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Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Tuesday, August 16, 2022

Digital Ocean Valuation

 


DigitalOcean, the developer cloud company is currently valued at 4.62 billion USD.

I estimate the intrinsic value of DigitalOcean at 25 billion USD.

DigitalOcean offers website hosting, web & mobile apps, video streaming hosting, gaming development on a cloud infrastructure surface.

The cloud computing market and namely the cloud as infrastructure vertical which makes around 70 % of the total cloud computing revenue is dominated by Amazon, Microsoft and Google Cloud part of Alphabet.

I have long had an eye on DigitalOcean as a technology company. DigitalOcean possesses the knowhow to take an ever larger and growing niche in the cloud computing and the cloud as infrastructure in particular market.

And the revenue from cloud computing is forecast to surpass 700 billion USD a year 7 years from now.

Compared to other cloud companies with predominantly around 20 billion USD market capitalisations, DigitalOcean does seem undervalued, as far as I am concerned,


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