the rally.Despite such concerns, growth stock investors can still likely benefit, particularly in stocks that sell at a considerable discount to 2021 h ...

公司概况 - DigitalOcean是一家提供按需云计算平台的公司，主要服务于小型企业、开发者和初创企业[2] 公司股价表现 - 公司在过去一年由于云计算支出疲软而面临困境，导致股价仅上涨了15%，远低于纳斯达克综合指数的42%涨幅[2] 公司财务状况 - 尽管公司面临挑战，但其年度收入增长了20%，调整后的收益增长了75%[4] - 公司的第四季度收入仅同比增长11%，平均用户收入仅增长了6%，现有客户的净美元留存率下降至96%[5] 公司发展战略 - 公司计划通过改善客户参与度和整合人工智能（AI）和机器学习（ML）等新解决方案来赢得更多客户[9] - DigitalOcean去年收购了Paperspace，这有望帮助公司恢复客户支出并吸引新客户，加速公司未来的收入增长[10] 未来展望 - 分析师预计公司的收入增长将在2025年加速，2026年公司的营收有望接近10亿美元[11] - 公司目前的市值可能会在未来增长43%，因此对于寻求长期收益的投资者来说，DigitalOcean可能是一个值得关注的云股[14]

It turns out that investors interested in small upstart cloud computing platform DigitalOcean (DOCN 1.27%) got not one but two opportunities to buy the big dip. After bottoming during the bear market at the very end of 2022, shares rocketed higher in the first half of 2023. But then the stock reached fresh all-time lows later in the year after slowing revenue growth hit, past accounting errors were found, and a shake-up at the CEO level was announced.DigitalOcean (DO from here on out) is back on the mend ag ...

Putting aside Nvidia is practically impossible, considering nearly every large technology company in America seems to be racing to buy its data center chips designed to process artificial intelligence (AI) workloads. Plus, Nvidia stock was the best performer in the S&P 500 index in 2023 with a 239% gain, and it's already up another 61% in 2024.But the AI industry is expanding quickly, and a number of other opportunities warrant attention, so let's forget Nvidia for a moment.Palo Alto Networks (PANW -2.62%) ...

盈利预期修订 - DigitalOcean Holdings, Inc.（DOCN）的盈利预期出现显著修订，可能成为投资组合的稳定增值[1] - 分析师对该公司盈利前景的乐观态度推动了盈利预期的提高，这将反映在股价上[2] - DigitalOcean Holdings, Inc.目前持有Zacks Rank 2（买入），得益于有利的盈利预期修订[9]

SerrNovik/iStock via Getty Images Investment thesis A lot has changed for DigitalOcean (NYSE:DOCN) in the past 14 months. Let's start by doing a sanity check on the company's stock performance. DigitalOcean, or DO as the company sometimes calls itself, underperformed the benchmark index by scoring a ~17% return, ~10% under the S&P 500 index (SP500) over the past year. sa Last year, the company's Q2 FY23 results shocked its investors after it announced in that report that customers were churning and spend wa ...

业绩总结 - DigitalOcean在2023年第四季度实现了强劲的财务业绩[3] - 2023年第四季度的收入为1.81亿美元，同比增长11%[34] - 调整后的EBITDA为7300万美元，较去年同期增长41%[35] - 非GAAP全摊薄每股净收入为0.44美元，较去年同期增长57%[36] - 2023年总收入同比增长20%，达到6.93亿美元[37] 用户数据 - DigitalOcean拥有超过640,000名客户，业务遍布全球190个国家[12] 未来展望 - 预计2024年新客户收入将为增长贡献8%[40] - 预计Cloudways在2024年将为增长贡献2-3个百分点[41] - 预计AI和机器学习解决方案将在2024年为增长贡献3%的收入[43] - 预计2024年第一季度收入为1.82亿至1.83亿美元，调整后的EBITDA利润率为37%至38%[45] - 预计2024年全年收入为7.55亿至7.75亿美元，年度增长率在中间值为两位数[47] - 预计2024年自由现金流利润率为19%至21%[49] 新产品和新技术研发 - DigitalOcean计划通过全球负载平衡、数据弹性、身份和访问管理等新功能来增强其平台[19] - 公司计划通过AI/ML战略来利用市场机会，为开发人员和应用构建者提供简单易用的AI/ML能力[21] 市场扩张和并购 - DigitalOcean通过收购Paperspace，进一步扩大了其可触及市场，并增加了宝贵的增长动力[16] - 公司在中国市场取得了iPhone销售收入创纪录，达到了967.7亿美元[110] 负面信息 - 加密货币对公司收入的影响并不明显[138] 其他新策略和有价值的信息 - 公司计划在未来两年内执行1.4亿美元的股票回购授权[51] - 公司计划在未来通过收购或内部产品开发来扩展业务，以满足客户需求和加速增长[94]

DigitalOcean Holdings, Inc. (DOCN) reported $180.87 million in revenue for the quarter ended December 2023, representing a year-over-year increase of 11%. EPS of $0.44 for the same period compares to $0.28 a year ago.The reported revenue represents a surprise of +1.47% over the Zacks Consensus Estimate of $178.26 million. With the consensus EPS estimate being $0.37, the EPS surprise was +18.92%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

财务表现 - 2023财年总收入为6.93亿美元，同比增长20%[1] - 2023年第四季度营收为1.81亿美元，同比增长11%[2] - 公司2023年第四季度营收为18.08亿美元，毛利为10.65亿美元[33] - 非GAAP净收入为42,329千美元，较上年同期增长41.2%[39] 现金流 - 2023财年总营运现金流为2.35亿美元[1] - 2023年第四季度经营活动现金流为8100万美元，较2022年第四季度的6500万美元有所增长[2] - 公司2023年全年经营活动产生的净现金流为23.49亿美元[34] - 调整后的自由现金流为28,828千美元，较上年同期增长68.0%[43] 利润 - 2023年第四季度净利润为1,600万美元，净利润率为9%[2] - 公司2023年全年非GAAP股权补偿排除了前首席执行官放弃的MRSU奖励相关的3130万美元[37] 经营指标 - 2023年第四季度年化营收率（ARR）为7.3亿美元，同比增长11%[2] - 公司将Learners、Builders和Scalers视为客户群体的最合适衡量标准，排除了Testers[27] - ARPU（每用户平均收入）按月计算，除去Testers的总收入和总用户数[28] - 公司计算ARR（年度重复收入）的方法是将最新月份的收入乘以12[29] - 净美元留存率的计算方法是每月从所有客户的同比月份开始，计算出过去12个月内这些客户的收入，然后计算当前月份这些客户的收入，包括任何扩张和减少或流失的收入[30] 资产情况 - 公司的总资产为1460.97亿美元，其中包括现金及现金等价物、有形资产、无形资产等[32] 其他收入 - 公司2023年和2022年的其他收入主要包括来自可供出售证券的利息收入[38]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 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 ( State or other jur ...