AI cloud infrastructure company DigitalOcean reported fourth quarter revenue of $242 million for 2025, which is up 18 percent over the previous year. With total revenue for the year reaching $901 million, DigitalOcean saw its net income hit $259 million, marking a 207 percent year-over-year increase. The company raised its growth outlook, projecting 21 percent growth for 2026.
Growth among artificial intelligence customers contributed to these outcomes, with the annual run-rate revenue for DigitalOcean’s AI customers reaching $120 million. More than 70 percent of that revenue derived from inference services and core cloud products. Revenue from the largest customers, those spending upwards of $1 million, saw 123 percent year-over-year growth.
Operational developments last year included the launch of new core cloud and AI-native capabilities alongside the public preview of DigitalOcean’s Agent Development Kit. For the first quarter of 2026, the company anticipates revenue between $249 million and $250 million. It expects its 2026 full-year revenue to fall around $1.1 billion.
“AI is reshaping entire industries, and we are built for this shift. DigitalOcean’s Agentic Inference Cloud is gaining further traction with large cloud and AI-native customers that are driving the shift, which is evident in our strong Q4 performance and our increased outlook for 2026 and 2027,” Paddy Srinivasan, CEO of DigitalOcean, said in a statement.
