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    Vikram Kesavabhotla • Robert W. Baird & Co.

    Vikram Kesavabhotla's questions to GoDaddy Inc (GDDY) leadership

    Vikram Kesavabhotla's questions to GoDaddy Inc (GDDY) leadership • Q2 2025

    Question

    Vikram Kesavabhotla asked for the rollout timeline and initial feedback for the 'Ask Arrow' agentic tool, and requested more specific timing on the expected return to total customer growth.

    Answer

    CEO Aman Bhutani revealed that 'Ask Arrow' is already being tested on the site with positive user interaction, with more agentic capabilities to be added over the next quarter. CFO Mark McCaffrey reiterated the focus on high-intent customers and noted positive signals in customer count over the last two months, but did not provide a specific quarter for the return to overall growth, citing residual pressure from migrations.

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    Vikram Kesavabhotla's questions to GoDaddy Inc (GDDY) leadership • Q1 2025

    Question

    Vikram Kesavabhotla asked for more detail on the vision for Agentic AI within Airo and for specifics on where the pricing and bundling initiative is seeing the most success, given it delivered ahead of expectations.

    Answer

    CEO Aman Bhutani explained that Agentic AI represents the next evolution for Airo, moving beyond deterministic automation to deploy personalized agents that can perform complex jobs across multiple products on a customer's behalf. On pricing and bundling, he stated the multiyear initiative is performing well, with ongoing tests of new bundles, including third-party products, setting the stage for future growth by enhancing the value of GoDaddy's one-stop-shop solution.

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    Vikram Kesavabhotla's questions to GoDaddy Inc (GDDY) leadership • Q4 2024

    Question

    Vikram Kesavabhotla asked for more details on GoDaddy's 2025 pricing and bundling strategy, its focus on presence and hosting products, and the drivers for the expected return to customer growth.

    Answer

    CEO Aman Bhutani explained the strategy is evolving from a product-centric view to a customer cohort-based approach, starting with the hosting business, and has a material target for 2025. CFO Mark McCaffrey added that customer growth will be driven by a focus on high-value customers as headwinds from divestitures and the end of deep discounting abate.

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    Vikram Kesavabhotla's questions to GoDaddy Inc (GDDY) leadership • Q3 2024

    Question

    Vikram Kesavabhotla inquired about the outlook for Applications & Commerce (A&C) bookings growth in Q4 and the relationship between strong bookings and future revenue, questioning if the segment's long-term growth targets are now conservative.

    Answer

    CFO Mark McCaffrey acknowledged that accelerating bookings are a tailwind for revenue but highlighted that the conversion timing is complex due to varied product terms. He affirmed the company's comfort with its long-term 6-8% overall growth target, noting that A&C strength is expected to drive total bookings growth about two points ahead of revenue for the full year.

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    Vikram Kesavabhotla's questions to Doximity Inc (DOCS) leadership

    Vikram Kesavabhotla's questions to Doximity Inc (DOCS) leadership • Q3 2025

    Question

    Vikram Kesavabhotla asked if the current 5-7% industry growth rate is the 'new normal' for pharma digital marketing, or if it could accelerate, and what customers would need to see for that to happen.

    Answer

    CFO Anna Bryson explained that while an acceleration is possible because pharma's digital spend (30-35%) is still heavily under-indexed compared to other industries (70%+), they are not seeing it happen yet due to generalized macro uncertainty. She stated that the timing for a potential re-acceleration is unknown.

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