$DOCN (DigitalOcean Holdings) — 8-K: DigitalOcean Q3 revenue $321M up 40%, raises Q4 growth outlook to 44-45% and 2027 to 60%+

Q3 2026 revenue was $321 million, up 40% year-over-year, with ARR of $1,285 million, also up 40%. AI Customer ARR reached $376 million, up 288%, and the company added a record $160 million in incremental ARR. Non-GAAP diluted net income per share was $0.45, while net loss per share was $0.37, including a $0.46 hit from a $57 million induced conversion expense on repurchased 2030 Convertible Notes. Adjusted EBITDA was $144 million at a 45% margin. Management raised its Q4 2026 revenue growth outlook to 44-45% and expects 60%+ revenue growth for full year 2027.

Q3 2026 revenue was $321 million, up 40% year-over-year, with ARR of $1,285 million, also up 40%. AI Customer ARR reached $376 million, up 288%, and the company added a record $160 million in incremen