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.
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| 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?
Research analysts who have asked questions during GoDaddy earnings calls.
Josh Beck
Raymond James
4 questions for GDDY
Naved Khan
B. Riley Securities
4 questions for GDDY
Trevor Young
Barclays
4 questions for GDDY
Vikram Kesavabhotla
Robert W. Baird & Co.
4 questions for GDDY
Ygal Arounian
Citigroup
4 questions for GDDY
Elizabeth Elliott
Morgan Stanley
3 questions for GDDY
Hoi-Fung Wong
Oppenheimer & Co. Inc.
3 questions for GDDY
Alec Brondolo
Wells Fargo
2 questions for GDDY
Bradley Erickson
RBC Capital Markets
2 questions for GDDY
Chao Zhang
Barclays
2 questions for GDDY
Eleanor Smith
JPMorgan Chase & Co.
2 questions for GDDY
Mark Zgutowicz
The Benchmark Company
2 questions for GDDY
Robert Coolbrith
Evercore ISI
2 questions for GDDY
Sang-Jin Byun
Jefferies
2 questions for GDDY
Willow Miller
William Blair & Company, L.L.C.
2 questions for GDDY
Aaron Kessler
Seaport Research Partners
1 question for GDDY
Alexei Gogolev
JPMorgan Chase & Co.
1 question for GDDY
Alex Lavigne
The Benchmark Company, LLC
1 question for GDDY
Brad Erickson
RBC Capital Markets
1 question for GDDY
Christopher Kuntarich
UBS
1 question for GDDY
Clarke Jeffries
Piper Sandler & Co.
1 question for GDDY
Deepak Mathivanan
Cantor Fitzgerald
1 question for GDDY
Elizabeth Porter
Morgan Stanley
1 question for GDDY
John Byun
Jefferies Financial Group Inc.
1 question for GDDY
Ken Wong
Oppenheimer & Co. Inc.
1 question for GDDY
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 press releases and 8-K filings for GDDY.
- GoDaddy is advancing its GenAI platform, having introduced GoDaddy Airo nearly two years ago and preparing to launch Ask Airo, a conversational AI for predictive business insights, with testing yielding very positive feedback.
- Customers spending more than $500 annually increased by close to 20% in 2024 versus 2023, and this high-value cohort exhibits near-perfect retention; average revenue per user has grown from about $20 on domain registration to over $200.
- A cohort-based pricing and bundling strategy now contributes roughly 50% of Applications & Commerce growth through volume (attach/renewals) and 50% through pricing actions, enabling multi-cycle, data-driven experiments that compound over time.
- The company maintains a strong free cash flow focus, has retired over 25% of its shares in the past three years, operates with disciplined M&A criteria, and does not expect to pay U.S. cash taxes until around 2030.
- Bylaws and certificate amendments were approved effective June 2025, eliminating the classified board structure and discontinuing Class B common stock, which streamlines corporate governance.
- The annual meeting outcomes included the election of nine directors, an advisory vote on executive compensation, and ratification of Ernst & Young LLP as the independent auditor for 2025.
- Updated procedural guidelines for shareholder nominations and meeting conduct were confirmed, reinforcing robust governance practices.
- Marketing initiative: The company introduced a creative campaign featuring Walton Goggins and the “goggins goggles,” aimed at engaging new customers and reinforcing its brand as a one‐stop shop for entrepreneurs.
- Product innovation: Executives highlighted the rollout of AI-driven tools like Airo and Conversations that accelerate customer conversion from domain registration to website launch and boost retention through rapid multi-product engagement.
- Capital and growth focus: The call underscored strong capital discipline, with a focus on share buybacks and efficient operating margins, alongside growth in high-value customer segments and improved cash flow per share metrics.
- Strategic Priorities: The call emphasized a shift toward high-intent customers, achieving 6-8% revenue growth and expanding normalized EBITDA margins by 900 basis points over five years, alongside a 25% share buyback over the past four years.
- AI-Driven Product Innovation: GoDaddy launched its new Airo Plus SKU, priced at $5 per month, designed to enhance website, logo, and email services through its comprehensive technology stack.
- Payments and GPV Growth: The discussion highlighted steady growth in GPV via customer conversions to its payment platform and detailed a phased approach to transaction fee increases for competitive pricing and improved customer value.
- Q1 2025 revenue reached $1.2B (up 8% YoY) with total bookings of $1,417M .
- Profitability improved with NEBITDA of $364M (31% margin) and operating income of $247.3M (21% margin, up 40.6%) .
- Free cash flow rose by 26% to $411M .
- Strategic initiatives in pricing, bundling, and Airo (leveraging generative AI) drove ARPU to $225 and bolstered long-term growth .
- Active capital management: Completed a $767M repurchase (reducing fully diluted shares by over 25%) and launched a new $3B multi-year share buyback authorization through 2027 .
- Guidance for Q2 2025 forecasts revenue between $1.195B–$1.215B, with full-year 2025 revenue expected between $4.86B–$4.94B .