DigitalOcean Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2026 / 03:45PM GMT

Transcript 10-K

Josh Baer

Morgan Stanley - Analyst

All right, before we begin, for important disclosures, please see the Morgan Stanley Research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative.

Hello. I'm Josh Baer, Software Analyst at Morgan Stanley. We are thrilled to have the DigitalOcean leadership team here. We have Paddy Srinivasan, CEO; and Matt Steinfort, CFO. Thank you so much for joining us.

Paddy Srinivasan

DigitalOcean Holdings Inc - Chief Executive Officer, Director

Thank you. Thank you, Josh, for having us here.

Josh Baer

Morgan Stanley - Analyst

Excellent. So Paddy, I was hoping you could start it off talking about your strategy. You came in a few years ago with a very clear product and go-to-market strategy. I want to check in on where we are as far as those initiatives, your focus with large customers, AI

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