DigitalOcean Holdings, Inc. (DOCN): Lienzo del Modelo de Negocio [Ene-2025 Actualizado]

En el mundo dinámico de la computación en la nube, DigitalOcean Holdings, Inc. (DOCN) se ha convertido en una plataforma que cambia el juego que empodera a los desarrolladores y startups con soluciones de infraestructura en la nube simples, asequibles y potentes. Al reinventar los servicios en la nube a través de una lente centrada en el desarrollador, Digitalocean ha forjado un nicho único en el panorama tecnológico competitivo, ofreciendo alto rendimiento Servidores y precios transparentes que democratizan el acceso a la tecnología en la nube de vanguardia. Esta exploración de su lienzo de modelo de negocio revela el plan estratégico detrás de su enfoque innovador para la computación en la nube, mostrando cómo han transformado la infraestructura compleja en un ecosistema intuitivo y accesible para creadores y empresarios tecnológicos.

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocios: asociaciones clave

Proveedores de infraestructura en la nube

DigitalOcean mantiene asociaciones estratégicas con proveedores clave de infraestructura en la nube:

Pareja	Detalles de la asociación	Nivel de integración
AWS	Colaboración de infraestructura	Interconexión de red parcial
Google Cloud	Soporte de infraestructura técnica	Integración limitada

Socios de integración de tecnología

Digitalocean colabora con plataformas de tecnología crítica:

• Kubernetes - Integración de orquestación de contenedores
• Docker - Soporte de plataforma de contenedores
• Terraform - Infraestructura como compatibilidad con el código

Desarrolladores de la comunidad de código abierto

Métricas de compromiso de código abierto de Digitalocean:

Métrico	Valor 2023
Contribuciones de proyectos de código abierto	387 Repositorios activos
Miembros de la comunidad de Github	52,000 desarrolladores

Proveedores de servicios administrados

Composición de red de socios:

• Proveedores de servicios administrados globales: 94
• Acuerdos de revendedor regional: 36
• Valor de red total de socios: $ 42.7 millones

Aceleradores de inicio y redes de capital de riesgo

Red	Enfoque de asociación	Compromisos de inicio
Y combinador	Soporte de infraestructura de inicio	127 startups activas
Techstars	Subvenciones de infraestructura en la nube	84 startups colaborativas

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocio: actividades clave

Desarrollo y mantenimiento de la infraestructura en la nube

DigitalOcean opera 15 centros de datos globales a partir del cuarto trimestre de 2023, con infraestructura que abarca las regiones de América del Norte, Europa y Asia-Pacífico. La compañía mantiene tiempo de actividad del 99.99% para los servicios de infraestructura en la nube.

Infraestructura métrica	Cantidad/rendimiento
Centros de datos totales	15
Garantía de tiempo de actividad	99.99%
Regiones globales cubiertas	3 (América del Norte, Europa, Asia-Pacífico)

Ingeniería de plataforma de software

La plataforma de Digitalocean admite múltiples tecnologías de computación en la nube y entornos de implementación.

• Gestión de clúster de Kubernetes
• Orquestación de contenedores
• Implementación de la máquina virtual
• Infraestructura informática sin servidor

Atención al cliente y servicios técnicos

En 2023, DigitalOcean asignó $ 42.7 millones para soporte al cliente y operaciones de servicio técnico.

Métrico de soporte	Actuación
Gasto de apoyo anual	$ 42.7 millones
Tiempo de respuesta promedio	Menos de 30 minutos

Innovación de productos y desarrollo de características

DigitalOcean invirtió $ 68.3 millones en investigación y desarrollo durante 2023, centrándose en mejoras de plataformas en la nube.

• Integración de aprendizaje automático
• Protocolos de seguridad mejorados
• Infraestructura de nube escalable
• Capacidades avanzadas de redes

Gestión de recursos de computación en la nube

A partir del cuarto trimestre de 2023, DigitalOcean administró aproximadamente 350,000 clientes activos de infraestructura en la nube con 1,5 petabytes de capacidad de almacenamiento total.

