DigitalOcean : Earnings Presentation Q2 2026

About this update from Digitalocean Holdings, Inc.

Q2 2026 Eaínings Písssntation August 4, 2026 6ccslsíating Gíowtk, Disciplinsa Exscution 1 6ccslsíating Gíowtk Mats Revenue grew 29%, more than double a year ago, with record incremental ARR and strong profitability 2 Infsísncs Tíaction Inference services grew nearly 800% year over year as AI Natives scale production workloads on our platform 3 6I Nativs Cloua Llywkssl Our five-layer platform is becoming a flywheel: 80+ releases since April, and every layer adopted pulls customers into the next 4 Disciplinsa Exscution Delivered 40% adjusted EBITDA margins while deploying new capacity on or ahead of schedule and reducing leverage 2026 DigitalOcean. All rights reserved 3 Mscoía Q2 Msvsnus Mssults & Stíong Píofitability Ǫ2 Fsvsnus $281M 29% YoY Incís"sntal 6FF $93M 191% YoY 40% Ǫ2 6ajustsa EÐITD6 Maígin 24% Ǫ2 6ajustsa Opsíating Inco"s Maígin 17% TTM 6ajustsa FCF Maígin Note: Refer to the Appendix for definitions of metrics and reconciliations of Non-GAAP measures to GAAP. 2026 DigitalOcean. All rights reserved 44 $1M+ Customsí 6MM Msacksa $259M, Gíowing 214% YoY $100K+ Customer ARR($M) $500K+ Customer ARR($M) $1M+ Customer ARR($M) % of total ARR 23% 35% 13% 26% 9% 23% Note: Refer to the Appendix for definitions of customer categories, customer count and ARR metrics and our Form 10-Q filed with the SEC for a description of our prior methodology. Prior periods have been recast using our current methodology. Certain growth rates may not recalculate precisely to numbers shown due to rounding. 2026 DigitalOcean. All rights reserved 55 Q2 2026 Q2 2025 +214% Q2 2026 Q2 2025 +160% Q2 2026 Q2 2025 +98% % Non Ðaís-mstal 43% 61% 70% ♦1% ♦5% 6I Customsí 6MM Msacksa $234M, Gíowing 212% YoY AI Customer ARR($M) Q2 YoY ARR Growth Total Coís Cloua Infsísncs Ssívicss Ðaís Mstal Note: Refer to the Appendix for definitions of AI Customers and AI Customer ARR. Core Cloud includes: VM, VPC, Storage, High Performance NFS. CPU Kubernetes & Droplets. Inferences Services includes: all non bare metal inference capabilities. 2026 DigitalOcean. All rights reserved 6 Managsa 6gsnts Open harness · Agent sandboxes · Tools · State · Planning Web search · MCP calling · Function calling · Knowledge retrieval Data & Lsaíning DBaaS · Advanced Edition (PG/MySQL) · Knowledge Bases · Weaviate Serverless Dedicated BYOM Infsísncs Moutsí Píompt cacking Continuous batcking Moasl svaluation...

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