DigitalOcean Holdings, Inc. (DOCN) Q3 2024 Earnings Call Transcript Summary
DigitalOcean Holdings, Inc. (DOCN) Q3 2024 Earnings Call Transcript Summary
Annual run rate revenue was $798.3 million, up 12% year-over-year, with a notable contribution from AI and ML products.The following is a summary of the DigitalOcean Holdings, Inc. (DOCN) Q3 2024 Earnings Call Transcript:
以下是DigitalOcean Holdings, Inc.（DOCN）2024財年第三季度業績會交易摘要：
Financial Performance:
金融業績：
DigitalOcean reported Q3 2024 revenue of $198.5 million, an increase of 12% year-over-year.
Adjusted EBITDA was $87 million, with margins at 44%, reflecting a continuous focus on operational efficiency and cost management.
Annual run rate revenue was $798.3 million, up 12% year-over-year, with a notable contribution from AI and ML products.
The company increased the lower end of the full-year revenue guidance by $5 million and the top end by $2 million, indicating robust performance and projections.
Net income per share increased by 65% year-over-year.
DigitalOcean報告了2024財年第三季度達到19850萬美元的營業收入，同比增長12％。
調整後的EBITDA爲8700萬美元，利潤率爲44％，反映了對運營效率和成本管理的持續關注。
年度營業收入達到79830萬美元，同比增長12％，人工智能和機器學習產品做出了顯着貢獻。
公司將全年營業收入指導範圍的下限提高了500萬美元，上限提高了200萬美元，表明強勁的表現和預期。
每股淨利潤同比增長65％。
Business Progress:
業務進展：
DigitalOcean launched 42 new product features in Q3, including virtual private cloud peering and global load balancers, tailored to the needs of large customers.
The company is experiencing growth through strategic partnerships, such as with Hugging Face for model inferencing and with Netlify, enhancing connectivity with managed MongoDB.
Significant progress in AI/ML offerings, including the introduction of NVIDIA H100 Tensor Core GPU worker nodes and a new GenAI platform for easier buildout of AI applications.
DigitalOcean在第三季度推出了42個新產品功能，包括虛擬專用雲對等連接和全球負載均衡器，滿足大客戶的需求。
公司通過戰略伙伴關係實現增長，例如與Hugging Face合作進行模型推斷，以及與Netlify合作提升與託管mongodb的連接。
在人工智能/機器學習方面取得重大進展，包括推出NVIDIA H100 Tensor Core gpu芯片-雲計算工作節點和一個新的GenAI平台，更便於構建人工智能應用程序。
Opportunities:
機會：
DigitalOcean sees significant opportunities through its focus on AI and ML platforms, aiming to democratize access for customers without deep expertise in these areas.
Expanding service offerings and moving customers from usage-based to committed contracts signal deepening customer relationships and potential revenue growth.
Hosting of the 11th Hacktoberfest showcases the company's commitment to the developer community, possibly expanding its user base.
DigitalOcean通過專注於人工智能和機器學習平台看到重大機遇，旨在爲缺乏這些領域專業知識的客戶實現民主化訪問。
擴展服務提供並將客戶從基於使用量的模式轉變爲承諾合同，表明加強客戶關係以及潛在的營業收入增長。
舉辦第11屆Hacktoberfest展示了公司對開發者社區的承諾，可能擴大其用戶群。
Risks:
風險：
Challenging comparisons from previous pricing adjustments and the integration of acquired businesses may temporarily impact financial metrics such as Net Dollar Retention (NDR).
之前價格調整帶來的挑戰性比較以及收購業務整合可能會暫時影響淨美元留存率（NDR）等財務指標。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