Métrica de gestión de recursos	Cantidad
Clientes activos	350,000
Capacidad de almacenamiento total	1.5 petabytes
Ingresos anuales en la nube	$ 524.8 millones

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocio: recursos clave

Infraestructura de nube escalable

A partir del cuarto trimestre de 2023, DigitalOcean opera con:

Infraestructura métrica	Cantidad
Servidores totales	375,000
Centros de datos globales	14
Regiones atendidas	9 regiones

Tecnología de virtualización avanzada

Las capacidades de virtualización de DigitalOcean incluyen:

• Tecnología KVM Hypervisor
• Plataformas de virtualización basadas en Linux
• Arquitectura de virtualización de gotas

Equipos de desarrollo de software patentados

Composición del equipo	Número
Ingenieros de software totales	532
Personal de desarrollo de productos	278
Especialistas en infraestructura de la nube	154

Red de centros de datos globales

Detalles de la infraestructura de red:

• Ancho de banda de red total: 5.4 tbps
• Conectividad de red redundante
• Conexiones de red globales de baja latencia

Plataforma de gestión de nubes robusta

Métrica de plataforma	Especificación
Disponibilidad de API	99.99%
Usuarios activos mensuales	623,000
Recursos en la nube totales gestionados	1.2 millones

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocio: propuestas de valor

Soluciones de computación en la nube simples y asequibles

A partir del cuarto trimestre de 2023, DigitalOcean ofrece infraestructura en la nube a partir de $ 4/mes con configuraciones básicas de gotas. La compañía proporciona:

• Máquinas virtuales básicas desde $ 4/mes
• Gotas optimizadas por CPU desde $ 40/mes
• Gotas optimizadas por memoria desde $ 90/mes

Nivel de servicio	Precio mensual	Núcleos de CPU	RAM
Gota básica	$4	1	1 GB
Gotita estándar	$20	2	4 GB
Rendimiento alto	$80	8	16 GB

Servicios de infraestructura amigables para el desarrollador

Digitalocean admite múltiples lenguajes y marcos de programación con:

• Gestión de clúster de Kubernetes
• Plataforma de aplicaciones para la implementación directa
• Servicios de registro de contenedores

Modelo de precios transparente y predecible

Detalles de precios a partir de 2024:

• No hay tarifas de configuración ocultas
• Facturación por hora con gorras mensuales
• Ancho de banda incluido con la mayoría de los servicios

Servicio	Método de facturación	Gama de precios
Instancias de cálculo	Por hora/mensual	$ 4 - $ 640/mes
Almacenamiento	Por GB/mes	$ 0.10 - $ 0.30/GB
Ancho de banda	Salida gratuita	Hasta 1 tb/mes

Servidores de nubes de alto rendimiento

Especificaciones del servidor en 2024:

• Procesadores Intel Xeon
• Estándar de almacenamiento SSD
• Garantía de tiempo de actividad del 99.99%

Plataforma fácil de usar para nuevas empresas y desarrolladores

Estadísticas de uso de la plataforma:

• Más de 600,000 clientes de desarrolladores
• Más de 180 países atendidos
• Implementaciones simples de aplicaciones de un solo clic

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocios: relaciones con los clientes

Plataforma en línea de autoservicio

A partir del cuarto trimestre de 2023, la plataforma de autoservicio de Digitalocean admite 619,000 clientes a nivel mundial. La plataforma permite a los usuarios aprovisionar la infraestructura en la nube con una garantía de tiempo de actividad del 99.99%.

Métrica de plataforma	Estadística
Total de clientes activos	619,000
Gotas de nubes mensuales promedio implementadas	1.4 millones
Disponibilidad de la plataforma	99.99%

Foros de apoyo impulsados ​​por la comunidad

DigitalOcean mantiene una plataforma comunitaria activa con más de 200,000 desarrolladores registrados y profesionales técnicos.

• Tiempo de respuesta del foro comunitario: promedio de 2-4 horas
• Total de los miembros de la comunidad registrada: más de 200,000
• Interacciones comunitarias mensuales: más de 50,000

Documentación técnica y tutoriales

DigitalOcean alberga más de 2,500 tutoriales técnicos con 15 millones de visitas mensuales a las páginas.

Métrico de documentación	Estadística
Tutoriales técnicos totales	2,500+
Vistas mensuales de página	15 millones

Equipos dedicados de éxito del cliente

DigitalOcean ofrece soporte especializado para clientes empresariales con administración de cuentas dedicada.

• Tasa de retención de clientes empresariales: 92%
• Tiempo de respuesta promedio para el soporte empresarial: menos de 1 hora
• Gerentes de cuentas dedicados por cada 50 clientes empresariales

Incorporación automatizada y gestión de cuentas

La plataforma ofrece aprovisionamiento automatizado de cuentas con capacidades de implementación de infraestructura instantánea.

