DigitalOcean Holdings, Inc. (DOCN): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique du cloud computing, DigitalOcean Holdings, Inc. (DOCN) est devenu une plate-forme qui change la donne qui habilite les développeurs et les startups avec des solutions d'infrastructure cloud simples, abordables et puissantes. En réimaginant les services cloud via un objectif centré sur les développeurs, DigitalOcean a taillé un créneau unique dans le paysage technologique compétitif, offrant hautement performance Serveurs et prix transparents qui démocratise l'accès à la technologie du cloud de pointe. Cette exploration de leur toile de modèle commercial révèle le plan stratégique derrière leur approche innovante du cloud computing, mettant en valeur la façon dont ils ont transformé les infrastructures complexes en un écosystème intuitif et accessible pour les créateurs de technologies et les entrepreneurs.

DigitalOcean Holdings, Inc. (DOCN) - Modèle commercial: partenariats clés

Fournisseurs d'infrastructures cloud

DigitalOcean maintient des partenariats stratégiques avec les principaux fournisseurs d'infrastructures cloud:

Partenaire	Détails du partenariat	Niveau d'intégration
AWS	Collaboration des infrastructures	Interconnexion du réseau partiel
Google Cloud	Prise en charge des infrastructures techniques	Intégration limitée

Partenaires d'intégration technologique

DigitalOcean collabore avec des plateformes technologiques critiques:

• Kubernetes - Intégration d'orchestration en conteneur
• Docker - support de plate-forme de conteneurisation
• Terraform - infrastructure comme compatibilité du code

Développeurs communautaires open source

Les mesures d'engagement open source de DigitalOcean:

Métrique	Valeur 2023
Contributions du projet open source	387 référentiels actifs
Membres de la communauté Github	52 000 développeurs

Fournisseurs de services gérés

Composition du réseau partenaire:

• Provideurs de services gérés mondiaux: 94
• Accords de revendeurs régionaux: 36
• Valeur totale du réseau partenaire: 42,7 millions de dollars

Accélérateurs de startup et réseaux de capital-risque

Réseau	Focus de partenariat	Engagements de démarrage
Y Combinator	Support d'infrastructure de démarrage	127 startups actives
Technise	Subventions aux infrastructures cloud	84 startups collaboratives

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: activités clés

Développement et maintenance des infrastructures cloud

DigitalOcean exploite 15 centres de données mondiaux au quatrième trimestre 2023, avec des infrastructures couvrant les régions d'Amérique du Nord, d'Europe et d'Asie-Pacifique. La société maintient 99,99% de disponibilité pour les services d'infrastructure cloud.

Métrique d'infrastructure	Quantité / performance
Centres de données totaux	15
Garantie de disponibilité	99.99%
Régions mondiales couvertes	3 (Amérique du Nord, Europe, Asie-Pacifique)

Ingénierie de plate-forme logicielle

La plate-forme de DigitalOcean prend en charge plusieurs technologies de cloud computing et environnements de déploiement.

• Gestion des cluster Kubernetes
• Orchestration de conteneurs
• Déploiement de la machine virtuelle
• Infrastructure informatique sans serveur

Support client et services techniques

En 2023, DigitalOcean a alloué 42,7 millions de dollars aux opérations de support client et de service technique.

Métrique de soutien	Performance
Dépenses de soutien annuelles	42,7 millions de dollars
Temps de réponse moyen	Moins de 30 minutes

Innovation de produit et développement de fonctionnalités

DigitalOcean a investi 68,3 millions de dollars dans la recherche et le développement en 2023, en se concentrant sur les améliorations des plates-formes cloud.

• Intégration d'apprentissage automatique
• Protocoles de sécurité améliorés
• Infrastructure cloud évolutive
• Capacités de réseautage avancés

Gestion des ressources en cloud computing

Au quatrième trimestre 2023, DigitalOcean a géré environ 350 000 clients d'infrastructure cloud actifs avec 1,5 pétaoctet de capacité de stockage totale.

