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 ...

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 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].

Core Insights - GoDaddy's Entrepreneurial Power Rankings highlight the thriving small business environment in cities with professional football teams, showcasing the economic impact of game-day events on local entrepreneurship [2][3][6] Group 1: Entrepreneurial Landscape - The rankings are based on the number of entrepreneurs per 100 people, indicating a strong correlation between pro football stadiums and small business growth in surrounding areas [3][6] - Nearly all metro areas in the rankings have a higher number of entrepreneurs per 100 people than the national average, with Pittsburgh being the only exception [6] - Florida's cities, particularly Miami Gardens (1), Tampa (8), and Jacksonville (15), exemplify how a supportive environment fosters small business growth [6] Group 2: Economic Impact - Events at pro football stadiums drive significant economic activity, benefiting small and microbusinesses, many of which have fewer than 10 employees [3][4] - The presence of game-day fans and tourists contributes to the growth of local businesses, creating a vibrant economic ecosystem [3][4] Group 3: Role of Technology - GoDaddy's AI-powered tools, such as GoDaddy Airo, assist small business owners in establishing an online presence quickly, enabling them to compete effectively with larger companies [5][9] - The company emphasizes the importance of resilience among small business owners, drawing parallels between the qualities admired in football players and those needed for entrepreneurial success [5][6] Group 4: Research and Insights - The GoDaddy Small Business Research Lab analyzes over 20 million online businesses, providing valuable insights into microbusiness trends and the entrepreneurial landscape [10]

GoDaddy (GDDY) 2025 Conference Summary Industry and Company Overview - **Company**: GoDaddy Inc. (GDDY) - **Industry**: Website building, domain registration, and online business services Key Themes and Insights 1. **Impact of GenAI on Website Building** - GenAI, particularly vibe coding, is transforming website creation, allowing users to create websites through conversational interfaces [3][4] - GoDaddy is positioned to leverage these advancements to enhance customer experience and business operations [5][7] 2. **Introduction of GoDaddy Airo** - GoDaddy Airo, launched nearly two years ago, has significantly improved customer engagement and sales [5][7] - The upcoming Ask Airo feature aims to provide predictive insights for business growth, enhancing customer decision-making [8][9] 3. **Customer Segmentation and Retention** - GoDaddy focuses on high-intent customers, particularly those spending over $500 annually, which increased by nearly 20% from 2023 to 2024 [21][40] - The retention rate for these high-value customers is near perfect, with overall customer retention around 85% [22][41] 4. **Revenue Growth and Average Revenue Per User (ARPU)** - The average revenue per user is increasing, with estimates suggesting entrepreneurs spend around $2,000 annually on their online presence [22][23] - GoDaddy aims to grow ARPU from $20 to over $200, indicating significant growth potential in the market [23] 5. **Conversion Rates from Landing Pages** - There is a notable increase in conversions from landing pages to fully operational websites, indicating effective customer engagement strategies [24] 6. **Pricing and Bundling Strategy** - GoDaddy has shifted to a pricing and bundling strategy that enhances customer retention and renewal rates, particularly in the Applications & Commerce segment [50][51] - The company is experimenting with various bundles to optimize customer value and engagement [52][60] 7. **Market Position and Competitive Landscape** - Despite competition from new entrants, GoDaddy has not seen a significant impact on its business model, maintaining strong traffic and sales momentum [16][17] - The company remains the largest player in the domain registration market, with a focus on maintaining its competitive edge through innovation [80] 8. **Free Cash Flow and Financial Health** - GoDaddy's model emphasizes free cash flow as a key performance indicator, with positive momentum observed in recent quarters [32][84] - The company has successfully balanced investments in innovation while returning value to shareholders through share buybacks [84][88] 9. **M&A Strategy and Future Outlook** - GoDaddy has shifted focus from acquisitions to internal innovation, with a strong balance sheet allowing for strategic M&A opportunities if they arise [87][88] - The company is evaluating potential M&A based on strict criteria, ensuring alignment with its core technology stack and business model [88] 10. **Tax Strategy** - GoDaddy currently does not pay cash taxes in the U.S. and does not expect to do so until 2030, allowing for continued investment in growth [94] Additional Insights - The company is actively testing new features and products, with positive feedback on the upcoming Ask Airo [15][26] - GoDaddy's strategy is focused on serving microbusinesses and entrepreneurs, ensuring that its offerings align with their needs and growth potential [7][42]

Core Insights - The majority of U.S. small and microbusinesses are insulated from international supply chain disruptions, with 69% reporting no exposure and 45% sourcing over half of their materials locally [1] - Small business owners exhibit optimism and resilience despite economic uncertainty, with many maintaining realistic revenue expectations [2][6] - A correlation exists between small business growth and household income, with a 1% increase in small businesses linked to a 6% rise in median household income [3] Group 1: Business Environment - 65% of small businesses primarily serve local or state customers, providing a buffer against global trade challenges [1] - 72% of respondents expect their revenues to increase or remain stable in the next six months, while 45% believe the broader U.S. economy will hold steady or improve [9] Group 2: Growth and Employment - Each new small business owner creates an estimated eight direct or indirect local jobs, highlighting their role in community strength [3] - 42% of small business owners plan for moderate growth into small or mid-sized businesses, while only 9% aim for high-level expansion [10] Group 3: Technology and Adaptation - Technology, including reliable internet and AI advancements, is crucial for small businesses to enhance their operations and customer engagement [4][5] - AI tools are helping small businesses automate tasks and adapt quickly to challenges, contributing to their resilience [5] Group 4: Income and Earnings - Two-thirds (65%) of small business owners who rely on their venture as their primary income source are also household breadwinners, contributing significantly to their households [10] - Over 40% of surveyed small business owners earn more than $60,000 annually, with more than 20% earning over $120,000 [10]

Core Insights - GoDaddy (GDDY) is set to report its second-quarter 2025 results on August 7, with expected revenues between $1.195 billion and $1.215 billion, indicating a 7% growth at the midpoint compared to the same quarter last year [1] - The Zacks Consensus Estimate for second-quarter revenues is $1.20 billion, suggesting a 7.1% year-over-year increase [1] - The consensus estimate for earnings is $1.34 per share, reflecting a growth of 21.8% from the previous year's reported figure [2] Revenue Growth Expectations - For Q2 2025, GDDY anticipates Applications & Commerce (A&C) revenue growth in the mid-teens, with A&C revenues estimated at $466 million, representing a 14.8% year-over-year rise [4] - Core platform revenues are expected to grow by 2.6%, with a consensus estimate of $738 million [4] - Bookings are projected at $1.34 billion, indicating a 6.4% increase from the previous year [5] Customer Metrics - GoDaddy's customer count is expected to remain steady at 20.5 million at the end of Q1 2025, with a forecasted increase to 20.67 million for the upcoming quarter [6] - Growth in average order size is anticipated to contribute positively to overall bookings [8] Earnings Performance History - GoDaddy has beaten the Zacks Consensus Estimate in two of the last four quarters, with an average negative earnings surprise of 0.07% [3] Earnings ESP and Zacks Rank - Currently, GoDaddy 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]