DigitalOcean Holdings Inc (DOCN) — the earnings record
As of the 2026-10-15 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -19.9% to +23.4% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Reported 3 November before the open — a day earlier than the vendor date on this card: EPS $0.45 vs $0.32, revenue $321.2M vs ~$306.7M (vendor), growth accelerating to 40% — a beat on both lines. Window from Tuesday’s close of 90.50: paid ≥ 93.22, sold < 87.79, scored Friday 6 November: sold, −19.9%. into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Nov 26 | 2026-11-03 | ✓ beat | ✓ beat |
| Aug 26 | 2026-08-04 | ✓ beat | ✓ beat |
| May 26 | 2026-05-05 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-24 | ✓ beat | ✓ beat |
| Nov 25 | 2025-11-05 | ✓ beat | ✓ beat |
| Aug 25 | 2025-08-05 | ✓ beat | ✗ miss |
| May 25 | 2025-05-06 | ✓ beat | ✗ miss |
| Feb 25 | 2025-02-25 | ✓ beat | ✗ miss |
| Nov 24 | 2024-11-04 | ✓ beat | ✗ miss |
| Aug 24 | 2024-08-08 | ✓ beat | ✓ beat |
| May 24 | 2024-05-10 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full DOCN print-record card — free registration.
FAQ · from the current data · as of 2026-10-15
Quick answers
How often does DigitalOcean Holdings Inc beat earnings estimates?
Across the last 11 covered prints (as of the 2026-10-15 card), DigitalOcean Holdings Inc beat EPS estimates 11 of 11 times and revenue estimates 7 of 11 times, with 7 double beats.
How does DOCN stock react to earnings?
Measured close-of-print-day to the close three sessions later: 7 of the last 11 prints resolved up (beyond +3%), 0 flat, 4 down (as of the 2026-10-15 card) — reactions spanning -19.9% to +23.4%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was DOCN's biggest earnings reaction?
+23.4% over the three sessions after the Aug 24 print (2024-08-08).
When does DigitalOcean Holdings Inc report earnings next?
2026-11-03 (Reported 3 November before the open — a day earlier than the vendor date on this card: EPS $0.45 vs $0.32, revenue $321.2M vs ~$306.7M (vendor), growth accelerating to 40% — a beat on both lines. Window from Tuesday’s close of 90.50: paid ≥ 93.22, sold < 87.79, scored Friday 6 November: sold, −19.9%.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelooknet
Where DOCN appears in the diary — 8 pieces, newest first. Every link is our own writing.
Long reads
- The Agentic Winners 25
DigitalOcean serves the developer-cloud segment where agent hosting for startups and SMBs will concentrate.
Dailies
- AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs Report
The three that reported earlier in the week without a raise barely move: Datadog +2.6%, DigitalOcean +3.1%, Dynatrace +0.3%.
- Midterms — Dow Jumps 2.3% and Apple Hits a Record; Data-Center Power Stocks Sink Up to 15%
DigitalOcean, which rents cloud servers, loses 10.4%.
- Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is green
Our usage gauges sold hardest: Cloudflare −7.0%, Datadog −6.7%, DigitalOcean −9.1% — −24% on the week
- AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%
Our AI usage gauges split: DigitalOcean −6.1% after Wednesday's −14.8%, Cloudflare −4.3%; JFrog +1.7%
- Palantir +27%, and the market buys back the exact corner it sold
DigitalOcean — an eighteen-point round trip to nowhere
- The Opex Handover — Why the AI Trade Is Rotating, Not Rolling Over
Axis 1 — Consumption infrastructure The metered layer that scales with agent activity rather than human headcount: Cloudflare (NET) — edge requests and Workers; Datadog (DDOG) — observability, usage-billed; Twilio (TWLO)…
- Introducing the Agentic Winners 25
25 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…
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