© 2025 GoDaddy Inc. . Manu Reyes Papakape PAPAKAPE.COM Q3 2025 Earnings Results October 30, 2025 Forward-looking statements and non-GAAP financial measures This presentation contains forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on estimates and information available to us at the time of this presentation and are not guarantees of future performance. Statements in this presentation involve risks, ...

Financial Performance - Total revenue for Q3 2025 was $1.3 billion, representing a 10% year-over-year increase[5] - Applications and Commerce (A&C) revenue grew 14% year-over-year to $481.0 million[5] - Operating income increased by 17% year-over-year to $296.7 million, with a margin of 23%[5] - Net cash provided by operating activities was $444.2 million, up 25% year-over-year[5] - Free cash flow reached $440.5 million, reflecting a 21% year-over-year growth[5] - Total revenue for Q3 2025 was $1,265.3 million, a 10.3% increase from $1,147.6 million in Q3 2024[31] - Net income for the nine months ended September 30, 2025, was $629.9 million, compared to $738.3 million for the same period in 2024, reflecting a decrease of 14.7%[35] - Net income for Q3 2025 was $210.5 million, compared to $190.5 million in Q3 2024, representing a growth of 7.5%[36] - NEBITDA for Q3 2025 reached $408.6 million, up from $366.5 million in Q3 2024, indicating an increase of 11.5%[36] - Free cash flow for the nine months ended September 30, 2025, was $1,243.3 million, compared to $1,013.5 million for the same period in 2024, reflecting a growth of 22.7%[39] - Total debt as of September 30, 2025, was $3,835.4 million, with net debt standing at $2,911.7 million after accounting for cash and cash equivalents[38] - The company reported a NEBITDA margin of 32.3% for Q3 2025, slightly up from 31.9% in Q3 2024[36] - The net income margin for Q3 2025 was 16.6%, consistent with the margin reported in Q3 2024[36] Future Expectations - GoDaddy raised its full-year revenue expectations to a range of $4.930 billion to $4.950 billion, indicating an 8% growth at the midpoint[10] - For Q4 2025, total revenue is expected to be between $1.255 billion and $1.275 billion, representing a 6% year-over-year growth at the midpoint[11] - GoDaddy expects NEBITDA margin to be approximately 33% for Q4 2025 and around 32% for the full year[12] Customer Metrics - Annualized recurring revenue (ARR) is a key operating metric that helps illustrate the scale of subscription-based services, exclusive of non-recurring revenue[26] - Average revenue per user (ARPU) is calculated as total revenue divided by the average number of customers, providing insight into the company's ability to sell additional products[27] - Total customers increased, contributing to the revenue base and overall business scale[28] Shareholder Activities - GoDaddy repurchased 9.0 million shares for an aggregate purchase price of $1.4 billion year-to-date through October 28, 2025[8] - Total shares outstanding decreased to 137,391 thousand as of September 30, 2025, down from 143,964 thousand in 2024[41] Operational Efficiency - The NEBITDA margin, a supplemental measure of operating performance, is calculated as NEBITDA to revenue ratio, providing insights into operational efficiency[23] - The company launched five new Airo agents to enhance customer service capabilities[5] - The company reported a restructuring-related expense of $5.5 million in Q3 2025, compared to $0.4 million in Q3 2024, indicating increased restructuring activities[31] - Cash paid for restructuring and other charges totaled $21.3 million for the nine months ended September 30, 2025, down from $62.4 million in 2024[40] - The company incurred $241.0 million in equity-based compensation expense for the nine months ended September 30, 2025, compared to $221.6 million in the same period of 2024[36] Product and Service Development - GoDaddy's AI-powered experience, GoDaddy Airo, aims to enhance small business growth by facilitating online presence and sales[29] - Constant currency revenue for Q3 2025 was $1,265.5 million, with bookings at $1,353.3 million after adjustments[42] - Net debt as of September 30, 2025, was defined as total debt less cash and cash equivalents, which is crucial for assessing financial flexibility[25]

Accessibility StatementSkip Navigation TEMPE, Ariz., Oct. 30, 2025 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today reported third quarter 2025 financial results. To view the earnings release, earnings presentation and prepared remarks, please access the company's Investor Relations website at https://aboutus.godaddy.net/investor-relations/financials. GoDaddy management will host a live webcast at 5:00 p.m. Eastern Time, which will be available on GoDaddy's Investor Relations website. To participate, pleas ...

Key Takeaways GoDaddy projects Q3 revenues of $1.22-$1.24B, up about 7% year over year. A&C revenues are expected to grow mid-teens, while the Core platform rises low single digits. Rate Saver and Airo tools drive adoption and renewals amid competitive market pressures. GoDaddy (GDDY) is scheduled to report third-quarter 2025 results on Oct. 30, 2025.GDDY expects revenues to be between $1.22 billion and $1.24 billion, indicating 7% growth (at the mid-point) from the figure reported in the year-ago quarter.T ...

Core Insights - The partnership between GoDaddy and authors Laura Brown and Kristina O'Neill aims to empower individuals navigating career transitions through their book "All The Cool Girls Get Fired" and GoDaddy Airo's digital tools [1][4]. Company Overview - GoDaddy provides tools for entrepreneurs to establish their online presence, including domain registration, website design, and online marketing support [5]. - GoDaddy Airo is an AI-powered platform designed to help small businesses quickly get online and enhance their digital marketing efforts [5]. Book Highlights - "All The Cool Girls Get Fired" features personal stories and advice from notable women, including Oprah Winfrey and Katie Couric, emphasizing how unexpected career changes can lead to new opportunities [3][2]. - The book serves as a guide for readers to pivot in their careers with confidence and purpose [2]. Promotional Offer - GoDaddy is offering new U.S. customers a domain for just $4.99 as part of the promotional campaign linked to the book [4].

