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DigitalOcean Sold Off After Earnings — Buy the Dip?
DigitalOcean just raised its 2026 growth guidance to 30–31%, and the stock sold off anyway.
In this episode we work through what DigitalOcean's (DOCN) Q2 update actually changed. Management lifted full-year 2026 revenue guidance from 25–27% to 30–31% and pointed to a possible 50%+ growth rate exiting fiscal 2027.
The driver is a scaling cohort of large enterprise and developer customers landing in a supply-constrained compute market — the same capacity bottleneck hyperscalers like Microsoft have flagged around data center construction.
We cover the shift from an SMB cloud provider toward a…
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