Stockreport

DigitalOcean: The Inference Cloud Thesis Has Still Not Priced In [Seeking Alpha]

DigitalOcean Holdings, Inc.  (DOCN) 
PDF Q4 2025 results validate the thesis: $901M revenue (+15% YoY), $259M net income (29% margin), and $120M AI ARR, 70% from inference and core cloud. Customer retention [Read more]