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GoDaddy Inc. is a global leader in providing a comprehensive suite of easy-to-use products and personalized guidance for entrepreneurs, serving as a one-stop shop solution . The company operates through two main segments: Applications and Commerce (A&C) and Core Platform (Core) . GoDaddy sells proprietary software products, including website building and commerce solutions, as well as domain registration, hosting, and security products .
- Core Platform (Core) - Offers domain registrations and renewals, aftermarket domain sales, website hosting products, and website security products.
- Applications and Commerce (A&C) - Includes sales of proprietary software products such as website building products, commerce products, and third-party email and productivity solutions.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Aman Bhutani Executive | Chief Executive Officer | Director at The New York Times Company | CEO of GoDaddy since September 2019, with over 20 years of experience in technical, management, and leadership roles, focusing on innovation and global growth. | View Report → |
Jared Sine Executive | Chief Strategy & Legal Officer | None | Joined GoDaddy in March 2024, previously Chief Business Affairs & Legal Officer at Match Group, where he led major transactions like the $20 billion separation from IAC. | |
Mark McCaffrey Executive | Chief Financial Officer | None | CFO of GoDaddy since June 2021, previously spent over 20 years at PwC in leadership roles, including US TMT Sector Leader and Global Software Industry Leader. | |
Phontip Palitwanon Executive | Chief Accounting Officer | None | CAO of GoDaddy since November 2024, with nine years at GoDaddy in finance leadership roles, including VP of Finance and Corporate Controller. | |
Roger Chen Executive | Chief Operating Officer | None | COO of GoDaddy since January 2022, previously held leadership roles within GoDaddy, including President of Domain Registrars and Investors Business and SVP for the Asia Pacific region [N/A]. | |
Brian Sharples Board | Chair of the Board | Director at Ally Financial Inc. | Chair of GoDaddy's Board since September 2022, co-founder and former CEO of HomeAway, Inc., with extensive experience in technology and e-commerce. | |
Caroline Donahue Board | Director | Director at Experian plc and Versapay Corporation | Director at GoDaddy since July 2018, with expertise in international markets, consumer sales, marketing, and innovation. | |
Graham Smith Board | Director | Director at Axon Enterprise, Inc. and Procore Technologies, Inc. | Director at GoDaddy since June 2024, former CFO of Salesforce, with extensive financial leadership experience and board roles at multiple companies. | |
Leah Sweet Board | Director | Director at BMC Technologies and Versapay Corporation | Director at GoDaddy since February 2020, with senior executive experience in fintech and financial services, including leadership roles at PayPal and American Express. | |
Mark Garrett Board | Director | Director at Snowflake Inc. and Cisco Systems, Inc.; Senior Advisor at Permira | Director at GoDaddy since 2018, former CFO of Adobe Systems, with expertise in financial leadership and guiding companies through strategic transitions. | |
Sigal Zarmi Board | Director | Director at ADT Inc., HashiCorp, Inc., Global Atlantic Financial Group, BigID | Director at GoDaddy since January 2023, with expertise in strategic planning, operational risk management, and cybersecurity, and former CIO roles at Morgan Stanley and PwC. | |
Srini Tallapragada Board | Director | President and Chief Engineering Officer at Salesforce, Inc. | Director at GoDaddy since January 2023, with extensive technology expertise and leadership experience at Salesforce, Oracle, and SAP Labs. |
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Given the unpredictability of large transactions in the aftermarket business and your prudent approach to guidance, what specific strategies are you implementing to drive consistent growth and reduce volatility in this segment?
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With your expansion into payments and commerce through new SaaS plans offering discounted transaction fees, how do you plan to maintain margins while competing with established players, and what risks do you foresee in potential margin compression as you scale this business?
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Despite overperformance in Q2 margins, your guidance indicates margin compression in Q3; can you elaborate on the factors contributing to this projection and how confident you are in achieving the 31% normalized EBITDA margin in Q4?
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Considering your largest markets are English-speaking countries, what specific initiatives are you undertaking to accelerate growth in non-English-speaking markets, and how will you address the unique challenges these markets present?
