DigitalOcean Holdings, Inc. (DOCN) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

DigitalOcean Holdings, Inc. ( DOCN ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 11:50 AM EDT

Company Participants

Padmanabhan Srinivasan - CEO & Director

Matt Steinfort - Chief Financial Officer

Conference Call Participants

Gabriela Borges - Goldman Sachs Group, Inc., Research Division

Maura Hager - Goldman Sachs Group, Inc., Research Division

Presentation

Gabriela Borges Goldman Sachs Group, Inc., Research Division All right. We will go ahead and kick it off. Really delighted to be here at the opening company session Day 1 Goldman Sachs Communacopia. I'm Gabriela Borges. I cover software here at Goldman. My colleague, Maura Hager, is on the stage with me as well. Delighted to have Paddy and Matt, CEO and CFO, of DigitalOcean. Thank you so much for being here.

Padmanabhan Srinivasan CEO & Director It's wonderful to be here. It's a wonderful way to what I call start the sprint to finish the year.

Question & Answer Session

Gabriela Borges Goldman Sachs Group, Inc., Research Division Paddy, I want to rewind back to when you first came in as CEO. And at the time, the DigitalOcean strategy in AI hinged on an asset called Paperspace, which was acquired a few months before you joined the team. And at the time, the industry feedback on Paperspace was a little bit mixed. And I fast forward to today and the business that you've built on what was originally an acquisition along with the core IP of DigitalOcean is really incredible. So maybe just walk us through that. How did you go from arriving at DigitalOcean and seeing the Paperspace asset and then building it into what you have today, which is much more holistic, which is much more deep from a technology standpoint?

Padmanabhan Srinivasan CEO & Director Thank you, Gabriela. That's a great question to set us up here. So I think