)
Visual24 Oct 2025
The rise of Alphabet
DigitalOcean (DOCN) investor relations material
DigitalOcean Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary11 Sep, 2025
Strategic focus on inference workloads
Shifted resource allocation toward inference workloads, reducing emphasis on training as part of next year's capacity planning.
Inference workloads align with core strengths, requiring not just GPUs but also data processing, orchestration, and observability.
Customers value integrated, full-stack cloud solutions for dynamic routing and load balancing between open- and closed-source models.
Multi-cloud inference is becoming standard, with customers often using several providers for flexibility and capacity.
Durable, revenue-generating inference workloads drive investment confidence and resource allocation.
Product development and customer growth
Released around 250 features in the past year, including new Droplet types, high-throughput storage, and advanced networking.
Enhanced networking with Virtual Private Cloud and direct connects to hyperscalers, supporting multi-cloud strategies.
Database offerings and further product announcements are planned, with a focus on compute, storage, and networking.
Product-led growth remains strong, with improved customer quality and increased ARPU in early customer cohorts.
Partnerships with open source communities and companies like Laravel are expanding customer acquisition channels.
AI platform evolution and customer segmentation
AI stack structured into infrastructure, platform, and agentic layers, with most revenue currently from infrastructure.
Over 6,000 unique customers and 15,000 agents deployed, with platform adoption expected to grow in coming quarters.
AI-native startups prefer GPU access, while SaaS companies seek serverless endpoints and agentic frameworks.
Cloudways copilot has seen strong adoption, improving automation and reducing response times by 30–40%.
AI-native companies are increasingly providing longer-term commitments, improving revenue predictability.
What drives inference unit economics?
Identify remaining Scalers+ product gaps
Is AI native tech stack truly parallel?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next DigitalOcean earnings date
Q3 20255 Nov, 2025
Next DigitalOcean earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
DigitalOcean Holdings, Inc. a technology company, operates a cloud computing platform world wide. Its cloud computing platform provides virtual private servers; and block storage volumes to store data in the cloud, as well as solutions that include load balancers to distribute customers' traffic between multiple virtual private servers, Managed Databases to run databases on customers' choice of engine or framework, and Object Storage that allows customers to build applications with custom workflows and APIs that work with their own tools and processes. The firm offers solutions for developers, startups, and SMBs.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage