Shay Boloor · 2026-11-03 12:07 UTC

$DOCN Q3 EARNINGS • Revenue $321M vs Est. $307M (+40% YoY) • EPS $0.45 vs Est. $0.32 • EBITDA $144M vs Est. $118M • ARR: $1.29B vs Est. $1.17B • AI Customer ARR: $376M (+288% YoY) FY26 Guidance • Revenue $1.21B vs. Est. $1.16B • EPS $1.61 vs Est. $1.46 FY27 Guidance • Revenue $1.9B vs. Est. $1.8B (+60% YoY) Management announced they secured 20 MW of additional data center capacity for 2028 bringing committed capacity to ~180 MW.

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