Earnings Presentation Q3 2025 November 5, 2025 2025 DigitalOcean. All rights reserved 1 Safe Harbor The statements in the presentation regarding our financial outlook are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results or outcomes to be materially different from any f ...

Exhibit 99.1 DigitalOcean Announces Third Quarter 2025 Financial Results BROOMFIELD, Colo., November 5, 2025 – DigitalOcean Holdings, Inc. (NYSE: DOCN), the comprehensive agentic cloud, today announced results for its third quarter ended September 30, 2025. "DigitalOcean's unified agentic cloud is driving accelerated momentum in Q3. Revenue increased 16% year over year and we delivered the strongest incremental organic ARR in our history," said Paddy Srinivasan, CEO of DigitalOcean. "Our unified agentic clo ...

BROOMFIELD, Colo.--(BUSINESS WIRE)--DigitalOcean Holdings, Inc. (NYSE: DOCN), the comprehensive agentic cloud, today announced results for its third quarter ended September 30, 2025. "DigitalOcean's unified agentic cloud is driving accelerated momentum in Q3. Revenue increased 16% year over year and we delivered the strongest incremental organic ARR in our history,†said Paddy Srinivasan, CEO of DigitalOcean. "Our unified agentic cloud platform is emerging as a preferred destination for AI and. ...

股价表现 - 当前股价为41美元 当日上涨0.84% [1] - 过去一个月股价上涨8.53% 过去一年股价上涨15.91% [1] 估值分析 - 公司的市盈率为31.04 [6] - IT服务行业的平均市盈率为97.61 公司的市盈率显著低于行业水平 [6] - 较低的市盈率可能意味着公司被低估 也可能反映市场对其未来增长预期不高 [5][6] 投资方法论 - 市盈率是评估公司市场表现的有用指标 但存在局限性 [10] - 市盈率不应单独使用 需结合行业趋势和商业周期等其他因素 [10] - 投资者应综合使用市盈率与其他财务指标和定性分析来做决策 [10]

DigitalOcean's artificial intelligence revenue is growing at a rapid pace right now, as small and mid-sized businesses race to deploy the technology.Earnings season for the quarter ended Sept. 30 is now in full swing. Wall Street remains focused on the technology sector because it's at the epicenter of powerful trends like artificial intelligence (AI) that are creating significant amounts of value right now.DigitalOcean (DOCN 1.61%) is an under-the-radar company valued at just $3.6 billion. It provides clou ...

DigitalOcean Holdings (DOCN) stock has been performing well this year, driven by strong earnings and growing optimism around its artificial intelligence (AI)- focused cloud offerings. Unlike giants such as Amazon's (AMZN) Amazon Web Services (AWS) and Microsoft's (MSFT) Azure, DigitalOcean specializes in serving developers, startups, and small to mid-size businesses, offering simple, scalable, and cost-effective cloud solutions tailored to this niche. Adding fuel to the rally were recent takeover rumors th ...

公司定位与业务概况 - 公司定位为开发者友好的云基础设施提供商，提供基础设施即服务、平台即服务、GPU租赁以及在美国、欧洲和亚洲的托管服务 [2] - 与超大规模云厂商相比，公司规模较小，大部分业务实质上是租赁计算和存储容量，差异化程度极低 [2] 财务与运营挑战 - 核心业务增长乏力，依赖激进的会计方法、关联方交易以及收购来掩盖核心业务放缓并维持增长表象 [3] - 关键的GPU租赁增长向量面临价格压力和容量限制，公司缺乏资本或规模与资金更充裕的同行竞争 [4] - 即将对15亿美元（占市值50%和企业价值40%）的0%可转换债券进行再融资，可能显著增加现金消耗并放大杠杆风险 [4] - 针对AI GPU对华销售的监管变化可能消除一项重要的收入来源，进一步威胁增长故事 [4] 公司治理与会计问题 - 存在与控股股东Access Industries相关的关联方实体网络，尤其是在中国，这可能掩盖真实费用并人为抬高利润率 [3] - 会计操作存在问题，包括重新定义年度经常性收入、客户数量和自由现金流，掩盖了真实的经济表现，历史现金流实质上为负 [5] - 内部控制薄弱以及C级高管频繁更替加剧了治理担忧，削弱投资者信心 [5] 市场表现与近期催化剂 - 截至10月8日，公司股价为37.84美元，根据雅虎财经，其追踪市盈率和远期市盈率分别为29.55和16.69 [1] - 公司面临多个近期催化剂，包括再融资、二次股票发售、监管转变和现金流压力，这些可能引发严重的重新估值，下行情景跌幅超过60% [6] - 此前一份看涨观点指出公司股价自5月覆盖以来已上涨约31%，强调其开发者聚焦的云基础设施、高价值账户增长、强劲留存率和可预测的自由现金流 [7]

投资策略与分析师背景 - 采用逆向投资策略 专注于研究股价受压但具备不对称风险回报特征和良好扭亏为盈潜力的公司 [1] - 投资视角为长期导向 有时采取逆向投资方法 [1] - 最初为科技行业分析师 目前覆盖领域扩展至大宗商品和能源行业 关注能源转型趋势 [1]

分析师背景与研究方法 - 该分析师专注于科技、创新和可持续发展领域的投资研究 [1] - 采用名为"第一性原理"的独特分析方法，将复杂问题分解为财务和技术的基本要素以发掘被忽视的投资机会 [1] - 在投资、私募股权和风险投资领域拥有深厚背景，并为读者带来强劲回报的过往记录 [1] 文章内容与立场 - 文章内容聚焦于新兴技术、可持续投资以及创新与金融的交叉领域 [1] - 分析师未持有任何提及公司的股票、期权或类似衍生品头寸，且在未来72小时内无相关建仓计划 [2] - 文章表达分析师个人观点，且未因撰写此文获得除Seeking Alpha平台以外的任何报酬 [2]

股价表现与市场传闻 - DigitalOcean Holdings股价在交易时段接近高点 上涨4% [2] - 股价异动源于市场重新出现的收购传闻 [2] 收购传闻细节 - 交易员推测DigitalOcean已吸引收购兴趣 [2] - 该推测依据是一份周二流传的Betaville "uncooked"警报 [2] - Betaville在去年九月曾发布过相关消息 [2]