Earnings summaries and quarterly performance for GoDaddy.
Executive leadership at GoDaddy.
Board of directors at GoDaddy.
Research analysts who have asked questions during GoDaddy earnings calls.
Naved Khan
B. Riley Securities
6 questions for GDDY
Also covers: ABNB, ACVA, BKNG +14 more
TY
Trevor Young
Barclays
6 questions for GDDY
Also covers: ABNB, ALV, BKNG +14 more
VK
Vikram Kesavabhotla
Robert W. Baird & Co.
6 questions for GDDY
Also covers: DLB, DOCS, RCM +3 more
Josh Beck
Raymond James
4 questions for GDDY
Also covers: ACVA, CART, DASH +6 more
MZ
Mark Zgutowicz
The Benchmark Company
4 questions for GDDY
Also covers: CART, CRTO, DASH +7 more
SB
Sang-Jin Byun
Jefferies
4 questions for GDDY
Also covers: LZ, UPWK, WIX
Ygal Arounian
Citigroup
4 questions for GDDY
Also covers: ANGI, BARK, BMBL +13 more
Brad Erickson
RBC Capital Markets
3 questions for GDDY
Also covers: ANGI, CARG, CVNA +9 more
EE
Elizabeth Elliott
Morgan Stanley
3 questions for GDDY
Also covers: ADSK, AMPL, CXM +8 more
HW
Hoi-Fung Wong
Oppenheimer & Co. Inc.
3 questions for GDDY
Also covers: ADSK, BILL, GWRE +7 more
KW
Ken Wong
Oppenheimer & Co. Inc.
3 questions for GDDY
Also covers: ADSK, ALTR, CMRC +10 more
AB
Alec Brondolo
Wells Fargo
2 questions for GDDY
Also covers: APP, COMP, CRTO +6 more
AG
Alexei Gogolev
JPMorgan Chase & Co.
2 questions for GDDY
Also covers: ADSK, ALKT, BABA +17 more
Arjun Bhatia
William Blair
2 questions for GDDY
Also covers: AMPL, BAND, BRZE +21 more
CZ
Chao Zhang
Barclays
2 questions for GDDY
Also covers: GLBE, IMXI
ES
Eleanor Smith
JPMorgan Chase & Co.
2 questions for GDDY
Also covers: CWAN, IOT, LZ +1 more
JM
James Michael
Citi
2 questions for GDDY
Also covers: IBTA
RC
Robert Coolbrith
Evercore ISI
2 questions for GDDY
Also covers: APP, BMBL, CDLX +10 more
WM
Willow Miller
William Blair & Company, L.L.C.
2 questions for GDDY
Also covers: AMPL, BRZE, CXM +3 more
Aaron Kessler
Seaport Research Partners
1 question for GDDY
Also covers: DUOL, HIMS
AL
Alex Lavigne
The Benchmark Company, LLC
1 question for GDDY
Also covers: GETY, RAMP
Christopher Kuntarich
UBS
1 question for GDDY
Also covers: APP, COMP, DSP +6 more
CJ
Clarke Jeffries
Piper Sandler & Co.
1 question for GDDY
Also covers: AVAV, AVDX, AZPN +12 more
Deepak Mathivanan
Cantor Fitzgerald
1 question for GDDY
Also covers: ABNB, CART, DASH +9 more
EP
Elizabeth Porter
Morgan Stanley
1 question for GDDY
Also covers: ADSK, AMPL, CXM +13 more
E
Ella
JPMorgan Chase & Co.
1 question for GDDY
JB
John Byun
Jefferies Financial Group Inc.
1 question for GDDY
Also covers: LZ, UPWK, WIX
KK
Katie Kaiser
Morgan Stanley
1 question for GDDY
Recent press releases and 8-K filings for GDDY.
GoDaddy reports Q4 2025 earnings and 2026 guidance
GDDY
Earnings
Guidance Update
Product Launch
- Q4 2025 revenue grew 7% to $1.3 billion, normalized EBITDA increased 12% to $431 million (34% margin, +160 bps), and free cash flow rose 8% to $370 million.
- FY 2025 revenue was approximately $5 billion (8% YoY), normalized EBITDA reached $1.6 billion (32% margin), and free cash flow was $1.6 billion (19% growth).
