Sign in

You're signed outSign in or to get full access.

Ella

Vice President and Equity Research Analyst at JPMorgan Chase & Co.

Ella is a Vice President and Equity Research Analyst at JPMorgan Chase & Co., specializing in the healthcare sector with a focus on biotechnology and pharmaceuticals. She covers specific companies including Regeneron Pharmaceuticals, Vertex Pharmaceuticals, BioMarin Pharmaceutical, and Alnylam Pharmaceuticals, achieving a strong performance track record with a 68% success rate on TipRanks and average return of 14.2% per rating. Ranked in the top 10% of healthcare analysts, Ella joined JPMorgan in 2019 after previous roles at Barclays from 2015 to 2019 and Leerink Partners from 2012 to 2015, beginning her career following an MBA from Harvard Business School. She holds Series 7, 63, and 86 FINRA licenses, along with CFA charterholder status.

Ella's questions to GoDaddy (GDDY) leadership

Question · Q4 2025

Ella, on behalf of Alexei Gogolev, asked about GoDaddy's competitive advantages stemming from its 30+ year history and proprietary data against newer entrants. She also sought quantification of AI-driven versus employee-driven customer care and code generation, and how this is expected to evolve.

Answer

Aman Bhutani, CEO, highlighted GoDaddy's competitive strengths including its brand, domain funnel, platform scale, and proprietary data (nearly 2 billion daily data points) for tuning AI agents. He emphasized the shift to AI-native products like Airo.ai, which offers a seamless chat-based experience. Regarding AI adoption, he noted that the majority of new code is now AI-driven, and the focus is shifting to agents creating code and automating the software development lifecycle, leading to faster product development.

Ask follow-up questions

Fintool

Fintool can predict GoDaddy logo GDDY's earnings beat/miss a week before the call