Service with a Shrug? Rudeness, Robots and Revenge of the One-and-Done ShopperTEMPE, Ariz., July 31, 2025 /PRNewswire/ -- Nearly half of U.S. shoppers say customer service provided by businesses is getting worse, according to results from the latest GoDaddy (NYSE: GDDY) Consumer Pulse* survey – yet Gen Z and Millennials remain more upbeat than their parents' generations. New survey data from GoDaddy finds nearly half of U.S. shoppers say customer service provided by businesses is getting worse. Accordi ...

Company Announcement - GoDaddy Inc. will release its financial results for the second quarter of 2025 on August 7, 2025, after the U.S. stock market closes [1] - Following the news release, GoDaddy management will host a live webcast at 5:00 p.m. Eastern Time, available on GoDaddy's Investor Relations website [1] - A recording of the webcast will be available on GoDaddy's Investor Relations website after its completion [2] Company Overview - GoDaddy assists millions of entrepreneurs globally in starting, growing, and scaling their businesses [3] - The company offers services such as naming ideas, building websites and logos, selling products and services, and accepting payments [3] - GoDaddy Airo®, an AI-powered experience, helps small businesses get online quickly, drive traffic, and boost sales [3] - Expert guides are available 24/7 to provide assistance to users [3]

Core Insights - The GoDaddy Consumer Pulse survey reveals a paradox where younger consumers (Gen Z and Millennials) show less concern for online security yet have low tolerance for businesses that fail to protect their data [1][3] Consumer Expectations - 68% of consumers expect small businesses to maintain the same level of digital security as large corporations or better [2][4] - 53% of consumers would remain loyal to a business that takes immediate steps to fix a breach and offers proactive protection like credit card monitoring [17] Generational Differences - 42% of Gen Z and 40% of Millennials would not change their passwords or credit card information after a data breach, compared to 72% of Gen X and Boomers who would take immediate action [3] - More than half of Gen Z (53%) and 42% of Millennials have severed ties with a business due to a security incident, significantly higher than the 37% of Gen X and Boomers [8] Consumer Behavior and Security Practices - 61% of consumers repeat passwords across accounts, with this habit being more common among Gen Z and Millennials [6] - 69% of consumers do not check for a secure padlock icon before making online purchases [6] Perception of Cybersecurity - 65% of all consumers are more concerned about online security than five years ago, but a small subset of younger consumers report being less concerned [11] - 67% of consumers believe their personal information is already on the dark web [11] Business Implications - Businesses that respond to breaches with transparency and support are more likely to retain customer loyalty [12] - Simple changes, such as ensuring a fast-loading website and using a professional email address, can improve consumer perception [13] GoDaddy's Offerings - GoDaddy provides a suite of security solutions, including Website Security firewall bundles and SSL certificates, to help businesses meet rising consumer expectations [14]

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]

Company Overview - GoDaddy Inc. assists millions of entrepreneurs worldwide in starting, growing, and scaling their businesses [2] - The company provides services such as domain naming, website building, logo creation, product sales, and payment processing [2] - GoDaddy Airo®, an AI-powered experience, facilitates faster business growth by helping users establish an online presence quickly and drive traffic to boost sales [2] Upcoming Event - GoDaddy's Chief Financial Officer, Mark McCaffrey, will present at the Jefferies 2025 Software & Internet Conference on May 29, 2025, at 11:00 a.m. ET / 8:00 a.m. PT [1] - A live audio webcast and post-presentation audio replay will be accessible on GoDaddy's investor relations website [1]

Core Insights - GoDaddy's analysis reveals the Most Entrepreneurial Cities of 2025, highlighting both small and large cities as key drivers of innovation in the U.S. [1][2][6] Summary by Category Entrepreneurial Rankings - The ranking is based on the number of new ventures created in the previous calendar year, showcasing cities that have emerged as entrepreneurial hotspots [2][3]. - The top 10 cities include San Francisco, Los Angeles, Denver, Oklahoma City, Frankfort, Ontario, Wilmington (DE), Wilmington (NC), Katy, and Alameda [4]. City Highlights - San Francisco leads with 173,054 new businesses, reflecting its strong tech culture and access to venture capital [4][7]. - Smaller suburban cities like Frankfort, Ontario, Katy, and Alameda have emerged as significant entrepreneurial centers, challenging traditional urban business hubs [7]. - Wilmington is noted for having two cities in the top 10, indicating a growing trend for small businesses in areas with the same name [7]. California's Role - California is identified as a new epicenter for small businesses, with four cities in the top 10, despite its high cost of living [7]. Research Methodology - The GoDaddy Small Business Research Lab analyzes over 20 million online businesses, focusing on microbusinesses that employ fewer than ten people [8].

