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    John Byun • Jefferies Financial Group Inc.

    John Byun's questions to GoDaddy Inc (GDDY) leadership

    John Byun's questions to GoDaddy Inc (GDDY) leadership • Q2 2025

    Question

    John Byun asked about the sustainability of the renewed strength in the Core Platform segment, particularly in domains, and whether the financial impact from the .co registry change would persist into next year.

    Answer

    CFO Mark McCaffrey attributed the Core Platform's strength to a pickup in the aftermarket and the positive, sustainable impact of pricing and bundling initiatives within domains. He confirmed the .co registry impact would be very small next year and does not affect the company's ability to meet its 2026 financial targets.

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    John Byun's questions to Upwork Inc (UPWK) leadership

    John Byun's questions to Upwork Inc (UPWK) leadership • Q2 2025

    Question

    John Byun, on for Brent Thill, requested further clarification on the Bubtea and Ascend acquisitions, asking about their distinction from the core marketplace, client migration paths, revenue recognition for large contracts, and their margin profile.

    Answer

    President and CEO Hayden Brown clarified that the acquisitions target large enterprises with complex needs distinct from the SMB focus of Marketplace and Business Plus, and a clear upgrade path will exist. CFO Erica Gessert stated that revenue will be recognized as work is performed, contracts will likely be gross revenue, and the company's 35% adjusted EBITDA margin target remains unchanged, with the new enterprise unit expected to be accretive by 2027.

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    John Byun's questions to Wix.Com Ltd (WIX) leadership

    John Byun's questions to Wix.Com Ltd (WIX) leadership • Q2 2025

    Question

    John Byun, on behalf of Brent Thill, asked for the specific drivers behind management's confidence in the sustainability of the new user cohort strength and questioned the materiality of recent targeted price increases for 2025 and beyond.

    Answer

    President & COO Nir Zohar expressed confidence in cohort strength due to its continuation from Q2 into July, attributing it to fundamental brand strength and demand rather than temporary factors. He also clarified that the price increases are not material, were part of the original 2025 plan to remediate pricing disparities, and were already factored into the initial guidance.

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