Core Insights - GoDaddy (GDDY) is set to report its third-quarter 2025 results on October 30, 2025, with projected revenues between $1.22 billion and $1.24 billion, reflecting a 7% growth at the mid-point compared to the same quarter last year [1][9] Revenue Expectations - The Zacks Consensus Estimate for third-quarter revenues stands at $1.23 billion, indicating a year-over-year increase of 7.27% [2] - GoDaddy anticipates Applications & Commerce (A&C) revenue growth in the mid-teens, with A&C revenues estimated at $484 million, representing a 14.4% year-over-year rise [4] - Core platform revenues are expected to reach $747 million, suggesting a 3% year-over-year growth [4] Earnings Projections - The consensus estimate for earnings is $1.50 per share, which has increased by one cent over the past 30 days, indicating a growth of 13.64% from the previous year's figure [2] - GoDaddy's earnings have beaten the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 0.54% [2] Growth Drivers - GoDaddy is expected to benefit from the growing adoption of its high-margin solutions for the Commerce end-market, particularly the newly launched Rate Saver feature, which reduces credit card surcharging costs for merchants by over 50% [5][9] - The GoDaddy Airo and Ask Airo tools are gaining traction, leading to improved attachment rates, term lengths, and renewals [6] Challenges - The company faces challenges such as macroeconomic uncertainties, increased competition in the digital services market, and rising operational costs [6] Earnings ESP and Ranking - GoDaddy currently has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold), indicating that the odds of an earnings beat are not favorable [7]

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]

Core Insights - GoDaddy is launching a trusted identity naming system for AI agents to address the challenge of distinguishing legitimate agents from unvetted or malicious ones as the number of AI agents is expected to exceed one billion in the next three years [1][2] - The new system is based on proven technologies and protocols, leveraging GoDaddy's extensive experience in internet safety, including domain names and SSL certificates [1][2] - The initiative aims to create a secure environment for agent-to-agent interactions, drawing parallels to the early internet's "Wild West" [1] Technical Details - The service utilizes a modular adapter layer that works across protocols and is inspired by an Internet Engineering Task Force (IETF) draft for an Agent Name Service (ANS) [2][3] - Each enrolled agent will receive a report verifying its identity, confirming good standing, and specifying its location, ensuring standards-aligned and ecosystem-ready solutions [2][3] - The system includes features such as lifecycle management for registration, renewal, and revocation, enhancing security and governance for production deployments [3] Availability and Collaboration - A developer preview of the system is set to launch in the coming weeks, with broader availability to follow [2] - GoDaddy is collaborating with standards bodies and industry partners to ensure broad participation and seamless interoperability in the development of this system [2]

Fund Performance - Artisan Global Discovery Fund's Investor Class APFDX returned 10.84%, Advisor Class APDDX returned 10.83%, and Institutional Class APHDX returned 10.93% in Q2 2025, compared to an 11.84% return for the MSCI All Country World Small Mid Index [1] - Global markets experienced volatility in Q2 2025, with a shift from double-digit declines to gains following President Trump's tariff announcements and subsequent suspension [1] Company Focus: GoDaddy Inc. - GoDaddy Inc. (NYSE:GDDY) is a leader in domain registration, generating 70% of its revenue from core domain services and 30% from higher-margin applications and commerce tools [3] - GoDaddy's stock closed at $141.40 per share on September 26, 2025, with a market capitalization of $19.577 billion [2] - The company faced a one-month return of -4.66% and a 52-week loss of 9.81% [2] Investment Strategy and Concerns - Artisan Global Discovery Fund ended its investment in GoDaddy due to increased competition from Wix and AI-based business models, as well as concerns over incremental marketing investments in its AI-powered suite, Airo [3] - GoDaddy's strategy focuses on cross-selling higher-margin products through domain services, but risks from competition and macro challenges for small and medium-sized businesses remain [3]

Industry Overview - The Zacks Internet - Delivery Services industry includes companies providing services through Internet-based platforms, such as food delivery, online travel booking, and web hosting [2] - The industry is characterized by growth-stage companies investing heavily in R&D and sales & marketing, which may hinder short-term profitability [2] Growth Drivers - Increased smartphone usage and improved Internet access are driving growth in the delivery services sector, with 4G and emerging 5G technology enhancing user experiences [3] - Shifting consumer preferences towards convenience and online services are expected to benefit the industry, particularly in food ordering and travel booking [4] - Technological advancements, such as smart routing algorithms and real-time GPS tracking, are improving delivery efficiency and customer experience [5] Challenges - Persistent macroeconomic uncertainties, inflation, and high interest rates pose significant challenges to the industry [1] - Higher upfront costs associated with market expansion may negatively impact profitability, especially as competition intensifies from major tech companies like Amazon and Alphabet [7] - The potential fallout from tariff wars could indirectly affect revenue growth and margins due to reduced spending from small businesses and startups [6] Industry Performance - The Zacks Internet - Delivery Services industry has underperformed compared to the S&P 500 and the broader Computer and Technology sector over the past year, gaining only 0.2% [11] - The industry currently holds a Zacks Industry Rank of 103, placing it in the top 42% of approximately 250 Zacks industries, indicating solid near-term prospects [9][10] Valuation Metrics - The industry is trading at a forward 12-month price-to-sales (P/S) ratio of 1.64X, significantly lower than the S&P 500's 5.44X and the sector's 7.1X [14] Company Highlights - **GoDaddy (GDDY)**: Focused on cloud-based technology products, benefiting from strong momentum in its Applications & Commerce business, with a Zacks Consensus Estimate for 2025 earnings revised upward by 2.2% to $6.05 per share [17][18][19] - **Vipshop Holdings (VIPS)**: An online discount retailer in China, improving its financial performance through enhanced product offerings and a focus on high-margin apparel businesses, with a current-year earnings estimate revised upward by $0.05 to $2.44 per share [23][24] - **QuinStreet (QNST)**: A provider of online marketing services, positioned to benefit from the shift to online business models, with a fiscal 2026 earnings estimate remaining unchanged at $1.05 per share [27][28] - **Asure Software (ASUR)**: A cloud computing firm focusing on human capital management solutions, with a 2025 earnings estimate revised upward by $0.02 to $0.79 per share [31][32]