DigitalOcean said it expects second-quarter 2026 revenue to rise 29% from a year earlier, a sharp acceleration from 14% growth in the same quarter of 2025.
The company also said remaining performance obligations, or RPO, are expected to top $800 million in the quarter, more than 10 times the level of the second quarter of 2025. DigitalOcean said RPO is expected to increase by more than $550 million in the quarter, and the weighted average life of those obligations is expected to rise to more than 3 years from 1.6 years a year ago.
The company said it added multiple nine-figure annual customer commitments during the quarter, reflecting demand for its inference and cloud products. DigitalOcean also said it expects adjusted EBITDA margin and non-GAAP net income per share to come in at or above the high end of its prior guidance.
On capacity, DigitalOcean signed an additional 20 megawatts of committed data center capacity for 2027 and 2028, bringing total committed capacity to about 155 megawatts. The new capacity is expected to come online in late 2027 and early 2028.
DigitalOcean said customer momentum is also expected to lift its exit-2026 growth rate beyond prior expectations. Today the company's shares have moved 5.5% to a price of $138.59. For the full picture, make sure to review DigitalOcean's 8-K report.
