GoDaddy (GDDY) reported $1.27 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.8%. EPS of $1.80 for the same period compares to $1.42 a year ago.The reported revenue represents a surprise of +0.4% over the Zacks Consensus Estimate of $1.27 billion. With the consensus EPS estimate being $1.58, the EPS surprise was +13.64%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...

GoDaddy (GDDY) came out with quarterly earnings of $1.8 per share, beating the Zacks Consensus Estimate of $1.58 per share. This compares to earnings of $1.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.64%. A quarter ago, it was expected that this cloud-based technology products developer would post earnings of $1.5 per share when it actually produced earnings of $1.51, delivering a surprise of +0.67%.Over the last fo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 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 (Address of principal executive offices, including zip code) Securities registered pursuant to Section 1 ...

GoDaddy (NYSE:GDDY) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAman Bhutani - CEOChristie Masoner - VP of Investor RelationsMark McCaffrey - CFONaved Khan - Managing Director of Equity ResearchYgal Arounian - Managing DirectorNone - Video NarratorConference Call ParticipantsArjun Bhatia - Partner, Co-Head Tech Equity Research, and Software AnalystJames Michael - Research AnalystKen Wong - Managing Director and Senior AnalystMark Zgutowicz - Senior Research AnalystSang-Jin Byun - ...

Financial Data and Key Metrics Changes - The company reported total revenue growth of 7% year-over-year, reaching $1.3 billion in Q4 2025, at the high end of guidance [21] - Annual revenue for 2025 was approximately $5 billion, representing an 8% growth [23] - Normalized EBITDA margin expanded to 32%, reflecting a 150 basis points increase over the prior year [25] - Free cash flow grew 19% to $1.6 billion, with a conversion rate of greater than 1:1 from Normalized EBITDA [25] Business Line Data and Key Metrics Changes - Applications and Commerce segment revenue grew 13% to $498 million, with an EBITDA margin improvement of 40 basis points to 47% [21] - Core Platform segment revenue increased by 3% to $776 million, driven by an 8% growth in aftermarket domains [22] - Total bookings grew 5% to $1.3 billion, with Applications and Commerce bookings up 11% and Core Platform bookings up 1% [22] Market Data and Key Metrics Changes - International revenue grew 10% to $420 million in Q4 2025, contributing to an annual international revenue of $1.6 billion, up 11% [21][23] - The company captured nearly 2 billion customer signals daily, enhancing its data-driven approach [2] Company Strategy and Development Direction - The company is focusing on leveraging AI to enhance customer experiences and operational efficiencies, with Airo being a key component of this strategy [7][9] - Airo is evolving into an agentic operating system for small businesses, aiming to streamline operations and improve customer engagement [10][14] - The company is expanding its go-to-market strategy to attract high-intent customers, optimizing the customer acquisition funnel [38][54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's competitive advantages, including brand strength, domain leadership, and a robust data infrastructure [8][90] - The company anticipates that the new go-to-market strategy will lead to improved customer acquisition and retention, with a focus on high-value customers [31][82] - Management acknowledged the challenges posed by competitive dynamics but emphasized the company's adaptability and strategic positioning [104] Other Important Information - The company has made significant investments in AI, with the majority of new code now being AI-generated, enhancing development efficiency [93] - The new website builder, integrating AI features, is expected to launch soon, further enhancing the customer experience [17][70] Q&A Session Summary Question: Can you elaborate on the promotional offer with .com and its impact on bookings? - Management explained that the new go-to-market strategy aims to attract high-intent customers, and while it has impacted bookings, it is expected to improve over time as customer engagement increases [36][41] Question: How do you view the impact of AI costs on margins? - Management indicated a disciplined approach to AI costs, ensuring visibility and operational focus to maintain margins while investing in AI [42][45] Question: What are the expectations for active customer growth in 2026? - Management expressed optimism about attracting high-intent customers, which should positively impact active customer growth moving forward [81][82] Question: Can you clarify the impact of the new go-to-market strategy on bookings and revenue? - Management confirmed that while bookings may lag initially due to shorter contract terms, they expect bookings to strengthen throughout the year [56][60] Question: What advantages does the company have over newer entrants in the market? - Management highlighted the company's extensive data and established brand as key competitive advantages that facilitate the integration of AI into its offerings [90][91]

GoDaddy (NYSE:GDDY) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker14Nearly 2 billion customer signals captured every day. We have the experience, data, and infrastructure to lead the way with agentic open internet for small business. That's the advantage behind Airo, an advantage no one else can claim, and an agentic experience none can rival. Airo supports the entire customer journey. It starts by turning your idea into a website. Next, it grows your business, optimizing websites, improving ma ...

Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM Forward-looking statements and non-GAAP financial measures Q4 2025 Earnings Results February 24, 2026 © 2026 GoDaddy Inc. © 2026 GoDaddy Inc. Empower entrepreneurs everywhere, making opportunity more inclusive for all Our strategy 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 avail ...

Group 1 - GoDaddy forecasts annual revenue between $5.20 billion to $5.28 billion, which is below analysts' average estimate of $5.29 billion [1] - The company anticipates slow adoption of its artificial intelligence tools and weaker customer acquisition in its core hosting business [1] - Shares of GoDaddy fell nearly 8% in extended trading following the revenue forecast announcement [1] Group 2 - For the fourth quarter, GoDaddy reported revenue of $1.27 billion, which was largely in line with estimates [1]

news release GODADDY REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS Company continues its track record of profitable growth, strong cash generation Announces integration of GoDaddy's Agent Name Service with MuleSoft, a Salesforce Company TEMPE, Ariz., February 24, 2026 /PRNewswire/ - GoDaddy Inc. (NYSE: GDDY) today reported financial results for the fourth quarter and full year that ended December 31, 2025. "GoDaddy demonstrated strong performance in 2025, and we are leveraging our domain leadership, glo ...

GoDaddy Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results [Accessibility Statement] Skip NavigationTEMPE, Ariz., Feb. 24, 2026 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today reported fourth quarter and fiscal year 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. Easter ...