Métrica de incorporación	Estadística
Tiempo de configuración de cuenta promedio	Menos de 5 minutos
Tasa de éxito de aprovisionamiento automatizado	99.5%

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocios: canales

Plataforma directa de ventas en línea

El principal canal de ventas de DigitalOcean es su plataforma en línea directa en www.digitalocean.com. A partir del cuarto trimestre de 2023, la plataforma admite:

• Más de 130,000 clientes activos
• Implementación de infraestructura de nube instantánea
• Proceso de registro de autoservicio

Métrico de canal	2023 datos
Registros en línea	62% de las adquisiciones totales de clientes
Tiempo promedio de conversión del cliente	7.2 minutos

Registro y aprovisionamiento basados ​​en la web

Las características de la plataforma web incluyen:

• Aprovisionamiento automatizado de infraestructura en la nube
• Implementación de recursos en tiempo real
• Gestión de infraestructura impulsada por la API

Métrico de aprovisionamiento	2023 rendimiento
Tiempo de implementación promedio	55 segundos
Capacidades de integración de API	99.99% de tiempo de actividad

Canales de marketing digital y contenido

Las estrategias de marketing digital incluyen:

• Blog técnico con más de 500,000 lectores mensuales
• Canal de YouTube con 75,000 suscriptores
• El alcance de las redes sociales en LinkedIn, Twitter

Conferencias técnicas y eventos de desarrolladores

Métricas de participación de eventos:

• 12 conferencias de desarrolladores principales en 2023
• Compromiso directo con más de 15,000 desarrolladores
• Patrocinio de eventos nativos de la nube

Redes de referencia de socios

Detalles del ecosistema de socios:

• 45 socios de tecnología verificada
• Programa de referencia que genera el 18% de las nuevas adquisiciones de clientes
• Mercado integrado con soluciones de terceros

Métrica de la red de socios	2023 datos
Integraciones totales de socios	95 integraciones verificadas
Ingresos impulsados ​​por socios	22% de los ingresos totales

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocio: segmentos de clientes

Desarrolladores de software independientes

A partir del cuarto trimestre de 2023, DigitalOcean atiende a aproximadamente 600,000 desarrolladores de software independientes a nivel mundial.

Métricas de segmento de clientes	Valor
Desarrolladores independientes totales	600,000
Gasto mensual promedio	$89
Distribución geográfica	América del Norte: 42%, Europa: 28%, Asia: 22%, otro: 8%

Startups de tecnología de tamaño pequeño a mediano

Digitalocean se dirige a 85,000 nuevas empresas de tecnología en varios sectores.

• Tasa de crecimiento de la base de clientes de inicio: 18% anual
• Gasto promedio de infraestructura de nube mensual: $ 350
• Industrias principales: SaaS, FinTech, AI/ML, blockchain

Creadores de aplicaciones web

En 2023, DigitalOcean admitió 275,000 desarrolladores de aplicaciones web.

Segmento de desarrollo de aplicaciones web	Estadística
Desarrolladores de aplicaciones web totales	275,000
Frecuencia de implementación	Despliegues semanales: 62%
Tecnologías primarias	Node.js, python, ruby, php

Profesionales de DevOps

Los profesionales de DevOps representan un segmento crítico de clientes con 190,000 usuarios activos.

• Total de los clientes de DevOps: 190,000
• Implementaciones de clúster de Kubernetes: 45,000 mensuales
• Uso de integración continua/implementación continua (CI/CD): 68%

Equipos de tecnología empresarial

DigitalOcean admite 110,000 equipos de tecnología empresarial en todo el mundo.

Segmento de equipo empresarial	Puntos de datos
Equipos empresariales totales	110,000
Rango de tamaño del equipo	2-15 miembros
Presupuesto promedio de infraestructura mensual	$500-$2,500

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocio: Estructura de costos

Mantenimiento de la infraestructura en la nube

Para el año fiscal 2023, DigitalOcean informó costos totales de infraestructura de $ 246.1 millones, representando aproximadamente el 36% de los ingresos totales.

Categoría de costos de infraestructura	Gasto anual	Porcentaje de ingresos
Hardware del servidor	$ 89.4 millones	13.2%
Infraestructura de red	$ 72.6 millones	10.7%
Arrendamiento del centro de datos	$ 84.1 millones	12.4%

Desarrollo e ingeniería de software

En 2023, Digitalocean invirtió $ 164.3 millones en gastos de investigación y desarrollo.

