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GDDY

Godaddy·NYSE
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GDDY fundamentals

Godaddy (GDDY) released its earnings on Feb 24, 2026: revenue was 1.27B (YoY +6.82%), beat estimates; EPS was 1.8 (YoY +32.35%), beat estimates.
Revenue / YoY
1.27B
+6.82%
EPS / YoY
1.8
+32.35%
Report date
Feb 24, 2026
GDDY Earnings Call Summary for Q4,2025
  • Revenue Growth and Margin Expansion: Full-year revenue of $5 billion (8% YoY), with EBITDA margin at 32% and free cash flow of $1.6 billion. Q4 revenue up 7% YoY.
  • AI-Driven Innovation: Airo.ai with 25 live agents, AI-generated code for 100% of new codebases, and an AI sales agent with 6-week success. ANS integrates with MuleSoft, extending GoDaddy's infrastructure into the agentic economy.
  • Go-to-Market Strategy: Promotional 1-year domain offer increased new customers but reduced upfront bookings. New website builder with AI features launching soon.
  • 2026 Outlook: Revenue guidance of $5.19B-$5.275B (6% midpoint growth), EBITDA margin >33%, and free cash flow of $1.8 billion. Q1 bookings lag revenue, but full-year growth rates expected to align.
  • Customer Engagement: ARPU up 10% to $242, with 11% growth in high-value cohorts (> $500 annual spend). Retention rates above 85%.
EPS
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
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Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
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Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
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Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.24-4.060.380.410.060.270.580.520.410.560.630.60.30.540.897.852.761.011.321.361.511.411.511.8
Forecast
0.17070.1540.33930.36420.3250.32150.390.41180.41820.48560.59780.61870.47360.56320.72521.55890.9511.0621.22931.441.37991.35011.46451.5785
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+40.60%
-2736.36%
+12.00%
+12.58%
-81.54%
-16.02%
+48.72%
+26.27%
-1.96%
+15.32%
+5.39%
-3.02%
-36.66%
-4.12%
+22.72%
+403.56%
+190.22%
-4.90%
+7.38%
-5.56%
+9.43%
+4.44%
+3.11%
+14.03%
Revenue
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
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Q4,2020
Q1,2021
Q2,2021
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Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
----------------------792.00M806.40M844.40M873.90M901.10M931.30M964.00M1.02B1.00B1.02B1.03B1.04B1.04B1.05B1.07B1.10B1.11B1.12B1.15B1.19B1.19B1.22B1.27B1.27B
Forecast
----------------------789.86M794.43M835.25M865.16M885.25M920.24M945.72M973.10M989.20M1.02B1.04B1.04B1.04B1.05B1.07B1.10B1.10B1.11B1.14B1.18B1.19B1.21B1.23B1.27B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+0.27%
+1.51%
+1.10%
+1.01%
+1.79%
+1.20%
+1.93%
+4.75%
+1.37%
-0.10%
-0.28%
-0.42%
-0.36%
-0.65%
+0.43%
-0.15%
+1.09%
+0.94%
+0.33%
+1.30%
+0.42%
+0.86%
+2.61%
+0.31%

Earnings Call