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DODOCN

What DigitalOcean Holdings promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

36 of 36 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly adjusted EBITDA margin37% to 38%Mar 2026Jun 2026:Adjusted EBITDA was $114 million, an adjusted EBITDA margin of 40%
Call transcript, Jun 2026 · no direct link		Achieved
Full-year adjusted EBITDA marginhigh 30s to 40%Sep 2025Jun 2026:We expect adjusted EBITDA margins of approximately 39%
Call transcript, Jun 2026 · no direct link		Revised Up
Legacy bare metal CPU ARR roll-offapproximately $13 million of ARR to roll off by the end of Q1 2026Dec 2025No later analysed call mentions it.Pending

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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