GoDaddy (GDDY) 2025 Conference Summary Company Overview - **Company**: GoDaddy (GDDY) - **Event**: 2025 Conference - **Date**: May 29, 2025 Key Points Industry and Market Position - GoDaddy is positioning itself as a one-stop shop for entrepreneurs, moving beyond its traditional domain registration business to serve micro businesses and entrepreneurs more comprehensively [5][10][32] - The company has been in operation for 28 years and has observed resilience and optimism among its customer base, which includes small business owners and sole entrepreneurs [10][12] Marketing and Branding - GoDaddy's marketing team successfully engaged actor Walton Goggins for a promotional campaign, which has helped connect with a new audience [2][3][5] - The campaign was launched during the Super Bowl, coinciding with the season finale of "White Lotus," enhancing visibility and engagement [6][10] Customer Engagement and Product Offering - The average order size at initiation is increasing, indicating that customers are engaging with more products faster than before [11][12] - GoDaddy's Arrow platform, an AI-generated software, is designed to streamline the process for customers, allowing them to launch websites and manage social media responses efficiently [27][30][41] - The company has seen a 20% increase in customers spending over $500, with an average revenue per user (ARPU) of $225 [26][34] Financial Performance - GoDaddy has achieved a normalized EBITDA margin expansion of 900 basis points over five years and has been actively buying back shares [34][36] - The company reported a consistent retention rate above 85%, with higher retention rates observed when customers engage with multiple products [23][24][26] Innovation and Future Outlook - GoDaddy emphasizes the importance of innovation and understanding customer needs, which has led to the development of new tools like Arrow and Conversations [45][41] - The company is focused on maintaining a strong balance sheet while continuing to invest in innovation and customer service [36][48] - The applications and commerce segment is expected to grow from 30% to 40% of the business, contributing to higher profitability [53][56] Challenges and Considerations - Despite positive growth, there are concerns about macroeconomic factors and tariff uncertainties, although GoDaddy has not seen significant negative impacts on its business [9][17] - The company acknowledges the need for continuous improvement in margins and operational efficiency [49][52] Conclusion - GoDaddy is on a transformative journey to redefine its brand and expand its service offerings to better meet the needs of small businesses and entrepreneurs, while maintaining a focus on innovation and customer engagement [5][36][45]

TEMPE, Ariz., May 19, 2025 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) Chief Financial Officer Mark McCaffrey will present at the Jefferies 2025 Software & Internet Conference in Newport Beach, California on Thursday, May 29, 2025, at 11:00 a.m. ET / 8:00 a.m. PT.A live audio webcast and post-presentation audio replay of the event will be available on GoDaddy's investor relations website at https://investors.godaddy.net. About GoDaddyGoDaddy helps millions of entrepreneurs globally start, grow, and scale thei ...

New GoDaddy data reveals unexpected hotspots fueling the Unites States' entrepreneurial spiritTEMPE, Ariz., May 19, 2025 /PRNewswire/ -- GoDaddy (NYSE: GDDY) today revealed the United States' Most Entrepreneurial Cities of 2025. The rankings demonstrate both small and large cities are driving innovation, with unexpected underdogs emerging as entrepreneurial powerhouses alongside traditional business hubs. GoDaddy's Most Entrepreneurial Cities of 2025 ranking was determined following an analysis of citie ...

