Sign in

    Alex Lavigne • Unknown

    Alex Lavigne's questions to GoDaddy Inc (GDDY) leadership

    Alex Lavigne's questions to GoDaddy Inc (GDDY) leadership • Q2 2025

    Question

    Alex Lavigne asked about the contribution of the Marketing Suite and Arrow Plus to the sequential ARPU growth and inquired about the potential for agentic AI to drive an upmarket push for GoDaddy.

    Answer

    CEO Aman Bhutani and CFO Mark McCaffrey clarified that Marketing Suite and Arrow Plus are still new and small contributors to ARPU. McCaffrey attributed the ARPU growth to the core Arrow experience driving higher conversion, attach, and order sizes. Bhutani added that over the next 12 months, agentic AI will enable GoDaddy to integrate partner solutions much faster, enhancing its overall platform capabilities.

    Ask Fintool Equity Research AI

    Alex Lavigne's questions to Getty Images Holdings Inc (GETY) leadership

    Alex Lavigne's questions to Getty Images Holdings Inc (GETY) leadership • Q3 2024

    Question

    Alex Lavigne, on behalf of Mark, asked for an update on the adoption of Getty's Generative AI tools and the potential for revenue scaling in 2025, as well as the current demand for data licensing opportunities.

    Answer

    Craig Peters, Chief Executive Officer, explained that Generative AI adoption is still in the early, single-digit percentages but is additive, attracting new customers, and expected to be a more material contributor in 2025. He noted specific activations, like the one with Sony Pictures for its 'Venom' movie, are interesting but less recurring. On data licensing, Peters stated that Getty has engaged in a few small deals with existing partners but remains highly selective, passing on opportunities that do not align with the long-term interests of the company and its content creators.

    Ask Fintool Equity Research AI