DigitalOcean Holdings, Inc. announced today its third‑quarter 2025 financial results, reporting revenue that rose 16% year‑over‑year to $219 million. The company highlighted that its high‑spend customer segment—those with more than $100,000 in annual run‑rate—generated 26% of total revenue and grew 41% year‑over‑year, while customers with $1 million-plus run‑rate contributed over $100 million in annual recurring revenue and grew at 72%.
The company also noted that direct AI revenue more than doubled year‑over‑year for the fifth consecutive quarter, underscoring the rapid expansion of its agentic AI platform. These figures demonstrate continued momentum in both core cloud and AI‑centric offerings, reinforcing DigitalOcean’s strategy to capture larger, higher‑margin enterprise customers.
DigitalOcean raised its revenue guidance for the full year 2025 and increased its adjusted free‑cash‑flow‑margin outlook, signaling management confidence in sustaining growth while maintaining profitability. The updated guidance reflects the company’s belief that its product innovations and go‑to‑market execution will continue to drive top‑line expansion.
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