Métrique de gestion des ressources	Quantité
Clients actifs	350,000
Capacité de stockage totale	1,5 pétaoctets
Revenus cloud annuels	524,8 millions de dollars

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: Ressources clés

Infrastructure cloud évolutive

Depuis le quatrième trimestre 2023, DigitalOcean fonctionne avec:

Métrique d'infrastructure	Quantité
Total des serveurs	375,000
Centres de données mondiaux	14
Régions servies	9 régions

Technologie de virtualisation avancée

Les capacités de virtualisation de DigitalOcean comprennent:

• Technologie de l'hyperviseur KVM
• Plates-formes de virtualisation basées sur Linux
• Architecture de virtualisation des gouttelettes

Équipes de développement de logiciels propriétaires

Composition de l'équipe	Nombre
Ingénieurs logiciels totaux	532
Personnel de développement de produits	278
Spécialistes des infrastructures cloud	154

Réseau de centres de données mondiaux

Détails de l'infrastructure réseau:

• Bande passante du réseau total: 5,4 tbps
• Connectivité du réseau redondant
• Connexions de réseau mondial à faible latence

Plateforme de gestion du cloud robuste

Métrique de la plate-forme	Spécification
API Disponibilité	99.99%
Utilisateurs actifs mensuels	623,000
Les ressources cloud totales gérées	1,2 million

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: propositions de valeur

Solutions de cloud computing simples et abordables

Depuis le quatrième trimestre 2023, DigitalOcean propose une infrastructure cloud à partir de 4 $ / mois avec des configurations de droplet de base. L'entreprise fournit:

• Machines virtuelles de base à partir de 4 $ / mois
• Dropletes optimisées au CPU à partir de 40 $ / mois
• Dropletes optimisées à la mémoire à partir de 90 $ / mois

Niveau de service	Prix ​​mensuel	Cœurs de processeur	BÉLIER
Gouttelette de base	$4	1	1 Go
Gouttelette standard	$20	2	4 Go
Haute performance	$80	8	16 GB

Services d'infrastructure conviviaux pour les développeurs

DigitalOcean prend en charge plusieurs langages de programmation et cadres avec:

• Gestion des cluster Kubernetes
• Plate-forme d'application pour le déploiement direct
• Services de registre des conteneurs

Modèle de tarification transparent et prévisible

Détails des prix à partir de 2024:

• Pas de frais de configuration cachés
• Facturation horaire avec des plafonds mensuels
• Bande passante incluse avec la plupart des services

Service	Méthode de facturation	Fourchette
Calculer les instances	Horaire / mensuel	4 $ - 640 $ / mois
Stockage	Par Go / mois	0,10 $ - 0,30 $ / Go
Bande passante	Sortant gratuit	Jusqu'à 1 To / mois

Serveurs de nuages ​​hautes performances

Spécifications du serveur en 2024:

• Processeurs Intel Xeon
• Norme de stockage SSD
• Garantie de disponibilité de 99,99%

Plateforme facile à utiliser pour les startups et les développeurs

Statistiques d'utilisation des plateformes:

• Plus de 600 000 clients développeurs
• 180+ pays servis
• Déploiements d'applications simples en un clic

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: relations avec les clients

Plateforme en ligne en libre-service

Au quatrième trimestre 2023, la plate-forme en libre-service de DigitalOcean prend en charge 619 000 clients dans le monde. La plate-forme permet aux utilisateurs de fournir une infrastructure cloud avec une garantie de disponibilité de 99,99%.

Métrique de la plate-forme	Statistique
Clients actifs totaux	619,000
Dropletes cloud mensuelles moyennes déployées	1,4 million
Disponibilité de la plate-forme	99.99%

Forums de soutien axés sur la communauté

DigitalOcean maintient une plate-forme communautaire active avec plus de 200 000 développeurs enregistrés et professionnels techniques.

• Temps de réponse du forum communautaire: moyenne de 2 à 4 heures
• Membres de la communauté enregistrée totale: 200 000+
• Interactions communautaires mensuelles: 50 000+

Documentation technique et tutoriels

DigitalOcean accueille plus de 2 500 tutoriels techniques avec 15 millions de pages vues mensuelles.