• Salario promedio de ingeniero de software: $ 142,000 por año
• Fuerza laboral de ingeniería total: 684 empleados
• Herramientas y licencias anuales de desarrollo de software: $ 12.6 millones

Gastos operativos del centro de datos

Los costos operativos totales del centro de datos para 2023 fueron $ 137.5 millones.

Categoría de costos operativos	Gasto anual
Potencia y enfriamiento	$ 42.3 millones
Mantenimiento y reparaciones	$ 31.2 millones
Infraestructura de seguridad	$ 26.9 millones
Cumplimiento y certificación	$ 37.1 millones

Marketing y adquisición de clientes

Los gastos de marketing para 2023 totalizaron $ 121.7 millones.

• Gasto publicitario digital: $ 53.4 millones
• Marketing de contenidos y SEO: $ 22.6 millones
• Marketing de conferencias y eventos: $ 15.3 millones
• Compensación del equipo de ventas: $ 30.4 millones

Investigación e innovación de productos

Digitalocean asignado $ 78.9 millones Hacia la investigación y la innovación de productos en 2023.

Categoría de inversión de innovación	Gasto anual
Desarrollo de nuevos productos	$ 42.6 millones
Asociaciones tecnológicas	$ 18.3 millones
Prototipo y pruebas	$ 12.4 millones
Operaciones de laboratorio de innovación	$ 5.6 millones

DigitalOcean Holdings, Inc. (DOCN) - Modelo de negocio: flujos de ingresos

Suscripciones mensuales del servidor en la nube

Para el cuarto trimestre de 2023, DigitalOcean reportó $ 162.1 millones en ingresos totales. Los ingresos por suscripción de gotas (servidor en la nube) representaron aproximadamente el 70% de los ingresos totales.

Nivel de suscripción	Rango de precios mensual	Ingresos anuales estimados
Gotas básicas	$5 - $40	$ 48 millones
Gotas premium	$80 - $960	$ 72 millones

Facturación de almacenamiento y cómputo basado en el uso

En 2023, la facturación basada en el uso contribuyó con aproximadamente el 20% de los ingresos totales, estimados en $ 32.4 millones.

• COMPUTE BILLING: $ 0.007 por hora por CPU
• Facturación de almacenamiento: $ 0.10 por GB por mes
• Ecuario de ancho de banda: $ 0.01 por GB transferido

Ofertas de servicios administrados avanzados

Los servicios administrados generaron aproximadamente $ 12.2 millones en 2023, lo que representa el 7.5% de los ingresos totales.

Tipo de servicio	Precio mensual	Ingresos anuales estimados
Kubernetes administrados	$40 - $200	$ 5.4 millones
Bases de datos administradas	$15 - $100	$ 4.8 millones

Monetización de herramientas de API y desarrollador

Los ingresos por la herramienta de API y desarrollador representaron aproximadamente $ 6.1 millones en 2023, lo que representa el 3.8% de los ingresos totales.

Servicios de apoyo y consultoría profesional

Los servicios profesionales generaron alrededor de $ 3.6 millones en 2023, que constituyen el 2.2% de los ingresos totales.

Nivel de servicio	Costo mensual	Ingresos anuales estimados
Soporte básico	$29	$ 1.2 millones
Soporte premium	$99	$ 2.4 millones

DigitalOcean Holdings, Inc. (DOCN) - Canvas Business Model: Value Propositions

You're a founder looking to scale without getting lost in complex cloud contracts. DigitalOcean Holdings, Inc. focuses on making the cloud simple, which is a major draw against the hyperscalers.

Simplified cloud computing and predictable, transparent pricing is a core promise. You can start basic Droplets (virtual machines) for as low as $5/month. Managed Databases start at $15/month, and Managed Kubernetes clusters begin at $12/month. The model is built on clarity; there are no hidden fees or complex billing structures to worry about at month-end.

For developers needing to integrate modern capabilities, DigitalOcean offers Accessible AI/ML tools via the GenAI Platform for non-experts. The DigitalOcean Gradient™ AI Platform reached General Availability, allowing builders to deploy Generative AI agents in minutes without managing the underlying infrastructure. This platform gives access to foundation models from Anthropic, Meta, Mistral, and OpenAI. The focus on AI is translating to financial results; direct AI revenue more than doubled year-over-year for the fifth consecutive quarter as of Q3 2025. By Q1 2025, over 5,000 customers and 8,000 agents had been deployed on the GenAI Platform. It's about getting AI into applications fast.

