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DigitalOcean Holdings, Inc. (DOCN) Presents at J.P. Morga...
2026-05-20 · via All Articles on Seeking Alpha

Kevin Curtin

All right. Good afternoon, everyone. Thanks for braving another beautiful, wonderful 80-degree day here in Boston at the TMC conference. Look, I think this is going to be a really exciting panel this afternoon because I can think of very few public companies better positioned for the broad trends that we're seeing around inference, developer adoption and the future of the AI landscape than the DigitalOcean team, who we're privileged to have here with us today.

Just quickly, my name is Kevin Curtin. I look after the AI infrastructure investment banking business at JPMorgan, and it's been our privilege to have been aligned with DigitalOcean since their IPO in 2021.

But it's very clear, given the recent share price performance and investor reaction that the market is just now discovering a lot of the capabilities that we've seen for a long time wherein this platform i only accelerated by AI.

So it's a privilege to have here today both Paddy and Matt, CEO and CFO, respectively for, I think, a very great discussion. We've got about 35 minutes. I've got a list of questions prepared. But to the extent you all have questions, hopefully, you've heard from the conference organizers how to get those up digitally.

I'll be continuously taking a look at this thing throughout, but we'll also, of course, leave some time for audience questions as well. So with all that said, thanks again for joining us for the session this afternoon.