- 2026 outlook: revenue of $5.195–5.275 billion (~6% growth), normalized EBITDA margin above 33%, and free cash flow of $1.8 billion with >1:1 conversion.
- Advanced AI strategy by launching Airo.ai beta with 25 live agents and introduced Agent Name Service (ANS) in partnership with MuleSoft for verifiable agent identities.
- Rolled out a promotional .com one-year domain offer to boost new customer acquisition, which increased volume but reduced initial bookings; the funnel and term mix are being optimized for long-term value.
3 days ago
GoDaddy reports Q4 2025 results
GDDY
Earnings
Guidance Update
Product Launch
- GoDaddy delivered 7% revenue growth in Q4 to $1.3 billion, with Normalized EBITDA up 12% to $431 million (34% margin) and 8% free cash flow growth to $370 million.
- For full-year 2025, revenue rose 8% to $5.0 billion, Normalized EBITDA grew 14% to $1.6 billion (32% margin), and free cash flow increased 19% to $1.6 billion, while net leverage stood at 1.6x and $1.6 billion was spent on share repurchases.
- 2026 guidance calls for $5.195–5.275 billion in revenue (+6%), >33% Normalized EBITDA margin, and ~$1.8 billion free cash flow; Q1 revenue of $1.25–1.27 billion (+6%) and 32% EBITDA margin.
- AI initiatives advanced with Airo.ai beta (25 live agents), an internal AI sales agent, and the Agent Name Service integration with MuleSoft, alongside a new AI-powered website builder for Websites + Marketing.
- Go-to-market evolution introduced a promotional one-year .com offering to expand the top of funnel, driving subscription unit growth but creating near-term bookings headwinds expected to normalize through 2026.
3 days ago
GoDaddy reports Q4 and FY2025 results
GDDY
Earnings
Guidance Update
Product Launch
- Q4 revenue of $1.3 billion (up 7% YoY) with Normalized EBITDA of $431 million (34% margin, +160 bps) and free cash flow of $370 million (+8%).
- Full year 2025 revenue of $5.0 billion (+8% YoY), Normalized EBITDA of $1.6 billion (32% margin, +150 bps), and free cash flow of $1.6 billion (+19%).
- Returned 100% of free cash flow via repurchases of 10.2 million shares for $1.6 billion; year-end liquidity of $2.1 billion and net leverage of 1.6×.
- 2026 guidance calls for revenue of $5.195 billion–$5.275 billion (≈6% growth at midpoint), Normalized EBITDA margin >33%, and free cash flow of $1.8 billion; Q1 revenue of $1.25 billion–$1.27 billion at ~32% EBITDA margin.
- Launched Airo.ai in beta with 25 live agents, aiming to drive AI-native small-business experiences and monetize through growing adoption.
3 days ago
GoDaddy reports Q4 and FY 2025 results
GDDY
Earnings
Guidance Update
- Full-year 2025 revenue reached $5.0 billion, up 8% YoY; operating income was $1.1 billion (23% margin); net income totaled $875 million; free cash flow was $1.6 billion.
- Q4 2025 revenue was $1.3 billion, up 7% YoY; operating income was $317 million (25% margin); net income amounted to $245.1 million; free cash flow was $370.3 million.
- For FY 2026, GoDaddy targets $5.195–5.275 billion in revenue (+6% YoY at midpoint), a NEBITDA margin of over 33%, and free cash flow of about $1.8 billion.
3 days ago
D3 Global appoints Bob Mountain as Chief Commercial & Revenue Officer
GDDY
Hiring
Management Change
- D3 Global named Bob Mountain as Chief Commercial & Revenue Officer to lead business development, sales, partnerships, and operations.
- Mountain brings nearly 20 years of domain industry experience, having served as VP of Global Strategic Partnerships at GoDaddy and Chief Revenue Officer at Afternic.com.
- D3’s Doma Protocol mainnet, launched in November 2025, has onboarded registrar partnerships representing 30 million domains and distribution channels reaching 150 million Web3 users across Base and Solana.
- Since mainnet launch, D3 has issued tokens for 35 + premium domains, generating 1.2 million transactions and $27 million in trading volume, underscoring strong market demand.
Jan 29, 2026, 2:03 PM
GoDaddy presents at Barclays 23rd Annual Global Technology Conference
GDDY
Product Launch
Share Buyback
Revenue Acceleration/Inflection
- GoDaddy launched Airo.AI, its new agentic AI surface in beta, expanding from five to over two dozen agents to deliver outcome-driven “business-in-a-box” solutions for microbusinesses.
