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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
DigitalOcean (DOCN) investor relations material
DigitalOcean UBS Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Technology and AI Conference summary1 Dec, 2025
Business performance and growth outlook
Raised 2024 growth outlook to 18%-20%, a year ahead of previous guidance, driven by strong core cloud and AI business momentum.
Addressed product gaps and improved go-to-market strategy, leading to significant growth in large customer segments.
100K+ customers grew 41% and million-dollar+ customers grew 72% last quarter.
Five consecutive quarters of 100%+ growth in the cloud business have made it a sizable revenue contributor.
Announced 30 MW of new data center capacity to accelerate AI deployments.
AI and core cloud revenue trends
Q3 saw the highest organic net new ARR at $44 million, with less than half from AI and the majority from core cloud.
Large multi-year, seven- and eight-figure deals are now being signed, especially with AI-native customers.
AI revenue expected to reach mid to high teens percentage of total by end of next year, mainly from inferencing workloads.
AI-native companies, especially in B2B and B2C, are driving most of the AI demand.
Real-world use cases include generative media models and digital characters for e-commerce and gaming.
AI product and monetization strategy
Monetization has shifted from Bare Metal-as-a-Service to GPU Droplets, offering performance and management benefits at a premium.
Serverless endpoints and platform services like guardrails, observability, and agentic software modules are new revenue streams.
19,000 AI agents deployed in six to seven months, with AI services driving pull-through of core cloud products.
What differentiates DO's AI monetization strategy?
How does new capacity impact long-term FCF margins?
What sustains DO's multi-cloud competitive advantage?
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Next DigitalOcean earnings date
Q4 202520 Feb, 2026
Next DigitalOcean earnings date
Q4 202520 Feb, 2026
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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.
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