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.
Josh Beck
Raymond James
4 questions for GDDY
Also covers: ACVA, LZ, MELI +3 more
Naved Khan
B. Riley Securities
4 questions for GDDY
Also covers: ABNB, ACVA, BKNG +13 more
TY
Trevor Young
Barclays
4 questions for GDDY
Also covers: ABNB, ALV, BKNG +13 more
VK
Vikram Kesavabhotla
Robert W. Baird & Co.
4 questions for GDDY
Also covers: DLB, DOCS, RCM +1 more
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: CVNA, FVRR, JMIA +7 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
AB
Alec Brondolo
Wells Fargo
2 questions for GDDY
Also covers: APP, COMP, CRTO +5 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
MZ
Mark Zgutowicz
The Benchmark Company
2 questions for GDDY
Also covers: CART, CRTO, DASH +7 more
RC
Robert Coolbrith
Evercore ISI
2 questions for GDDY
Also covers: BMBL, CDLX, ETSY +8 more
SB
Sang-Jin Byun
Jefferies
2 questions for GDDY
Also covers: LZ, UPWK, WIX
WM
Willow Miller
William Blair & Company, L.L.C.
2 questions for GDDY
Also covers: AMPL, BRZE, CXM +2 more
Aaron Kessler
Seaport Research Partners
1 question for GDDY
Also covers: DUOL, HIMS
AG
Alexei Gogolev
JPMorgan Chase & Co.
1 question for GDDY
Also covers: ALKT, BABA, BSY +14 more
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 +10 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 +12 more
JB
John Byun
Jefferies Financial Group Inc.
1 question for GDDY
Also covers: UPWK, WIX
KW
Ken Wong
Oppenheimer & Co. Inc.
1 question for GDDY
Also covers: ADSK, ALTR, GWRE +9 more
Recent press releases and 8-K filings for GDDY.
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
GoDaddy launches Agentic AI Airo.ai
GDDY
Product Launch
- GoDaddy launched Airo.ai, a Beta agentic AI platform that converts simple conversations into completed small-business tasks, from domain registration to site publishing.
- At launch, Airo.ai includes six specialized agents—Airo Agent, App Builder, Compliance, Domain Search & Registration, Website Builder and Logo Agent—to orchestrate end-to-end workflows.
- Built on an extensible agent framework and GoDaddy’s proprietary data, Airo.ai automates actions in minutes, leveraging real-time goal evaluation and specialized task delegation.
- GoDaddy will roll out dozens more agents and ship weekly capability updates to meet evolving small-business needs.
Nov 13, 2025, 6:51 PM
GoDaddy reports strong Q3 2025 results and raises guidance
GDDY
Earnings
Guidance Update
Product Launch
- GoDaddy posted 10% revenue growth to $1.3 B, with ANC revenue up 14% to $481 M and core platform revenue up 8% to $784 M; normalized EBITDA margin was 32% ($409 M) and free cash flow grew 21% to $440 M.
- The company repurchased 9 M shares for $1.4 B year-to-date and ended Q3 with $924 M in cash, $1.9 B total liquidity, and net debt of $2.9 B (1.7× leverage).
- Full-year 2025 revenue guidance was raised to $4.93–4.95 B (≈8% growth), reflecting broad-based demand across both domain and subscription businesses.
- GoDaddy advanced its AI strategy by launching the Aero.ai beta with five new agentic AI tools, evolving AeroPlus for monetization, and introducing the Agent Name Service (ANS) as an open standard for AI agent identity.
- Internal AI adoption drives efficiency gains: over 45% of code is now AI-generated (targeting 70% by year-end), accelerating product cycle times and supporting leaner operations.
Oct 30, 2025, 9:00 PM
GoDaddy reports Q3 2025 results
GDDY
Earnings
Guidance Update
- Q3 2025 revenue was $1.265 B, up 10% YoY, with Applications & Commerce at $481 M (+14%) and Core Platform at $784 M (+8%).
- Normalized EBITDA margin increased to 32.3% (vs 31.9%) and free cash flow reached $440 M, up 21% YoY.
- Leverage ratio remained at 1.7× and net debt was $2,911.7 M as of September 30, 2025.
- Q4 2025 revenue is guided to $1.255 B–$1.275 B; full-year 2025 revenue of $4.93 B–$4.95 B, NEBITDA margin ~32%, and free cash flow of ~$1.6 B.
Oct 30, 2025, 9:00 PM
GoDaddy reports Q3 2025 results
GDDY
Earnings
Product Launch
- Total revenue of $1.3 billion (+10% YoY) and total bookings of $1.4 billion (+9% YoY), with Applications & Commerce at $481.0 million (+14%) and Core Platform at $784.3 million (+8%).
- Operating income of $296.7 million (+17% YoY; 23% margin), net income of $210.5 million (+10% YoY), and NEBITDA of $408.6 million (+11%; 32% margin).
- Net cash from operations of $444.2 million (+25% YoY) and free cash flow of $440.5 million (+21% YoY).
- Advanced its AI offerings: evolved Airo to an agentic AI platform with five new agents and launched the Agent Name Service protocol for AI agents.
Oct 30, 2025, 8:11 PM
GoDaddy highlights AI-driven growth and bundling strategy at Citi TMT Conference
GDDY
Product Launch
New Projects/Investments
- 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.
Sep 3, 2025, 1:56 PM
Quarterly earnings call transcripts for GoDaddy.
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