Métrique de documentation	Statistique
Tutoriels techniques totaux	2,500+
Page de vue mensuelle	15 millions

Équipes de réussite client dédiées

DigitalOcean fournit une prise en charge spécialisée pour les clients d'entreprise une gestion dédiée des comptes.

• Taux de rétention de la clientèle de l'entreprise: 92%
• Temps de réponse moyen pour le support d'entreprise: moins d'une heure
• Gestionnaires de compte dédiés par 50 clients d'entreprise

Intégration automatisée et gestion des comptes

La plate-forme propose l'approvisionnement automatisé de compte avec des capacités de déploiement d'infrastructure instantanée.

Métrique d'intégration	Statistique
Temps de configuration du compte moyen	Moins de 5 minutes
Taux de réussite de l'approvisionnement automatisé	99.5%

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: canaux

Plateforme de vente en ligne directe

Le canal de vente principal de DigitalOcean est sa plate-forme directe en ligne sur www.digitalocean.com. Depuis le quatrième trimestre 2023, la plate-forme prend en charge:

• 130 000 clients actifs
• Déploiement instantané des infrastructures cloud
• Processus d'inscription en libre-service

Métrique du canal	2023 données
Inscriptions en ligne	62% du total des acquisitions de clients
Temps de conversion du client moyen	7,2 minutes

Inscription et provisionnement en ligne

Les fonctionnalités de la plate-forme Web comprennent:

• Provisioning automatisé des infrastructures cloud
• Déploiement de ressources en temps réel
• Gestion de l'infrastructure axée sur l'API

Provisionnement métrique	Performance de 2023
Temps de déploiement moyen	55 secondes
Capacités d'intégration de l'API	99,99% de disponibilité

Canaux de marketing numérique et de contenu

Les stratégies de marketing numérique comprennent:

• Blog technique avec plus de 500 000 lecteurs mensuels
• Chaîne YouTube avec 75 000 abonnés
• La portée des médias sociaux sur LinkedIn, Twitter

Conférences techniques et événements de développeur

Mesures de participation à l'événement:

• 12 conférences de développeurs majeurs en 2023
• Engagement direct avec plus de 15 000 développeurs
• Parrainage d'événements natifs du cloud

Réseaux de référence partenaires

Détails de l'écosystème des partenaires:

• 45 partenaires technologiques vérifiés
• Programme de référence générant 18% des nouvelles acquisitions de clients
• Marché intégré avec des solutions tierces

Métrique du réseau partenaire	2023 données
Intégrations totales de partenaires	95 intégrations vérifiées
Revenus axés sur les partenaires	22% des revenus totaux

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: segments de clientèle

Développeurs de logiciels indépendants

Au quatrième trimestre 2023, DigitalOcean dessert environ 600 000 développeurs de logiciels indépendants dans le monde.

Métriques du segment de la clientèle	Valeur
Développeurs indépendants totaux	600,000
Dépenses mensuelles moyennes	$89
Distribution géographique	Amérique du Nord: 42%, Europe: 28%, Asie: 22%, Autre: 8%

Startups technologiques de petite à moyenne taille

DigitalOcean cible 85 000 startups technologiques dans divers secteurs.

• Taux de croissance de la clientèle de startup: 18% par an
• Dépenses moyennes d'infrastructure cloud mensuelles: 350 $
• Industries primaires: SaaS, FinTech, AI / ML, blockchain

Créateurs d'applications Web

En 2023, DigitalOcean a pris en charge 275 000 développeurs d'applications Web.

Segment de développement d'applications Web	Statistiques
Développeurs d'applications Web totaux	275,000
Fréquence de déploiement	Déploiements hebdomadaires: 62%
Technologies primaires	Node.js, Python, Ruby, Php

DevOps Professionals

Les professionnels DevOps représentent un segment de clientèle critique avec 190 000 utilisateurs actifs.

• Total des clients DevOps: 190 000
• Déploiements de cluster Kubernetes: 45 000 mensuels
• Intégration continue / déploiement continu (CI / CD) Utilisation: 68%

Équipes technologiques entrepreneuriales

DigitalOcean prend en charge 110 000 équipes technologiques entrepreneuriales dans le monde.

