📈 Price History

Ratio Health

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— Good

— Average

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📊 Sector Averages

About

GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding GDDY

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Manager	Shares	Value	% of Fund	Period
Jim Simons Renaissance Technologies LLC	553.3K	$45.7M	0.07%	Mar 2026
Steve Cohen Point72 Asset Management	48.3K	$4.0M	0.01%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management repeatedly used phrases like 'strong results', 'disciplined execution', 'confident', 'momentum', and 'delivered strong results' to convey certainty. They provided specific figures (e.g., ANC bookings growth 12%, normalized EBITDA margin expanded 200 bps, free cash flow up 21%) and concrete updates on initiatives (Ask Aero testing, Rate Saver results). No defensive or evasive language detected.

Q3 2025

Confident Specific

Management used precise metrics (10% revenue growth, 14% ANC bookings growth, 45% AI-generated code, 90% in new apps) and repeatedly emphasized 'strong financial results', 'raising full year revenue guidance', and 'over delivering on North Star' without hedging or defensiveness.

Q4 2025

Confident Specific

Management consistently provided detailed metrics (e.g., '30% lift in attach', 'Airo cohorts cumulative spend high teens') and transparently quantified headwinds (e.g., '200 bps cumulative impact from .co, aftermarket, and go-to-market evolution'). The tone was assured without being evasive.

Q1 2026 latest

Confident Specific

Management uses precise metrics (e.g., '$10 million-plus annualized bookings run rate', '210 basis points of margin expansion', '15% free cash flow growth') and repeatedly emphasizes 'durable growth', 'strong early adoption', and 'disciplined execution'. Language is forward-leaning without hedging, e.g., 'we are confident', 'we are making strong progress'.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears unchanged and may be strengthening due to early AI product traction (Airo AI Builder reaching $10M+ run rate in weeks) and continued financial discipline (margin expansion, free cash flow growth). However, the company remains in early innings of AI monetization, and management was deliberately vague on unit economics and product-level attach rates. Key watch items for next quarter: (1) the pace of Airo AI Builder scale-up as marketing spend increases, (2) progress on ANS partnerships and agent ecosystem adoption, (3) any change in the revenue growth trajectory following the promotional offer's refinement, and (4) further AI-driven cost efficiencies in care and development. The reaffirmation of full-year guidance provides stability, but sustained upside will depend on converting early adoption into durable revenue growth.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED GoDaddy Q1 2026: $1.3B revenue, 33% normalized EBITDA margin, A&C segment 12% growth.

Revenue & Profitability

Revenue was $1.3 billion, up 6% year-over-year. Normalized EBITDA was $414 million, up 13%, with a margin of 33% (expansion of 210 basis points). Free cash flow was $474 million, up 15%. ARR was $4.3 billion, up 6%. A&C ARR grew 10%. Total bookings were $1.5 billion, up 3%. The company repurchased 3 million shares for $280 million, ending with 133 million fully diluted shares outstanding. Net debt was $2.6 billion, with net leverage of 1.4x.

Outlook

Management sees a large market opportunity in serving micro-business entrepreneurs. They believe AI-driven innovation is accelerating customer expectations for speed and simplicity. The company reaffirmed full-year 2026 revenue guidance of $5.195 billion to $5.275 billion (6% growth at midpoint). They expect A&C revenue to remain in low double digits and Core Platform in low single digits. Normalized EBITDA margin is expected to be over 33% for the full year, with free cash flow of approximately $1.8 billion. Bookings growth is expected to be at or above revenue growth for the remainder of the year.

Growth Drivers

Key growth levers include AI-native products: Airo AI Builder, which reached a $10 million-plus annualized bookings run rate within weeks of beta launch; the upgrade of Websites + Marketing with AI capabilities; and Airo Care, which improved resolution rates by 50% in tests and equalized performance between English and non-English markets (over 150% improvement in non-English). Pricing and bundling drove ARPU growth of 9% to $246. A new promotional offer accelerated new domain registrations by 6% and attracted over 100,000 net new customers. International revenue grew 7% to $416 million.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

Normalized EBITDA margin expanded 210 basis points to 33% in Q1, driven by operational execution, AI-driven efficiencies, and favorable product mix. For Q2, the company projects a normalized EBITDA margin of approximately 33%, and reaffirms full-year margin guidance of over 33%. Free cash flow conversion from normalized EBITDA remains greater than 1:1. The A&C segment margin improved 110 basis points to 45%, and Core Platform margin improved 150 basis points to 33%.

Key Risks

Risks discussed include the dynamic AI environment and rising customer expectations. The promotional offer introduced in prior quarters had a peak impact in Q1, subtracting a few points from bookings growth. The expiration of the .co registry contract and high-value aftermarket transactions also weighed on growth. A lower-value product retirement partially offset customer adds but did not materially affect bookings. Traffic from search was impacted by AI-mode interfaces, though conversion improvements offset the effect.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-07-30

Airo's rapid adoption drove a 5x increase in bookings run rate to $50 million, with strong organic growth and high customer satisfaction. Q2 revenue rose 7% to $1.3 billion, Normalized EBITDA margin expanded to 33.4%, and free cash flow reached $443 million. Guidance for 2026 was reaffirmed, with continued disciplined capital allocation and a focus on AI-driven transformation.

Q1 2026 Q1 2026 2026-04-30

Revenue and free cash flow grew 6% and 15% year-over-year, respectively, with strong margin expansion and rapid adoption of AI-native products. Guidance for 2026 is reaffirmed, and disciplined capital allocation continues to prioritize share repurchases.

Q4 2025 Q4 2025 2026-02-24

Revenue and bookings grew 7% in Q4, with full-year revenue up 8% and free cash flow up 19%. AI-driven products and operational efficiencies expanded margins, while a new go-to-market approach increased customer acquisition but reduced near-term bookings. 2026 guidance calls for 6% revenue growth and margin expansion.

Q3 2025 Q3 2025 2025-10-30

Q3 revenue grew 10% year-over-year to $1.3B, with ANC revenue up 14% and normalized EBITDA margin at 32%. Full-year guidance was raised to 8% growth, driven by strong customer engagement, AI innovation, and high-value transactions.

Q2 2025 Q2 2025 2025-08-07

Q2 saw 8% revenue growth and 21% free cash flow growth, with raised FY25 guidance and strong momentum in high-value customer cohorts driven by Aero AI. Segment margins expanded, and strategic initiatives in AI, pricing, and bundling are fueling sustainable growth.

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