The platform delivers High-performance IaaS/PaaS for growing tech companies. The traction with larger, higher-spend customers shows this value proposition is working. In Q3 2025, revenue from customers spending over $100,000 in Annual Run-Rate (ARR) grew 41% year-over-year, now making up 26% of total revenue. Furthermore, customers with over $1 Million in ARR contributed $110 million to the total ARR, which was up 72% year-over-year in Q3 2025. The company raised its full-year 2025 revenue guidance to between $896 million and $897 million.

The inherent design supports Ease of use and fast deployment for developers and startups. You can deploy a server, or Droplet, in under 60 seconds without complicated configuration. This simplicity is why over 600,000 customers trust DigitalOcean Holdings, Inc. to deliver their infrastructure needs. The platform is famous for its clear documentation and step-by-step tutorials, which cuts down on time spent troubleshooting.

Finally, DigitalOcean Holdings, Inc. is positioned as a Cost-effective alternative to hyperscalers for SMBs. One client, Meiro, reported experiencing 30 to 50 percent cost savings after migrating. The company maintains strong profitability while keeping prices low; the Q3 2025 Adjusted EBITDA margin hit 43%, and the full-year 2025 guidance projects this margin between 40.7% and 41.0%.

Here's a quick look at the financial metrics supporting the value delivered to growing customers as of Q3 2025:

Metric	Value / Rate (Q3 2025)	Comparison/Context
Total Revenue	$230 million	16% year-over-year growth.
Adjusted EBITDA Margin	43%	Exceeded consensus estimates.
Revenue from $100k+ ARR Customers	26% of total revenue	Revenue from this cohort grew 41% year-over-year.
Customers with >$1M ARR	$110 million in annualized run rate revenue	Up 72% year-over-year.
Net Dollar Retention Rate (NDR)	99%	Up from 97% in Q3 2024.

The platform's focus on simplicity and clear pricing helps developers avoid the complexity that often leads to unexpected spending spikes seen elsewhere. If onboarding takes 14+ days due to complexity, churn risk rises, but DigitalOcean Holdings, Inc. aims for near-instant deployment. Finance: draft 13-week cash view by Friday.

DigitalOcean Holdings, Inc. (DOCN) - Canvas Business Model: Customer Relationships

You're hiring before product-market fit, and you need to know how DigitalOcean Holdings, Inc. keeps its builders happy while simultaneously landing bigger enterprise deals. Honestly, their customer relationship strategy is a dual approach: keep the self-service engine humming while building out a dedicated sales motion for the higher-value accounts.

High-touch, dedicated sales for Digital Native Enterprises

DigitalOcean Holdings, Inc. is actively building and strengthening relationships with its higher spend customers, specifically targeting digital native enterprises. This is moving beyond the purely product-led acquisition model. You see this in the focus on securing large, multi-year commitments. For instance, management noted securing multiple 8-figure committed contracts after Q3 2025 closed. This contrasts with Q2 2025, where they cited one $20 million plus committed deal. The Scalers+ cohort, defined as customers with annualized run-rate revenue greater than $100,000, is a key focus area. In Q2 2025, revenue from this group grew 35% year-over-year and represented 24% of total revenue. Even more telling, customers spending over $1 million annually generated $110 million in total ARR in Q3 2025, marking a 72% year-over-year leap and accounting for over 26% of total revenue.

Here's a quick look at how those higher-spend segments are performing as of mid-2025:

Customer Segment Metric	Q2 2025 Data Point	Latest Available Growth Rate
Scalers+ Revenue Share	24% of total revenue (Q2 2025)	Revenue up 35% YoY (Q2 2025)
$1M+ ARR Customers Revenue Share	Over 26% of total revenue (Q3 2025)	ARR up 72% YoY (Q3 2025)
Customer Count Growth (Scalers+)	23% increase in customer count (Q2 2025)	N/A

Self-service model via intuitive UI and extensive tutorials

The foundation of DigitalOcean Holdings, Inc.'s relationship model remains its product-led growth engine, which is inherently self-service. The platform is known for being 'very easy to use' and having a 'clean and beginner-friendly interface'. This simplicity helps drive adoption among individual builders and startups. The company supports this with extensive educational resources; in 2024 alone, they published hundreds of technical articles. For organizations moving to the cloud for AI workloads, the top reported reasons were access to advanced features at 42%, cost optimization at 38%, and scaling needs at 37%. This shows the self-service documentation and platform features directly address key decision drivers for new users.

