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 ...

Three Months Ended Non-GAAP Net Income 1) For the three months ended March 31, 2024, non-GAAP stock-based compensation excludes $0.1 million as it is presented in Restructuring related charges. For the three months ended March 31, 2023, non-GAAP stock-based compensation excludes $3.9 million as it is presented in Restructuring and other charges. 3) For the periods in fiscal year 2024, we used a tax rate of 16%, which we believe is a reasonable estimate of our long-term effective tax rate applicable to non-G ...

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) (State or other jurisdic ...

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 ...

NEW YORK, April 30, 2024 /PRNewswire/ -- DigitalOcean Holdings Inc. (NYSE: DOCN) will replace Agiliti Inc. (NYSE: AGTI) in the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, May 7. Thomas H. Lee Partners L.P. is acquiring Agiliti in a deal expected to be completed on or about that date pending final conditions. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective Date Index Name Action Company Name Ticker GIC ...