GDDY
GoDaddy Inc.124.68
+0.87+0.7%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Promo details affirm LTV potential
Q&A unpacked the 1-year domain promo's bookings headwind, attributing it to higher-than-expected volume from shorter terms and allocated discounts, but with new cohorts matching prior attach rates and February optimizations boosting routing for better LTV. No pipeline distress drove the shift—management called it proactive against traffic flux, not competition from AI coding tools hitting micro-businesses yet. AI efficiencies advanced, majority code now AI-generated; costs tightly controlled to hit margin guide. Airo.ai GA awaits scale for metrics. Q&A largely reaffirms prepared outlook. Confident on cohort value. Watch promo renewals.
Key Stats
Market Cap
17.26BP/E (TTM)
21.50Basic EPS (TTM)
5.80Dividend Yield
0%Recent Filings
10-K
FY2025 results
GoDaddy grew FY2025 revenue 8.3% to $4.95B, with A&C up 14.3% to $1.89B on subscription adoption while Core rose 4.9% to $3.06B via domains and aftermarket, yet hosting dipped from migrations. Total bookings climbed 7.2% to $5.4B, but Q4 details undisclosed in the 10-K. NEBITDA expanded 13.6% to $1.59B amid cost optimizations; operating income jumped 26.2% to $1.13B. Repurchased $1.6B in shares, maintaining $2.2B authorization. Q4 accelerated A&C momentum. Cybersecurity incidents threaten service continuity.
8-K
Strong 2025 results, solid guidance
GoDaddy reported Q4 revenue of $1.3B, up 7% year-over-year, and full-year revenue of $5.0B, up 8%, with A&C surging 14% to $1.9B while Core grew 5%. NEBITDA hit $1.6B (32% margin, up 14%), free cash flow $1.6B (up 19%), funding $1.6B share repurchases. Guides 2026 revenue to $5.2B-$5.3B, NEBITDA over 33%, FCF ~$1.8B. Cash flow powers returns.
10-Q
Q3 FY2025 results
GoDaddy posted Q3 revenue of $1,265.3M, up 10.3% y/y, with Applications & Commerce surging 13.7% to $481.0M while Core grew 8.3% to $784.3M; operating income climbed 16.9% to $296.7M and diluted EPS rose to $1.51 from $1.32, reconciling to 139M shares. Both segments drove the gains, fueled by domain/add-on and aftermarket strength despite minor restructuring hits. Cash fell to $923.7M after $1.4B buybacks, yet operating cash flow hit $1,229M YTD; $3.8B debt (6-7% rates) holds steady with $999M revolver room. Solid margins persist. Competition keeps pressure on pricing.
8-K
Q3 revenue up 10%
GoDaddy posted Q3 revenue of $1.3B, up 10% year-over-year, with A&C surging 14% to $481M while Core grew 8%. Operating income hit $297M at 23% margin; NEBITDA rose 11% to $409M (32% margin), reconciled in filing. Raised FY25 revenue guide to $4.93B-$4.95B. Cash flows strong, yet customers dipped 1.5%. AI agents launched.
10-Q
Q2 FY2025 results
GoDaddy's Q2 revenue climbed 8.3% year-over-year to $1,217.6 million, fueled by 14.4% growth in Applications and Commerce while Core Platform edged up 4.8%, with operating income surging 27.9% to $266.3 million on tighter costs. Diluted EPS rose to $1.41 from $1.01, aligning with 141,408 thousand shares, though YTD net income dipped to $419.4 million from $547.8 million due to a one-time 2024 tax benefit. Operating cash flow hit $784.6 million for the half, yielding $777 million in free cash flow (derived) after $7.7 million capex, while $1,086.7 million in cash backs $3,788 million in debt maturing through 2031. Share repurchases totaled $798 million in the half under a fresh $3 billion authorization. Competition in AI-driven tools poses ongoing pressure.
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