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In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,” “expect,” “plan,” “anticipate,” “could,” “intend,” “target,” “estimate,” “believe,” “predict,” “potential” or “continue” or the negative terms or other similar expressions intended to identify statements about the future. These statements speak only as of the date of this presentation and involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. 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All of the market data used involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such data, industry publications and third-party research, surveys and studies generally indicate that their information has been obtained from sources believed to be reliable, although they do not guarantee the accuracy or completeness of such information. Our estimates of the potential market opportunities for our product candidates include several key assumptions based on our industry knowledge, industry publications, third-party research and other surveys, which may be based on a small sample size and may fail to accurately reflect market opportunities. 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While we believe the total number of these customers is an important indicator of the growth of our business and future revenue opportunity, the trends relating to our Builders and Scalers is of particular importance to us as these customers represent a significant majority of our revenue and revenue growth, and they are representative of the SMB customers that grow on our platform and use multiple products.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.679+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24e0d5f6-c6e3-4f9e-8306-b42a2ce38f0f", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.199, "x": 0.762, "y": 0.924 }, "kind": "source-note", "text": "2024 DigitalOcean. 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For our ARR calculations, we include the total revenue from all customers, including Testers, Learners, Builders and Scalers.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:50.715+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23438a84-59cc-4057-b9f2-dff6dbef3437", "parentComponentId": null }, { "bbox": { "h": 0.459, "w": 0.909, "x": 0.037, "y": 0.339 }, "kind": "paragraph", "text": "Net Dollar Retention Rate\nWe calculate net dollar retention rate monthly by starting with the revenue from customers, including Testers, Learners, Builders and Scalers, for our IaaS, PaaS and SaaS offerings during the corresponding month 12 months prior, or the Prior Period Revenue. We then calculate the revenue from these same customers as of the current month, or the Current Period Revenue, including any expansion and net of any contraction or attrition from these customers over the last 12 months. The calculation also includes revenue from customers that generated revenue before, but not in, the corresponding month 12 months prior, but subsequently generated revenue in the current month and are therefore reflected in the Current Period Revenue. We include this group of re-engaged customers in this calculation because our customers frequently use our platform for projects that stop and start over time. We then divide the total Current Period Revenue by the total Prior Period Revenue to arrive at the net dollar retention rate for the relevant month. For our net dollar retention rate calculations, we include the total revenue from customers, including Testers, Learners, Builders and Scalers, for our IaaS, PaaS and SaaS offerings. For a quarterly or annual period, the net dollar retention rate is determined as the average monthly net dollar retention rates over such three or 12-month period.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:50.715+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e37d3dea-a94c-41cd-b678-eaaca2224019", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.19, "x": 0.762, "y": 0.923 }, "kind": "source-note", "text": "2024 DigitalOcean. 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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.65+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7fa51ac-f1fe-43f4-9859-966a18c08ccf", "parentComponentId": null }, { "bbox": { "h": 0.66, "w": 0.84, "x": 0.088, "y": 0.229 }, "kind": "table", "text": "Q3'22 Q4'22 Q1'23 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24\nRevenue (M) $152.1 $163.0 $165.1 $169.8 $177.1 $180.9 $184.7 $192.5 $198.5\nRevenue Growth Year-over-year 37% 36% 30% 27% 16% 11% 12% 13% 12%\nARR (M) $641 $659 $669 $682 $713 $730 $749 $781 $798\nARR Increase (M) $97 $18 $10 $12 $32 $17 $19 $32 $17\nAdj. EBITDA (M)¹ $61.5 $54.7 $55.7 $72.2 $75.8 $73.5 $74.3 $81.6 $86.7\nNet Dollar Retention Rate (NDR) 118% 112% 107% 104% 96% 96% 97% 97% 97%\nAverage Revenue Per Customer (ARPU) $86.54 $87.52 $88.35 $90.84 $92.06 $92.63 $95.13 $99.45 $102.51\nBuilders and Scalers (Customers that spend more than $50 per month) 142.1K 144.2k 146.5k 150.1k 154.3k 156.2k 157.5K 161.0K 163.3K\nBuilders and Scalers % of total company revenue 86% 86% 86% 86% 86% 86% 87% 87% 88%\nCapex as % of Revenue 22% 18% 15% 15% 12% 30% 24% 18% 30%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 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"source-note", "text": "3) For the three and nine months ended September 30, 2024,\nwe used a tax rate of 16%, which we believe is a reasonable\nestimate of our long-term effective tax rate applicable to\nnon-GAAP pre-tax income for 2024. For the three and nine\nmonths ended September 30, 2023, we used a tax rate of\n17%, which we believe was a reasonable estimate of our\nlong-term effective tax rate applicable to non-GAAP pre-tax\nincome for 2023.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.731+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "025f5c91-3d17-45ad-8abc-b0f64077409c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.69, "y": 0.82 }, "kind": "source-note", "text": "4) Consists of non-cash interest expense for amortization of\ndeferred financing fees related to the Convertible Notes.