This pre-announcement signals a massive acceleration in customer adoption and revenue trajectory, likely driving a significant positive stock reaction today. Traders should position for a strong move upward on the increased RPO and guidance raise; await the full Q2 2026 earnings release for detailed financials and updated guidance.
Price Chart
Executive Summary
DigitalOcean issued a preliminary Q2 2026 pre-announcement reporting record customer traction, with RPO expected to exceed $800M (up >10X YoY) and revenue growth accelerating to ~29% YoY. The company also secured an incremental 20 MW of data center capacity and expects aEBITDA margin and non-GAAP EPS at or above the high end of prior guidance, projecting a higher exit 2026 growth rate.
Key Facts
- RPO expected to exceed $800M, up >10X year-over-year from Q2 2025
- Revenue growth expected to accelerate to ~29% in Q2 2026, up from 14% in Q2 2025
- Multiple nine-figure annual customer commitments added in the quarter
- aEBITDA margin and non-GAAP Net Income per Share expected at or above high end of guidance
- Secured an additional 20 MW of data center capacity, bringing total committed to ~155 MW
- Weighted average contract life increased from 1.6 years to over 3 years
- Company expects higher exit 2026 revenue growth rate based on customer momentum
Financial Impact
RPO expected to rise by over $550M in Q2 2026 to exceed $800M; revenue growth accelerating to ~29% YoY; further capacity expansion of 20 MW.
Risk Factors
- Preliminary results are unaudited and subject to change upon completion of quarter-end closing procedures
- Execution risks related to scaling data center capacity and managing customer ramp
- Potential near-term dilution from follow-on offering completed in Q1 2026 (11.9M shares)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001582961-26-000055 |
| Exhibit: exhibit991pressrelease.htm | 0001582961-26-000055 |
| Document: 0001582961-26-000055-index-headers.html | 0001582961-26-000055 |
| Document: 0001582961-26-000055-index.html | 0001582961-26-000055 |
| Document: 0001582961-26-000055.txt | 0001582961-26-000055 |
| 8-K Data (Synthetic) | 0001582961-26-000055 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 4, 2026 28d ago | Insider Cluster | $112.47 $120.21 | ▲ +6.88% | ▲ +8.09% | $144.02 (+28.05%) |
Aug 19, 2026 6w ago | Insider Cluster | $116.66 $114.99 | ▼ −1.43% | ▼ −1.04% | $144.02 (+23.45%) |
Aug 18, 2026 6w ago | Insider Cluster | $125.25 $112.57 | ▼ −10.12% | ▼ −9.92% | $144.02 (+14.99%) |
Aug 4, 2026 8w ago | 8-K | $128.89 $120.86 | ▼ −6.23% | ▼ −6.13% | $144.02 (+11.74%) |
Aug 3, 2026 8w ago | Court Ruling | $127.17 $129.73 | ▲ +2.01% | ▼ −0.01% | $144.02 (+13.25%) |
Jul 17, 2026 11w ago | 424B5 | $118.91 $131.15 | ▲ +10.29% | ▲ +10.98% | $144.02 (+21.12%) |
Jul 15, 2026 11w ago | 424B5 | $119.65 $142.68 | ▲ +19.25% | ▲ +20.23% | $144.02 (+20.37%) |
Jul 14, 2026 11w ago | Court Ruling | $126.30 $119.09 | ▼ −5.71% | ▼ −4.41% | $144.02 (+14.03%) |
Jul 7, 2026 12w ago | 8-K | $137.04 $126.30 | ▼ −7.84% | ▼ −8.39% | $144.02 (+5.09%) |
May 21, 2026 19w ago | Insider Cluster | $158.46 $173.45 | ▼ −9.46% | ▼ −7.80% | $144.02 (+9.11%) |
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