DigitalOcean(DOCN)盘前大涨15% 业绩指引全面上调 AI 云业务大幅增收

金吾财讯05-05

金吾财讯 | 云科技企业 DigitalOcean(DOCN)盘前大涨，报125.9美元，涨15.16%。

消息面上，公司一季度业绩亮眼，当期调整后每股收益 0.44 美元，营收同比增长 22.4% 至 2.5791 亿美元，整体经营表现优于预期。

公司收入结构增长动能突出，季度末整体年度经常性收入同比增 22% 至 10.32 亿美元，其中 AI 客户年度经常性收入同比飙升 221%，成为核心增长引擎。

DigitalOcean 大幅上调 2026 财年营收与盈利指引，营收、每股收益预期均高于市场中枢；二季度营收指引上修，但每股收益预期小幅低于机构预估。公司加码 AI 原生云产品布局，扩容数据中心算力储备，并上调未来两年营收增速预期，成长节奏进一步提速。

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