尽管中小企业的表现好于预期，网络流量也有所上升，但大摩认为，25财年的预订指引有可能适度下 调，从而取消了下半年的加速预期。考虑到科技投资组合的强劲表现和未来创新步伐的加快，低风险的 前景加上网络流量的改善，为投资者创造了一个更有说服力的故事。虽然大摩仍在继续寻找网络流量持 续改善的迹象，以在宏观背景波动中建立对需求趋势持久性的信心，但其注意到，所有供应商仍然专注 于他们可以控制的领域——控制开支和保护利润。因此，招聘数据显示，在这三家公司的招聘趋势大幅 下降之后，招聘趋势仍然低迷，包括招聘岗位徘徊在历史低点附近，低于新冠疫情前的趋势。 4月网络流量数据显示，相对于LegalZoom的持续压力，Wix.com和GoDaddy有所改善。大摩软件团队写 道，其最新的ClO调查和渠道检查的数据点表明，在宏观确定性水平不断提高的情况下，3月份给出的 前瞻性前景的风险水平正在上升。因此，大摩认为重新调整评级的前瞻性预测是慎重的，将全年指导下 调的可能性定位为股票复苏的第一步。从那时起，宏观头条新闻一直在变化，尽管近期关税政策的严厉 程度有所缓和，重要的是，大摩评级覆盖的中小型公司中，第一季度的业绩数据比担忧的更好，进而 ...

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.

Summary of CDW FY Conference Call - May 13, 2025 Company Overview - **Company**: CDW (CDW) - **Industry**: Technology Solutions and Services Key Points and Arguments Macroeconomic Concerns - There is significant macroeconomic volatility and uncertainty, but technology remains essential for competitive advantage and employee attraction [2][3] - Customers are cautious due to policy uncertainty, yet there is pent-up demand for technology across various sectors [3][4] Demand and Growth Outlook - CDW anticipates muted growth in specific sectors like federal and education, but overall technology spending remains strong [4][11] - The commercial space has shown a steady return to growth over the last two quarters, although enterprise solutions have experienced some variability [9][10] Tariff Impact - CDW has leveraged tariff uncertainties to assist customers by providing pre-tariff pricing on client devices, particularly in the K-12 sector [6][7] - The company maintains strong relationships with customers, which helps navigate complexities arising from tariff changes [7][8] International Business Performance - CDW's international business has performed well despite geopolitical uncertainties, with a cautious outlook for the fiscal year [18] AI and Technology Investments - CDW is positioned as a full-stack organization, focusing on AI investments to enhance efficiency, personalization, and customer experience [19][20] - The company has established healthcare innovation labs to facilitate customer engagement and technology exploration [22][23] Client Device Market - Growth in client devices has been broad-based, with education seeing more pre-buying activity compared to enterprise [28][29] Cloud Strategy - CDW is focused on scaling its cloud business, emphasizing professional and managed services to drive customer engagement [32][33] - The company views cloud and security as high-growth areas for future acquisitions [35][36] Financial Performance - Gross margins have expanded significantly over the past six years but are plateauing due to shifts in product mix [50][51] - Operating expenses have been consistently expanded to support growth initiatives, with a focus on balancing customer service and cost leverage [53][54] Government and Education Sector Exposure - The federal government sector has shown a modest decline, while state and local government business has grown modestly [59][60] - The K-12 education sector may experience muted spending due to economic pressures [61] Pricing and Demand Elasticity - Price increases due to tariffs have been largely accepted by customers, with spending continuing despite economic uncertainties [62] - CDW operates as a cost-plus provider, successfully passing on price increases while maintaining gross profit neutrality [63] Additional Important Insights - CDW's strategy emphasizes a full lifecycle approach, integrating consultancy and managed services with product sourcing to enhance customer experience [38][40] - The company is actively refining its go-to-market strategy to capture opportunities across various customer segments [46] - CDW's ability to adapt its pricing and bundling strategies based on customer behavior is a key focus for future growth [107][108]

Company Overview - GoDaddy Inc. assists millions of entrepreneurs worldwide in starting, growing, and scaling their businesses [2] - The company provides services such as domain naming, website building, logo creation, product sales, and payment acceptance [2] - GoDaddy Airo®, an AI-powered experience, facilitates faster business growth by helping users get online quickly, drive traffic, and increase sales [2] Upcoming Events - GoDaddy's Chief Financial Officer, Mark McCaffrey, will present at the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference on May 13, 2025, at 10:10 a.m. ET [1] - A live audio webcast and post-presentation audio replay will be accessible on GoDaddy's investor relations website [1]