Katie Kaiser

Katie Kaiser asked about the long-term potential for GoDaddy's customer ARPU to inflect, specifically if the entire customer base could reach the $500+ annual spend sweet spot. She also inquired about any structural differences in capturing wallet share from the "different customer persona" (more sophisticated) potentially brought in by Airo.ai.

Answer

CEO Aman Bhutani noted that Airo.ai is revealing new interaction models and opportunities, such as privacy policy creation, which seamlessly fit into the chat interface, expanding the potential for a "one-stop shop." He affirmed the goal of having more customers reach the $500+ annual spend, as these high-intent customers demonstrate strong attach rates, near-perfect retention, and overall success. VP of Investor Relations Christie Masoner emphasized the durability of the model and the ability to cross-sell, driving compounding free cash flow.