Paddy Srinivasan

We @DigitalOcean are different by design.

That starts with who we serve, what we build and how we monetize our infrastructure:

→ 680,000 paying customers, spanning a broad base of developers and businesses.
→ A full cloud platform: compute, storage, databases, inference and agent execution.
→ Software that creates multiple revenue streams from the capacity we bring online.
→ A differentiated financial profile: 60%+ growth guidance for 2027 with positive operating margin and cashflow

As agents move into production, they need memory, data, orchestration and secure sandboxes. Bringing these capabilities together on one cloud creates value for customers and increases the revenue we can generate from every megawatt.

Our growth equation has two levers: expanding capacity and delivering more software value on that capacity.

In this interview, I explain how that architecture shapes our business and why we’re built for the agentic era. 👇

$DOCN

youtube.com/watch?v=DlcoL6…

Introducing Cuttlefish: control your agents on @DigitalOcean from your iPhone.

Run Codex, Claude Code or OpenCode in persistent, hardware-isolated cloud sandboxes. From your phone:

→ Follow sessions and steer agents as they work.
→ Approve or deny tool calls.
→ Inspect files and preview what your agents build.
→ Checkpoint, fork, pause and resume sessions.

The architecture matters: execution and working state live in the cloud. Your agents keep running when your phone is locked, offline or the app is closed.

Durable execution. Mobile supervision. Your choice of agent.
Another step toward the cloud built for agents and the people directing them.

Cuttlefish is now in public preview.

Meet Cuttlefish
digitalocean.com/blog/introduci…

Day zero and Kimi K3.1 Pro is now LIVE on @digitalocean serverless inferencing

$321M in Q3 revenue. 40% YoY growth. 45% adjusted EBITDA margin. A record $160M in incremental ARR.

Our fifth consecutive quarter of accelerating growth at @DigitalOcean.

Behind these results is a clear shift: customers are adopting our complete AI-Native Cloud to help agents think, act and improve.

→ Token volume grew ~10x quarter over quarter.
→ ~90% of AI customer revenue came from customers also using Core Cloud.
→ Our software makes our megawatts more valuable: $18M ARR per average active megawatt across our fleet.

We’re raising our outlook again: we now expect 44–45% revenue growth in Q4 and 60%+ for full-year 2027.
A complete platform. A diversified customer base. Disciplined financial execution. Different by design.

Thank you to our customers and the DigitalOcean team. The agentic era is here, and we’re building the cloud for it. $DOCN

We are going to be busy !! Our @digitalocean team is bringing Agent Flow and Token Flow conversations to BoxWorks (@Box), LanceDB Reverie (@lancedb), SGLang Summit (@sgl_project), @TomorrowXSummit, and Founders You Should Know (@foundersysk).

Come find us. We’d love to hear what you’re building, what’s working, and where you’re getting stuck.