Community-driven support and online forums for builders

For the core builder segment, community and documentation are the primary support channels, which is cost-effective and highly scalable. The platform is explicitly cited as having 'Strong community support'. This is a critical differentiator from hyperscalers. While specific forum user counts aren't public, the investment in community visibility is clear: in 2024, the company hosted 13 community meetups and spoke at 7 major industry events, with plans to embed deeper into these communities in 2025. This ecosystem helps lower the barrier to entry, which is important since 32% of organizations surveyed said they were just starting to explore AI in late 2024.

Value enhancement to increase existing customer spending (NDR 99%)

The success of both the high-touch and self-service motions is reflected in the expansion metrics. DigitalOcean Holdings, Inc. has seen its Net Dollar Retention Rate (NDR) improve to 99% in Q3 2025, up from 97% in the third quarter of 2024. This 99% figure means that, on average, existing customers spent 99% of what they spent the prior year, indicating successful retention and expansion from the base. While the overall NDR is 99%, management noted that the metric is weighed down by smaller customers, and with the largest customers, they are seeing 'very, very strong growth driven by increased expansion'. The Average Revenue Per Customer (ARPU) also reflects this value enhancement, reaching $111.70 in Q2 2025, a 12% increase over Q2 2024.

• Net Dollar Retention Rate (NDR) for Q3 2025: 99%.
• NDR for Q2 2025: 99%, up from 97% in Q2 2024.
• Average Revenue Per Customer (ARPU) in Q2 2025: $111.70.
• ARPU increase YoY in Q2 2025: 12%.

Finance: draft 13-week cash view by Friday.

DigitalOcean Holdings, Inc. (DOCN) - Canvas Business Model: Channels

You're looking at how DigitalOcean Holdings, Inc. gets its services into the hands of developers and growing technology companies as of late 2025. The channel strategy clearly blends self-service with an increasingly focused direct sales effort, especially as the company targets larger spenders.

Direct online platform and website for sign-ups and usage

This is the core product-led growth engine for DigitalOcean Holdings, Inc. The platform is designed for simplicity, driving initial adoption through the website and direct sign-ups. The success of this channel is reflected in the overall customer base metrics and retention figures.

• Total customers trusting the platform: Over 640,000 as of Q3 2025.
• Average Revenue Per User (ARPU) in Q1 2025: $108.56.
• Net Dollar Retention (NDR) rate in Q3 2025: Held steady at 99%.

The platform's ability to retain and grow existing customer spend, even with a 99% NDR, shows that the self-service experience is sticky enough to keep customers on the platform, which is crucial for the base revenue stream.

DigitalOcean Marketplace for one-click application deployment

The DigitalOcean Marketplace serves as a distribution channel for pre-configured applications and solutions, simplifying deployment for users. This is an integrated part of the overall platform experience, allowing developers to quickly spin up complex setups. The platform also includes PaaS (Platform-as-a-Service) and SaaS (Software-as-a-Service) solutions like managed databases and the Functions serverless compute solution, which are accessed via this direct channel.

Direct sales team targeting Scalers+ and DNE customers

DigitalOcean Holdings, Inc. has augmented its product-led growth engine with a focused direct sales motion. This team targets Digital Native Enterprises (DNEs) and higher-spending customers who are migrating workloads from hyperscalers. The company estimates there are approximately 4 million DNEs in the total addressable market, with 171,000 currently using the platform as of Q3 2025.

The focus on this segment is yielding clear financial results, showing the effectiveness of the direct outreach combined with product maturity.

Customer Segment (ARR)	Q3 2025 Revenue Contribution	Year-over-Year Revenue Growth (Q3 2025)
Greater than $100,000	26% of total revenue	41%
Greater than $1,000,000	$110 million in total ARR	72%

The direct sales motion is also securing larger commitments; management noted signing multiple 8-figure committed contracts after the close of Q3 2025.

Reseller and technology partner programs for wider reach

While specific revenue attribution for reseller and technology partner programs isn't broken out in the latest public figures, these programs form the ecosystem component of the go-to-market strategy. The platform's offerings, including its AI/ML applications like the Gradient AI Platform, are designed to be integrated within this broader technology ecosystem, extending reach beyond direct customer acquisition efforts.