- Unveiled Agent Name Service (ANS) to register, validate and secure interactions between AI agents, extending DNS infrastructure and leveraging GoDaddy’s certificate trust roots for an open-internet standard.
- Emphasized monetization via higher average order sizes, premium subscriptions and strategic paywalls, with free cash flow per share as the North Star informed by two years of AI integration.
- Reported sequentially positive customer growth, driven by strong top-of-funnel traffic, increased $500+ customer cohorts, and resilient SMB demand evidenced by upbeat survey optimism and near-perfect retention.
Dec 11, 2025, 5:15 PM
GoDaddy outlines Airo.AI launch and AI trust protocol
GDDY
Product Launch
Share Buyback
- GoDaddy launched Airo.AI, a new agentic AI surface in beta featuring over two dozen agents tailored to different SMB personas, attracting natural traffic without paid promotion.
- Introduced Agent Name Service (ANS), an open‐standard extension of DNS to register and authenticate AI agents, enabling secure agent-to-agent collaboration beyond GoDaddy’s platform.
- Achieved sequentially positive customer growth, driven by strong top-of-funnel demand, higher-intent sign-ups, and increased attach rates, while SMB customers remain optimistic about their business prospects.
- Maintains a disciplined capital allocation strategy prioritizing free cash flow, with ongoing share repurchases and M&A opportunities evaluated against strategic and integration criteria.
Dec 11, 2025, 5:15 PM
GoDaddy outlines AI strategy and agentic platform
GDDY
Product Launch
- Three AI pillars: Airo consumer-facing agentic platform; internal AI-driven development writing 46% of all code in October; and Agent Name Service (ANS) to create an open agent ecosystem.
- Co-Founder Agent launching within two weeks to provide market analysis, business plans, and end-to-end setup (domains, websites, logos) for SMBs.
- Airo.ai drawing a distinct technical SMB cohort (e.g., sites in Arabic), demonstrating incremental customer segments and market potential.
- Rapid agent rollout: Expanded from 6 to 11 agents within 2.5 weeks, targeting 22 agents in one month under Airo Plus, focusing on seamless experiences before marketing investments.
Nov 18, 2025, 6:20 PM
GoDaddy outlines three-pronged AI strategy and Airo Plus agent rollout
GDDY
Product Launch
- GoDaddy's AI strategy comprises three pillars: Airo, an agentic consumer platform; internal AI, with 46% of code written by AI as of October 2025; and ANS, an open Agentic Name Service for decentralized agents.
- GoDaddy will launch a Co-Founder Agent within two weeks to generate end-to-end business plans and autonomously execute tasks like website, domain, and branding creation under the Airo Plus bundle.
- Airo.ai has organically attracted a distinct, more technical customer cohort, with use cases such as full Arabic right-to-left e-commerce site creation, indicating it reaches new segments beyond GoDaddy.com.
- The rollout includes an initial six agents announced on October 30, scaling to 22 agents by late November, focusing on seamless end-to-end experiences and high-quality telemetry-driven signal collection for value-based pricing.
- GoDaddy emphasizes its data advantage, proprietary SSL, domain, and hosting infrastructure, and plans to enable third-party agents via ANS to expand agentic technology adoption on an open internet.
Nov 18, 2025, 6:20 PM
GoDaddy outlines AI strategy and product roadmap at RBC conference
GDDY
Product Launch
New Projects/Investments
- GoDaddy detailed its three AI pillars: consumer-facing Airo (now agentic via Airo.ai), internal AI-driven development (46% of code AI-written), and the open-agent standard Agentic Name Service (ANS).
- A Co-Founder Agent will launch within two weeks to automate business ideation, competitive analysis, pricing strategy, and full online presence creation, all bundled under Airo Plus.
- Since announcing on October 30, GoDaddy has deployed 6 agents and plans to expand to 22 end-to-end agents within a month, prioritizing seamless user experiences before scaling marketing efforts.
- AI-driven offerings on Airo.ai are being experimented with as incremental pay-wall features, with learnings funneled into GoDaddy.com’s value-based pricing and bundling framework.
Nov 18, 2025, 6:20 PM
Quarterly earnings call transcripts for GoDaddy.
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