Core Insights - GoDaddy Inc. is set to report quarterly earnings on February 24, 2026, with an estimated EPS of $1.58 and projected revenue of approximately $1.27 billion, reflecting an 11.3% increase in EPS and a 6.4% rise in revenue year-over-year [1][6] Financial Metrics - The company has a price-to-earnings (P/E) ratio of 14.47 and a price-to-sales (P/S) ratio of 2.48, indicating its valuation relative to earnings and sales [3][6] - GoDaddy's debt-to-equity ratio stands at 42.17, suggesting significant debt levels, while a current ratio of 0.57 indicates potential liquidity concerns [3][6] Business Developments - GoDaddy's integration with Salesforce's MuleSoft Agent Fabric aims to enhance security in AI agent interactions, verifying the identity of AI agents to reduce the risk of spoofed tools [2][6] - The company's A&C segment is experiencing low-to-mid-teens growth, driven by services like Capital, Rate Saver, and Faster Payouts, although foreign exchange impacts and renewal headwinds pose challenges [4] Analyst Sentiment - Historically, GoDaddy has exceeded the Zacks Consensus Estimate in two of the last four quarters, with stability in EPS estimates over the past 30 days indicating analyst confidence in the company's performance [5]

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]