Segment de l'équipe entrepreneuriale	Points de données
Total des équipes entrepreneuriales	110,000
Gamme de taille d'équipe	2-15 membres
Budget d'infrastructure mensuel moyen	$500-$2,500

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: Structure des coûts

Maintenance des infrastructures cloud

Pour l'exercice 2023, DigitalOcean a déclaré des coûts d'infrastructure totaux de 246,1 millions de dollars, représentant environ 36% des revenus totaux.

Catégorie de coûts d'infrastructure	Dépenses annuelles	Pourcentage de revenus
Matériel de serveur	89,4 millions de dollars	13.2%
Infrastructure réseau	72,6 millions de dollars	10.7%
Location de centre de données	84,1 millions de dollars	12.4%

Développement et ingénierie de logiciels

En 2023, DigitalOcean a investi 164,3 millions de dollars dans les dépenses de recherche et de développement.

• Salaire moyen de l'ingénieur logiciel: 142 000 $ par an
• Total du travail d'ingénierie: 684 employés
• Outils et licences annuelles de développement de logiciels: 12,6 millions de dollars

Dépenses opérationnelles du centre de données

Les coûts opérationnels totaux du centre de données pour 2023 étaient 137,5 millions de dollars.

Catégorie de coûts opérationnels	Dépenses annuelles
Puissance et refroidissement	42,3 millions de dollars
Entretien et réparations	31,2 millions de dollars
Infrastructure de sécurité	26,9 millions de dollars
Conformité et certification	37,1 millions de dollars

Marketing et acquisition de clients

Les dépenses de marketing pour 2023 ont totalisé 121,7 millions de dollars.

• Dépenses publicitaires numériques: 53,4 millions de dollars
• Marketing de contenu et référencement: 22,6 millions de dollars
• Marketing de conférence et d'événements: 15,3 millions de dollars
• Compensation de l'équipe de vente: 30,4 millions de dollars

Recherche et innovation de produit

DigitalOcean alloué 78,9 millions de dollars vers la recherche et l'innovation de produits en 2023.

Catégorie d'investissement en innovation	Dépenses annuelles
Développement de nouveaux produits	42,6 millions de dollars
Partenariats technologiques	18,3 millions de dollars
Prototype et test	12,4 millions de dollars
Opérations de laboratoire d'innovation	5,6 millions de dollars

DigitalOcean Holdings, Inc. (DOCN) - Modèle d'entreprise: Strots de revenus

Abonnements mensuels sur serveur cloud

Pour le quatrième trimestre 2023, DigitalOcean a déclaré 162,1 millions de dollars de revenus totaux. Les revenus d'abonnement Droplet (Cloud Server) représentaient environ 70% du total des revenus.

Niveau d'abonnement	Fourchette de prix mensuelle	Revenus annuels estimés
Gouttelettes de base	$5 - $40	48 millions de dollars
Gouttelettes premium	$80 - $960	72 millions de dollars

Filling de calcul et de stockage basé sur l'utilisation

En 2023, la facturation basée sur l'utilisation a contribué environ 20% du total des revenus, estimés à 32,4 millions de dollars.

• Filling de calcul: 0,007 $ par heure par CPU
• Facturation de stockage: 0,10 $ par Go par mois
• Overnage de bande passante: 0,01 $ par Go transféré

Offres de services gérés avancés

Les services gérés ont généré environ 12,2 millions de dollars en 2023, ce qui représente 7,5% des revenus totaux.

Type de service	Prix ​​mensuel	Revenus annuels estimés
Kubernetes géré	$40 - $200	5,4 millions de dollars
Bases de données gérées	$15 - $100	4,8 millions de dollars

Monétisation de l'outil API et développeur

Les revenus de l'outil API et des développeurs ont représenté environ 6,1 millions de dollars en 2023, ce qui représente 3,8% des revenus totaux.

Services de soutien professionnel et de conseil

Les services professionnels ont généré environ 3,6 millions de dollars en 2023, ce qui représente 2,2% des revenus totaux.

Niveau de service	Coût mensuel	Revenus annuels estimés
Soutien de base	$29	1,2 million de dollars
Support premium	$99	2,4 millions de dollars

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.