DigitalOcean signals massive second quarter 2026 demand with RPO surging 10x to over $800 million and revenue growth accelerating to 29%.

DigitalOcean released preliminary second quarter 2026 results, indicating revenue growth accelerated to approximately 29% year-over-year. The company expects adjusted EBITDA margin and non-GAAP EPS to meet or exceed the high end of its prior guidance, driven by significant customer commitments for its AI-Native Cloud platform.

Key Highlights

• Remaining Performance Obligations (RPO) are expected to exceed $800 million, a more than 10x increase year-over-year, driven by multiple nine-figure customer commitments.
• Revenue growth is projected to accelerate to approximately 29% year-over-year, more than doubling from the 14% growth reported in the same quarter of 2025.
• The company secured an additional 20 MW of data center capacity for 2027-2028 to support accelerating demand for its AI services and projects a higher revenue growth rate for the exit of 2026.