Q2 FY2026 EarningsQ2 FY26 results beat consensus across key metrics, with revenue reaching $281M (+29% YoY) vs. the $278.8M expected. Strong momentum in AI and Inference Engine services drove AI Customer ARR up 212% YoY, now representing $234M. While GAAP EPS of $0.29 significantly outperformed the $0.03 mean estimate, normalized EPS of $0.45 also beat the $0.26 consensus. Management notably raised FY26 revenue guidance to ~30% growth (up to $1.18B), well above previous market expectations.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Digitalocean(DOCN) the Revenue is 281.18 M (+28.57%), Beat estimate;the EBIT is 62.41 M (+10.06%), Beat estimate;the EPS is 0.29 (-25.64%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.28B28.57%
0.28B27.49%
+0.00B1.08%
EBITExceed expectations
0.06B10.06%
0.05B14.15%
+0.01B24.21%
EPSExceed expectations
0.2925.64%
0.0392.31%
+0.260066.67%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf