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DigitalOcean10-Q: Market expansion

Discloses $668.4M in committed, un-commenced data center lease obligations

What happened

The company has $668.4 million in fixed payment obligations for data center co-location space that have not yet started but are expected to commence through May 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: Market expansion

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
$668M (Estimated undiscounted fixed payment obligations for leases not yet commenced)

Details

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

Topics and mentions

Technologies

  • cloud

Extraction

Confidence
High
Relevance
90%
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/aefb97b2-2bdb-4763-b94a-2dd630d22dd1 returns this record as JSON. POST /v1/companies/enrich returns every signal for digitalocean.com.

{
  "signal_id": "aefb97b2-2bdb-4763-b94a-2dd630d22dd1",
  "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": "The company has $668.4 million in fixed payment obligations for data center co-location space that have not yet started but are expected to commence through May 2027. This represents a significant, pre-planned investment pipeline for scaling their physical infrastructure and creates opportunities for data center suppliers and service providers.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Estimated undiscounted fixed payment obligations for leases not yet commenced",
      "dollar_millions": 668.4
    },
    "summary": "Discloses $668.4M in committed, un-commenced data center lease obligations",
    "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": 0.9,
    "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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