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DigitalOcean10-Q: Cloud investment

DigitalOcean commits to $1.94B in new data center leases for massive expansion.

What happened

The company has signed lease obligations totaling $1.94 billion ($668.4M + $1.273B) for co-location data center space, with leases commencing through mid-2027.

Source

SEC EDGARMay 5, 2026

Quarterly report (Form 10-Q)

DigitalOcean 10-Q

Filing excerpt

As of March 31, 2026, the Company had $668.4 million of estimated undiscounted fixed payment obligations, mostly related to leases of co-location space at data center facilities, that have not yet commenced and were not included on the condensed consolidated balance sheets.

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: Cloud investment

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

Fiscal year end
03/31
Filed
May 5, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$1.9B (Total estimated undiscounted payments for new data center leases ($668.4M + $1273.1M).)

Details

CIK
1582961
Accession number
0001582961-26-000049
Timeframe
Next year
Filing year
2026
Fiscal year
0
Why it matters
Target for cloud vendors
Signal category
Technology

Topics and mentions

Technologies

  • cloud

Extraction

Confidence
High
Relevance
100%
Sentiment
Positive
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
cloudInvestment

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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/1133b11b-e6fe-405c-bdd0-dd17310c84d5 returns this record as JSON. POST /v1/companies/enrich returns every signal for digitalocean.com.

{
  "signal_id": "1133b11b-e6fe-405c-bdd0-dd17310c84d5",
  "signal_type": "sec-10q",
  "signal_subtype": "cloudInvestment",
  "detected_at": "2026-05-12T09:24:55.386+00:00",
  "company": {
    "name": "DigitalOcean",
    "domain": "digitalocean.com"
  },
  "data": {
    "detail": "The company has signed lease obligations totaling $1.94 billion ($668.4M + $1.273B) for co-location data center space, with leases commencing through mid-2027. This massive infrastructure build-out, supported by a recent $888M equity offering, creates significant opportunities for vendors in data center hardware, software, networking, and security.",
    "metrics": {
      "timeframe": "next_year",
      "dollar_context": "Total estimated undiscounted payments for new data center leases ($668.4M + $1273.1M).",
      "dollar_millions": 1941.5
    },
    "summary": "DigitalOcean commits to $1.94B in new data center leases for massive expansion.",
    "excerpts": "As of March 31, 2026, the Company had $668.4 million of estimated undiscounted fixed payment obligations, mostly related to leases of co-location space at data center facilities, that have not yet commenced and were not included on the condensed consolidated balance sheets.",
    "relevance": 1,
    "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": "Target for cloud vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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