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As you aim to bundle products over the next 2-3 years to enhance customer value, can you provide more details on how you plan to execute this strategy without overwhelming customers, and what metrics will you use to measure its success?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Newfold Digital | Competes in the Core Platform products and services market, which includes domain registration services, web-hosting solutions, and website creation and management solutions. |
Namecheap | Competes in the Core Platform products and services market, offering domain registration and related services. |
Operates in the Core Platform products and services market, providing domain registration and other related services. | |
Dynadot | A competitor in the Core Platform products and services market, focusing on domain registration and management. |
GMO | Competes in the Core Platform products and services market, offering domain registration and related services. |
Competes in the Core Platform products and services market and disrupts the market by offering domains at wholesale cost. | |
Let's Encrypt | Offers security certificates at no cost, competing in the Core Platform products and services market. |
SEDO | A competitor in the Core Platform products and services market, focusing on domain-related services. |
Comodo | Competes in the Core Platform products and services market, offering online security solutions. |
Hostinger | Operates in the Core Platform products and services market, providing web-hosting solutions. |
Identity Digital | Competes in the Core Platform products and services market, focusing on domain registration and management. |
Competes in the Applications and Commerce (A&C) products and services market, focusing on e-commerce enablement. | |
Block | Operates in the A&C products and services market, providing payment facilitation solutions. |
A competitor in the A&C products and services market, focusing on e-commerce enablement. | |
Stripe | Competes in the A&C products and services market, offering payment facilitation solutions. |
Operates in the A&C products and services market, providing payment facilitation solutions. | |
Liquid Web | Competes in the A&C products and services market, offering hosting and related solutions. |
SiteGround | A competitor in the A&C products and services market, focusing on hosting solutions. |
WP Engine | Operates in the A&C products and services market, providing WordPress hosting solutions. |
Zoho | Competes in the A&C products and services market, offering productivity tools and business solutions. |
Mindbody | A competitor in the A&C products and services market, focusing on business management solutions. |
Operates in the A&C products and services market, providing business management solutions. | |
Competes in the A&C products and services market, offering marketing and business solutions. | |
OpenTable | A competitor in the A&C products and services market, focusing on marketing and business solutions. |
TikTok | Operates in the A&C products and services market, providing marketing solutions. |
Competes in the A&C products and services market, offering marketing solutions. | |
A competitor in the A&C products and services market, focusing on marketing solutions. | |
Competes in both Core Platform and A&C products and services markets, offering website creation and management solutions. | |
Squarespace | Operates in both Core Platform and A&C products and services markets, providing website creation and management solutions. |
Automattic | A competitor in both Core Platform and A&C products and services markets, focusing on website creation and management solutions. |
Ionos | Competes in both Core Platform and A&C products and services markets, offering hosting and related solutions. |
Operates in both Core Platform and A&C products and services markets, providing a wide range of solutions including cloud computing and marketing. | |
A competitor in both Core Platform and A&C products and services markets, offering cloud computing and e-commerce solutions. | |
Competes in both Core Platform and A&C products and services markets, providing productivity tools and cloud computing solutions. | |
Operates in both Core Platform and A&C products and services markets, offering e-commerce and cloud computing solutions. | |
Tencent | A competitor in both Core Platform and A&C products and services markets, focusing on cloud computing and marketing solutions. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Unnamed acquisition (cash deal) | 2022 | Completed in July 2022 with a cash deal of $71.4 million, where the purchase price was allocated to $56.3 million in goodwill, $17.6 million in finite-lived intangibles (with a 3.3-year weighted-average amortization period) and $4.3 million in net liabilities assumed; the acquisition was driven by strategic benefits to enhance offerings but not material to results. |
Unnamed acquisition (net cash deal) | 2022 | Completed in July 2022 with a net cash consideration of $69.6 million, reflecting a similar allocation of $56.3 million to goodwill, $17.6 million to intangibles (amortized over 3.3 years) and $4.3 million in net liabilities assumed; adjustments during a measurement period of up to one year ensure final fair value determination, supporting strategic benefits. |
Recent developments and announcements about GDDY.
Earnings
New Earnings (Q4 2024)
·Feb 14, 2025, 9:16 AMView full earnings summary →GoDaddy Q4: Bookings outpace revenue into 2025; GPV hits $2.6B (+mid-50%). Airo drives 50% of new sites, fueling early monetization. While aftermarket domain sales lag, pricing/bundling gains could boost traction and support a return to customer growth next year.