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DigitalOcean10-Q: Market expansion

Commits over $1.27B to new data center leases after Q1 2026

What happened

DigitalOcean is massively expanding its infrastructure footprint with $1.27 billion in new co-location leases expected to commence between April 2026 and June 2027.

Source

SEC EDGARMay 5, 2026

Quarterly report (Form 10-Q)

DigitalOcean 10-Q

Filing excerpt

Subsequent to March 31, 2026, the Company entered into leases primarily for co-location space at data center facilities with total estimated undiscounted payments of $1,273.1 million.

sec.gov/Archives/edgar/data/1582961/000158296126000049/docn-20260331.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Market expansion

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 5, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.3B (Total estimated undiscounted payments for new data center leases)

Details

CIK
1582961
Accession number
0001582961-26-000049
Timeframe
Next quarter
Filing year
2026
Fiscal year
0
Why it matters
Scaling infrastructure needed

Topics and mentions

Technologies

  • cloud

Extraction

Confidence
High
Relevance
95%
Sentiment
Positive
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
marketExpansion

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/29ef0938-e306-47fa-a413-2d37964d5a95 returns this record as JSON. POST /v1/companies/enrich returns every signal for digitalocean.com.

{
  "signal_id": "29ef0938-e306-47fa-a413-2d37964d5a95",
  "signal_type": "sec-10q",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-05-12T09:24:58.12+00:00",
  "company": {
    "name": "DigitalOcean",
    "domain": "digitalocean.com"
  },
  "data": {
    "detail": "DigitalOcean is massively expanding its infrastructure footprint with $1.27 billion in new co-location leases expected to commence between April 2026 and June 2027. This signals a huge, immediate budget for data center hardware, software, networking, and operational services to support rapid growth.",
    "metrics": {
      "timeframe": "next_quarter",
      "dollar_context": "Total estimated undiscounted payments for new data center leases",
      "dollar_millions": 1273.1
    },
    "summary": "Commits over $1.27B to new data center leases after Q1 2026",
    "excerpts": "Subsequent to March 31, 2026, the Company entered into leases primarily for co-location space at data center facilities with total estimated undiscounted payments of $1,273.1 million.",
    "relevance": 0.95,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1582961/000158296126000049/docn-20260331.htm",
    "filing_date": "2026-05-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Scaling infrastructure needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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