GoDaddy to Report Q4 Earnings: What's in the Cards for the Stock?

Core Insights - GoDaddy (GDDY) is set to report its fourth-quarter 2025 results on February 24, with expected revenues between $1.26 billion and $1.28 billion, indicating a 6% growth at the mid-point compared to the previous year [2][10] - The Zacks Consensus Estimate for fourth-quarter revenues is $1.27 billion, suggesting a 6.39% year-over-year increase, while the consensus for earnings is $1.58 per share, reflecting an 11.27% growth from the prior year's figure [3] Revenue Expectations - GoDaddy anticipates Applications & Commerce (A&C) revenue growth in the low to mid-teens, with A&C revenues estimated at $499.1 million, indicating a 13.1% year-over-year rise [5] - Core platform revenues are expected to reach $769.5 million, suggesting a 2.4% year-over-year growth [5] Business Drivers - The company is expected to benefit from strong adoption of high-margin subscriptions, including GoDaddy Capital, Rate Saver, and Faster Payouts, which are designed to help entrepreneurs streamline operations and reduce costs [6] - GoDaddy Airo and Ask Airo tools are driving better attachment rates, higher average order sizes, and improved retention, with bookings estimated at $1.31 billion, suggesting a 6.8% year-over-year growth [7][10] Challenges - Despite positive growth indicators, GoDaddy faces challenges such as macroeconomic conditions, foreign exchange impacts, contract expirations, and customer renewal headwinds [7][10] Earnings Outlook - According to the Zacks model, GoDaddy currently has an Earnings ESP of 0.00% and a Zacks Rank of 2, indicating a moderate outlook for an earnings beat [8]