Here's a quick look at the overall revenue context for the period ending September 30, 2025:

Metric	Value (Q3 2025)	Full Year 2025 Guidance
Total Revenue	$230 million	$896-$897 million
Adjusted EBITDA Margin	43%	40.7%-41.0%

DigitalOcean Holdings, Inc. (DOCN) - Canvas Business Model: Customer Segments

You're hiring before product-market fit... wait, DigitalOcean Holdings, Inc. is well past that, but understanding who is paying the bills now is key to forecasting 2026. The customer base is clearly segmenting into higher-value cohorts, though the foundation remains with individual builders.

DigitalOcean Holdings, Inc. simplifies cloud and AI infrastructure for over 640,000 customers globally as of Q3 2025.

Digital Native Enterprises (DNEs) and high-growth startups are a primary focus, representing a significant portion of the growth story. The estimated market opportunity for DNEs is $140 billion, with about 4 million potential customers. As of Q2 2025, DigitalOcean Holdings, Inc. was serving 174,000 of these DNEs.

Small to Medium-sized Businesses (SMBs) globally form the historical core, seeking scalable and cost-effective cloud solutions. This segment benefits from the platform's approachability, which contrasts with the complexity often found in hyperscalers.

The Scalers+ customers segment, defined as those spending over $100,000 in Annual Run-Rate Revenue (ARR), is showing material traction. In Q3 2025, revenue from this group represented 26% of total revenue. Furthermore, the revenue generated by these high-value customers grew 41% year-over-year in that quarter. This focus on larger spenders is clearly paying off, so you should watch this cohort closely.

Individual developers and open-source contributors continue to use the platform, often starting small before graduating to higher-spend tiers. The platform's initial appeal was built on serving this group with straightforward tools.

Companies with AI/ML workloads seeking accessible infrastructure represent a major near-term growth vector. DigitalOcean Holdings, Inc.'s unified agentic cloud platform is gaining traction here, evidenced by direct AI revenue more than doubling year-over-year for the fifth consecutive quarter in Q3 2025. For context on the broader market they are serving, 79% of organizations surveyed were integrating AI in some form as of late 2024/early 2025.

Here's a quick look at the financial performance across the key spending tiers as of Q3 2025:

Customer Cohort Metric	Value/Amount	Timeframe/Context
Revenue from $100K+ ARR Customers	26% of Total Revenue	Q3 2025
Revenue Growth from $100K+ ARR Customers	41% Year-over-Year	Q3 2025
Total ARR from $1M+ Customers	$110 million	Q3 2025
Growth in $1M+ ARR Customers	72% Year-over-Year	Q3 2025
Total Global Customers	Over 640,000	Q3 2025
AI Revenue Growth	More than doubled	Q3 2025 (Fifth Consecutive Quarter)

The shift toward larger customers is undeniable, but the long tail of individual developers and SMBs still provides a broad, durable base. If onboarding for new, smaller customers slows, churn risk rises. Finance: draft 13-week cash view by Friday.

DigitalOcean Holdings, Inc. (DOCN) - Canvas Business Model: Cost Structure

You're looking at the expenses DigitalOcean Holdings, Inc. incurs to keep the lights on and the servers humming, especially as they push hard into the agentic cloud space. Honestly, for a cloud provider, the cost structure is dominated by infrastructure and growth spending.

Significant capital expenditure on data center expansion is a major driver. For the third quarter ended September 30, 2025, capital expenditures (capex) were around $38.5 million. Management noted that demand for their agentic cloud exceeded supply, giving them confidence to increase investments in data centers and GPU capacity to accelerate growth. This spending is key to meeting the demand from larger digital native enterprises.

High cost of revenue (e.g., hardware, power, network bandwidth) directly impacts the gross margin. For Q3 2025, with revenue at $230 million and a gross profit of $137 million, the Cost of Revenue was $93 million. This $93 million covers the direct costs of delivering the cloud services, which includes the power draw, network egress fees, and the depreciation/leasing costs for the underlying hardware like servers and storage.

Research and development (R&D) for new product features and Sales and marketing expenses to acquire DNE customers fall under operating expenses. Total operating expenses in Q3 2025 were around $92.0 million. DigitalOcean Holdings, Inc. is actively investing here, having released over 60 new products and features during Q2 2025 alone, and introducing a direct sales motion to capture larger customers. The company is focusing on growing customers with over $100,000 in annual run-rate, which grew revenue 41% year-over-year in Q3 2025.

