DigitalOcean Q1 2026 Earnings Call Summary: Strategic Shift and Growth Outlook
DigitalOcean reported strong performance in Q1 2026, driven by retention of top cloud and AI-native customers rather than new capacity. The company is transitioning from a 'GPU landlord' to an integrated full-stack platform, with non-bare metal services now accounting for over 80% of AI customer ARR. Management raised its 2027 revenue growth guidance to 50% or more due to securing additional infrastructure capacity.
Tickers: $DOCN
Topics: AI infrastructure capacity expansion cloud computing revenue growth guidance