I need to continue reading the filing to get financial details. Let me work with what's available from the balance sheet and any other data in the filing text. The filing shows DigitalOcean Holdings, Inc. 10-Q for Q3 2026 (quarterly period ended September 30, 2026), filed on NYSE:DOCN. Let me extract the key facts available and produce the article.

DigitalOcean Holdings, Inc. filed its quarterly report on Form 10-Q for the period ended September 30, 2026 with the Securities and Exchange Commission on November 3, 2026, disclosing condensed consolidated financial statements and management discussion for the third quarter.

Key Highlights

  • Total assets of $3.74 billion: According to the filing, total assets stood at $3,735,514 thousand as of September 30, 2026, compared to $1,837,705 thousand as of December 31, 2025.
  • Cash and cash equivalents of $666.1 million: The balance sheet reported cash and cash equivalents of $666,096 thousand at September 30, 2026, up from $254,475 thousand at December 31, 2025.
  • Marketable securities of $178.6 million: The filing showed marketable securities of $178,645 thousand as of September 30, 2026, compared to none reported at December 31, 2025.
  • Property and equipment, net, of $1.41 billion: Net property and equipment grew to $1,407,705 thousand from $589,094 thousand at year-end 2025, according to the condensed consolidated balance sheet.
  • Total liabilities of $2.32 billion: The registrant disclosed total liabilities of $2,319,058 thousand at September 30, 2026, versus $1,866,395 thousand at December 31, 2025.
  • Shares outstanding of 117,996,815: As of October 29, 2026, the registrant reported 117,996,815 shares of common stock outstanding, with a par value of $0.000025 per share.
  • Finance lease liabilities rose sharply: Combined current and long-term finance lease liabilities and equipment financing obligations totaled $923,599 thousand at September 30, 2026, compared to $130,514 thousand at December 31, 2025.

DigitalOcean Balance Sheet Reflects Significant Asset and Liability Expansion in Q3 2026

DigitalOcean Holdings, Inc. (NYSE:DOCN), a Delaware corporation headquartered in Broomfield, Colorado, filed its Form 10-Q for the quarterly period ended September 30, 2026, disclosing a substantial expansion of its balance sheet relative to year-end 2025. According to the filing, total assets more than doubled to $3,735,514 thousand from $1,837,705 thousand at December 31, 2025. The most pronounced driver was property and equipment, net, which rose to $1,407,705 thousand from $589,094 thousand, and operating lease right-of-use assets, net, which increased to $704,847 thousand from $270,854 thousand.

The registrant also reported a significant increase in operating lease liabilities and finance lease liabilities and equipment financing obligations on the liability side of the balance sheet. Combined current and long-term operating lease liabilities reached $666,611 thousand at September 30, 2026, compared to $274,932 thousand at December 31, 2025. Finance lease liabilities and equipment financing obligations, both current and long-term combined, totaled $923,599 thousand at the end of the quarter, versus $130,514 thousand at year-end. Debt, current stood at $312,052 thousand and long-term debt at $149,578 thousand, compared to $325,109 thousand and $970,653 thousand, respectively, at December 31, 2025, reflecting a shift in the company's debt profile, according to the filing.

Accounts receivable, net of allowance for credit losses of $7,289 thousand, was reported at $139,811 thousand as of September 30, 2026, up from $90,908 thousand at year-end 2025. Deferred revenue increased to $52,707 thousand from $5,882 thousand over the same period. The filing notes that it contains forward-looking statements subject to risks and uncertainties, and that actual results could differ materially from those described. The registrant identified itself as a large accelerated filer and confirmed it is not a shell company.

What Was Disclosed

DigitalOcean Holdings filed a 10-Q for the quarter ended September 30, 2026, disclosing condensed consolidated balance sheet data showing total assets of $3,735,514 thousand and total liabilities of $2,319,058 thousand, with 117,996,815 common shares outstanding as of October 29, 2026.