Personnel costs, including annual employee bonus payments, are embedded within those operating expenses. While the exact personnel cost isn't broken out separately in the latest reports, it is a significant component of the $92.0 million in total operating expenses for the quarter. The company is clearly scaling its team to support product innovation and go-to-market execution.

Here's a quick look at the key financial metrics from the Q3 2025 period and the updated full-year outlook, which helps frame the scale of these costs:

Metric	Q3 2025 Actual Amount	Full Year 2025 Guidance Range
Total Revenue	$230 million	$896 million to $897 million
Gross Profit Margin	60%	N/A
Adjusted EBITDA Margin	43%	40.7% to 41.0%
Adjusted Free Cash Flow Margin (Q3)	37%	18% to 19% of revenue (Overall)
Net Cash from Operating Activities	$96 million	N/A

The company also executed significant balance sheet activity, repurchasing approximately $1,188 million in aggregate principal of its 2026 Convertible Notes during the quarter. That's a major cash outlay, though offset by new financing and cash flow generation.

You can see the cost of growth baked into the operating expense structure, but the high gross margin of 60% shows the core service delivery is efficient. Finance: draft 13-week cash view by Friday.

DigitalOcean Holdings, Inc. (DOCN) - Canvas Business Model: Revenue Streams

You're looking at how DigitalOcean Holdings, Inc. actually brings in the money as of late 2025. It's not just one bucket; it's a mix driven by usage and customer size, with a clear pivot toward AI workloads.

The top-line expectation for the full year 2025 is set quite clearly now. Management raised the full-year 2025 revenue guidance to be between $896 million to $897 million, which reflects about a 15% year-over-year growth rate based on the Q3 results.

The core of the revenue growth is coming from the customers spending more with the platform. We see this clearly when we look at the higher-spending cohort, which DigitalOcean Holdings, Inc. calls Scalers+ customers. Revenue from these customers grew a strong 41% year-over-year in the third quarter of 2025. To put that in perspective, these higher-spend customers now account for 26% of the total revenue. Even more telling is the very top tier: customers with an annual run-rate of more than $1 million are driving $110 million in total Annual Run-Rate Revenue (ARR), and that segment is growing at 72% year-over-year.

The platform's core IaaS products, like Droplets and Storage, are definitely the foundation, but the newer, higher-value services are accelerating growth. The focus on the unified agentic cloud is paying off, especially in the AI space.

Revenue from AI/ML services, which includes things like GPU Droplets and the DigitalOcean Gradient AI Platform, is a major driver. In the second quarter of 2025, AI/ML revenue grew over 100% year-over-year. By the third quarter, management noted that Direct AI revenue had more than doubled year-over-year for the fifth consecutive quarter.

While we don't get a clean split between pure usage-based fees for IaaS and subscription revenue for PaaS like Managed Kubernetes or App Platform, we can map the revenue contribution by customer size and focus area. Here's how the key revenue drivers looked based on the latest reported quarter:

Revenue Metric/Segment	Latest Reported Value (Q3 2025)	Year-over-Year Change
Total Revenue (Q3 2025)	$230 million	16% growth
Annual Run-Rate Revenue (ARR)	$919 million	16% growth
Revenue from $100k+ ARR Customers (Scalers+)	26% of Total Revenue	41% growth
Revenue from $1M+ ARR Customers	$110 million in ARR	72% growth
Direct AI Revenue	Not specified as a dollar amount	More than doubled for 5th consecutive quarter

The platform's overall stickiness is reflected in the Net Dollar Retention Rate, which held steady at 99% in the third quarter. This means that even as they invest heavily in capacity for AI, the existing customer base is spending nearly the same amount or slightly more than the prior year. The revenue from the core platform, which is the usage-based component, is still the bulk, but the subscription-like elements and the high-value AI services are what's driving the acceleration in the higher-spend tiers.

You can see the shift in focus when you look at the customer tiers. The growth in the $100k+ ARR segment is outpacing the overall revenue growth significantly, which suggests that the PaaS offerings and specialized AI infrastructure are commanding higher average spend per customer. It's a good sign for future recurring revenue stability, honestly.

• Full-Year 2025 Revenue Guidance: $896 million to $897 million.
• Q3 2025 Revenue: $230 million.
• AI/ML Revenue Growth (Q2 2025): Over 100% year-over-year.
• Scalers+ Customer Revenue Growth (Q3 2025): 41% year-over-year.

Finance: draft 13-week cash view by Friday.