GoDaddy (GDDY) FY Conference Summary Company Overview - **Company**: GoDaddy (GDDY) - **Date of Conference**: May 13, 2025 - **Speaker**: Mark McCaffrey, CFO of GoDaddy Key Industry Insights - **Small Business Resilience**: Small and micro businesses remain optimistic about their future despite economic uncertainties, indicating a strong customer base for GoDaddy [4][5][6] - **E-commerce Trends**: The journey for entrepreneurs has diversified; customers now enter through various services like logo creation and website building, not just domain registration [13][14][15] Core Financial Metrics - **Revenue Growth**: GoDaddy is experiencing a revenue growth rate of 6% to 8% [8][60] - **Normalized EBITDA Margins**: Expanded by 900 basis points over five years [9] - **Free Cash Flow**: Targeting over $1.5 billion in free cash flow for the year, with a 20% CAGR projected through 2026 [64][78] Customer Strategy - **High Intent Customers**: Focus on acquiring high intent customers who spend over $500, increasing from 1.5 million to 1.8 million in 2023 [10][11] - **Retention Rates**: Retention improves significantly with the addition of products; 85% retention after the first product, increasing with subsequent products [45][62] Product and Technology Development - **Arrow Platform**: GoDaddy's AI-driven platform, Arrow, is designed to streamline the customer experience from domain registration to transaction [16][23][26] - **Conversations Tool**: An AI tool that enhances customer engagement for micro businesses, allowing them to respond to inquiries efficiently [30][34] Pricing and Bundling Strategy - **Cohort-Specific Bundles**: Transitioning from product-based to cohort-specific pricing strategies to enhance customer value and retention [42][43] - **Arrow Plus Pricing**: Launched at $5 per month, with ongoing experimentation to optimize pricing based on customer feedback [36][39] Competitive Landscape - **Market Position**: GoDaddy is the largest player in the domain space, with over 20% market share, and offers a comprehensive technology stack that few competitors can match [17][72] - **Focus on Micro Businesses**: The company targets micro businesses, emphasizing the value of a one-stop shop for their needs [73] Future Outlook - **M&A Opportunities**: Open to potential acquisitions that align with strategic goals and can be integrated into the existing technology stack [80][81] - **Long-term Growth**: The company aims for sustained growth through its current model, focusing on free cash flow and customer satisfaction [61][82] Additional Insights - **Employee Retention**: Consistent equity compensation strategy to attract and retain talent, maintaining a culture of innovation [76][77] - **Agility in Pricing**: Ability to adjust pricing strategies based on market conditions and customer feedback, ensuring competitiveness [52][58] This summary encapsulates the key points discussed during the GoDaddy FY Conference, highlighting the company's strategic focus, financial performance, and market positioning.

TEMPE, Ariz., May 5, 2025 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) Chief Financial Officer Mark McCaffrey will present at the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference in Boston, Massachusetts on Tuesday, May 13, 2025, at 10:10 a.m. ET / 7:10 a.m. PT.A live audio webcast and post-presentation audio replay of the event will be available on GoDaddy's investor relations website at https://investors.godaddy.net.About GoDaddyGoDaddy helps millions of entrepreneurs globally s ...

GoDaddy (GDDY) reported first-quarter 2025 earnings of $1.27 per share, which missed the Zacks Consensus Estimate by 5.93% but increased 17.6% on a year-over-year basis.GDDY generated revenues of $1.2 billion, surpassing the Zacks Consensus Estimate by 0.6%. Revenues increased 7.7% year over year on a reported and 8% on a constant-currency (cc) basis. Total customers at the end of the first quarter were 20,484, down 2.4% year over year.GDDY’s Quarterly PerformanceApplications and Commerce (A&C), comprising ...

For the quarter ended March 2025, GoDaddy (GDDY) reported revenue of $1.19 billion, up 7.7% over the same period last year. EPS came in at $1.27, compared to $1.08 in the year-ago quarter.The reported revenue represents a surprise of +0.60% over the Zacks Consensus Estimate of $1.19 billion. With the consensus EPS estimate being $1.35, the EPS surprise was -5.93%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-36904 GoDaddy Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of ...

GoDaddy (GDDY) came out with quarterly earnings of $1.27 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.93%. A quarter ago, it was expected that this cloud-based technology products developer would post earnings of $1.46 per share when it actually produced earnings of $1.42, delivering a surprise of -2.74%.Over the last f ...

GoDaddy (GDDY) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Christie Masoner - VP of Investor RelationsAman Bhutani - CEOMark McCaffrey - CFOYgal Arounian - Director - Internet Equity ResearchAlec Brondolo - Director - Equity ResearchJosh Beck - Managing DirectorAlex Lavigne - Equity Research AssociateRobert Coolbrith - Vice President, Internet Equity ResearchNaved Khan - Managing Director - Equity Research Conference Call Participants Elizabeth Porter - AnalystVikram Kesavabhotla - S ...