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.731+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28b9e71c-77a7-42ec-bd28-e0c8c477e682", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.28, "x": 0.69, "y": 0.43 }, "kind": "source-note", "text": "2) For the three and nine months ended September 30, 2024,\nprimarily consists of executive reorganization charges. For the\nthree and nine months ended September 30, 2023, primarily\nconsists of the $31.3 million reversal of stock-based\ncompensation related to the former CEO's forfeited MRSU\naward, partially offset by salary continuation charges,\nexecutive reorganization charges including severance, CEO\nsearch firm fees, and other legal and professional service\ncosts.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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All rights reserved", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:57.676+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "525cfda6-a75f-4a38-98e5-9fbbfea9350f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.24, "x": 0.72, "y": 0.27 }, "kind": "source-note", "text": "1) For the nine months ended September 30, 2024, non-GAAP stock-based compensation excludes $0.1 million as it is presented in Restructuring related charges. There were no reclassifications of stock-based compensation for the three months ended September 30, 2024. For the three and nine months ended September 30, 2023, non-GAAP stock-based compensation excludes $31.3 million, reversal related to the former CEO's forfeited MRSU award that is reported in Restructuring related charges.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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For the three and nine months ended September 30, 2023, primarily consists of the $31.3 million reversal of stock-based compensation related to the former CEO's forfeited MRSU award, partially offset by salary continuation charges, executive reorganization charges including severance, CEO search firm fees, and other legal and professional service costs.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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For the three and nine months ended September 30, 2023, primarily consists of the $31.3 million reversal of stock-based compensation related to the former CEO's forfeited MRSU award, partially offset by salary continuation charges, executive reorganization charges including severance, CEO search firm fees, and other legal and professional service costs.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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For the three and nine months ended September 30, 2023, non-GAAP stock-based compensation excludes $31.3 million, reversal related to the former CEO's forfeited MRSU award that is reported in Restructuring related charges.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:55.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4e9b3c9-a42b-46f2-8f44-ef0017ec5d99", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.27, "x": 0.69, "y": 0.63 }, "kind": "source-note", "text": "3) For the three and nine months ended September 30, 2024, we used a tax rate of 16%, which we believe is a reasonable estimate of our long-term effective tax rate applicable to non-GAAP pre-tax income for 2024. For the three and nine months ended September 30, 2023, we used a tax rate of 17%, which we believe was a reasonable estimate of our long-term effective tax rate applicable to non-GAAP pre-tax income for 2023.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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For the three and nine months ended September 30, 2023, primarily consists of salary continuation charges and executive reorganization charges, including CEO search firm fees and other legal and professional service costs.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.083+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52be4f70-8851-4226-aac7-6bd9dd1669d5", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.196, "x": 0.762, "y": 0.923 }, "kind": "source-note", "text": "2024 DigitalOcean. All rights reserved", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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All rights reserved", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Amortization of acquired intangible assets — — — (275) Stock-based compensation (10,828) (9,502) (29,099) (35,280) Acquisition related compensation — (250) — (750) Acquisition and integration related costs — (412) — (571) Restructuring related charges — (315) — (2,704) Impairment of long-lived assets — — — (11) Non-GAAP research and development $ 26,549 $ 22,148 $ 76.289 $ 69,877 GAAP sales and marketing $ 17,036 $ 19,015 $ 57,970 $ 53,346 Amortization of acquired intangible assets (2,482) (2,522) (7,590) (6,152) Stock-based compensation (2,063) (4,701) (9,105) (11,759) Acquisition and integration related costs — (100) — (100) Restructuring related charges — (11) — (381) Non-GAAP sales and marketing $ 12,491 $ 11,681 $ 41,275 $ 34,954", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": 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"confidence": null, "extraction": { "at": "2026-05-01 22:47:52.644+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbfce5fe-f37a-4202-9b10-220af8ebb49b", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.189, "x": 0.76, "y": 0.915 }, "kind": "source-note", "text": "2024 DigitalOcean. All rights reserved", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.644+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a77f5d8f-136d-4807-89c1-ecce89b0f25e", "parentComponentId": null }, { "bbox": { "h": 0.349, "w": 0.189, "x": 0.76, "y": 0.235 }, "kind": "source-note", "text": "1) For the nine months ended September 30, 2024, non-GAAP stock-based compensation excludes $0.1 million as it is presented in Restructuring related charges. 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