Core Insights - A significant majority of Americans and federal employees are experiencing financial anxiety due to the ongoing government shutdown, with many expressing a willingness to start side hustles or small businesses as a response to economic uncertainty [1][2][6]. Economic Impact - The survey indicates that 61% of American adults and 76% of federal employees are concerned about the financial implications of the government shutdown [6]. - Economic anxiety is leading to reduced consumer spending, with 63% of federal employees and 41% of Americans reporting cutbacks in their expenditures [6][4]. Entrepreneurial Intent - The findings suggest that economic instability may drive a new wave of self-reliance, with 50% of Americans and 41% of federal employees indicating they would likely start a business or side hustle if their income were disrupted [6][5]. - 70% of Americans and 67% of federal employees agree that the shutdown highlights the importance of self-reliance in generating income [6]. Spending Behavior - The survey reveals that 44% of government employees and 29% of all consumers are delaying major purchases due to the shutdown [6]. - Concerns about the shutdown's impact extend to small businesses, with 71% of Americans and 90% of federal employees expressing worry about potential negative effects [6].

Group 1: Company Overview - GoDaddy Inc. (NYSE:GDDY) holds a significant position in the portfolio of RIT Capital Partners, with shares valued at $32,392,800, representing 4.06% of the portfolio [1] - The company supports over 21 million customers globally by providing domain registration, web hosting, and digital identity services to small businesses and developers [4] Group 2: Recent Developments - On October 2, 2025, GoDaddy launched a trusted identity naming system for AI agents, addressing a growing security gap as over one billion AI agents are expected to be launched by businesses in the next three years [2] - The new system aims to establish authentication and verification standards to identify legitimate AI agents and prevent rogue activities, leveraging GoDaddy's expertise in domain and DNS [3] Group 3: Market Position and Investment Potential - While GoDaddy is recognized for its potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk [5]

Company Overview - GoDaddy Inc. (GDDY) is a leading internet services company based in Arizona, with a market cap of $18.1 billion, specializing in domain registration, web hosting, website building, online marketing, and digital commerce tools for small businesses and entrepreneurs. The company was founded in 1997 and serves over 20 million customers while managing more than 80 million domain names worldwide [1]. Earnings Projections - GoDaddy is expected to release its Q3 2025 earnings on October 30, with analysts projecting earnings of $1.50 per share, representing a 13.6% growth from $1.32 in the same quarter last year. The company has surpassed Wall Street's bottom-line estimates in two of the past four quarters while missing on two occasions [2]. - For fiscal 2025, analysts forecast an EPS of $5.84, marking a 20.4% increase from $4.85 reported in fiscal 2024. In fiscal 2026, earnings are expected to grow 22.1% annually to $7.13 per share [3]. Recent Performance - In the second quarter of fiscal 2025, GoDaddy reported revenue of $1.22 billion, an 8.3% year-over-year increase, exceeding Wall Street's estimate of $1.20 billion. The company's EPS rose 39.6% year-over-year to $1.41, also surpassing analysts' expectations of $1.34 [5]. - However, shares of GoDaddy fell about 3% after the announcement of ceasing operations as the registry service provider for the .CO top-level domain, which is expected to create a 50-basis-point headwind to bookings and revenue, primarily impacting the fourth quarter [6]. Stock Performance - GoDaddy's stock has declined 18.8% over the past 52 weeks, underperforming the Technology Select Sector SPDR Fund's 23.6% surge and the S&P 500 Index's 14.4% uptick during the same time frame [4]. Analyst Ratings - Analysts maintain a moderately optimistic view on GoDaddy, with an overall "Moderate Buy" rating. Out of 18 analysts covering the stock, there are nine "Strong Buys," one "Moderate Buy," and eight "Holds." The mean price target of $191.60 suggests a 44.7% upside potential from current price levels [7].

Core Viewpoint - GoDaddy Inc. is set to release its financial results for Q3 2025 on October 30, 2025, after the U.S. stock market closes, followed by a live webcast for investors [1]. Company Overview - GoDaddy assists millions of entrepreneurs worldwide in starting, growing, and scaling their businesses by providing services such as domain naming, website building, logo creation, product sales, and payment processing [3]. - The company offers an AI-powered experience called GoDaddy Airo, which aims to expedite the process of getting small businesses online, driving traffic, and boosting sales [3]. - GoDaddy provides 24/7 expert guidance to support its users [3].

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1][13] - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to support this growth [2][6] - AI technologies, particularly data centers for large language models, consume vast amounts of energy, comparable to that of small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Group 2: Company Overview - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][7] - This company is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially valuable investment in the digital age [3][8] - The company is debt-free and has significant cash reserves, amounting to nearly one-third of its market cap, which provides a strong financial foundation [8][10] Group 3: Market Position and Strategy - The company plays a crucial role in U.S. LNG exportation and is well-positioned to capitalize on the onshoring trend driven by tariffs, particularly under the current administration [5][7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewable fuels [7][8] - The company also holds a substantial equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Group 4: Future Outlook - The future of AI is closely tied to energy infrastructure, and the company is strategically positioned to benefit from the anticipated energy demands of AI technologies [6][14] - The influx of talent into the AI field is expected to drive rapid advancements, further solidifying the importance of investing in AI-related companies [12] - The potential for significant returns is highlighted, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15][19]