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- **Revenue Beats Guidance**: Q3 revenue $1.3B (+10%), A&amp;C up 14%.
- **AI Innovation**: 5 new Airo agents launched, 45% AI-generated code.
- **Customer Cohort Strength**: 10% ARPU growth in high-intent cohort.
- **Free Cash Flow Target**: $1.6B for 2025.
- **2026 Outlook**: A&amp;C mid-teens growth.


**【CEO Summary Section】**
- Q3 revenue grew 10% to $1.3 billion, exceeding guidance, driven by 14% A&amp;C segment growth.
- Launched 5 new Airo agents for tasks like domain buying, website building, and logo design, with plans for weekly agent releases.
- AI-generated code reached 45% of total code in Q3, reducing product cycle times.
- Customer cohort ($500+ ARR) now represents 10% of base, with 10% ARPU growth and 85% retention.

**【CFO Financial Commentary】**
- Raised full-year 2025 revenue guidance to $4.93-$4.95 billion (8% growth), with Q4 guide of $1.255-$1.275 billion.
- Free cash flow of $440 million (18% growth), with $1.4 billion buyback year-to-date.
- Normalized EBITDA of $409 million (32% margin), with 2025 free cash flow target of $1.6 billion.

**【Q&A Key Highlights】**
- **AI & Domain Impact**: CEO sees AI-driven website creation boosting domain demand, with Airo.ai testing new monetization models.
- **Customer Metrics**: High-intent cohort ($500+ ARR) shows 10% ARPU growth, 85% retention, and 14% A&amp;C bookings growth.
- **Internal AI Efficiency**: 45% of code generated by AI, reducing product cycle times and enabling weekly agent launches.
- **2026 Outlook**: A&amp;C growth expected in mid-teens, Core Platform in low-single digits, with 33% EBITDA margin guidance.


GoDaddy Inc. (GDDY) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: Q2 revenue up 8% to $1.2B, driven by 14% A&amp;C segment growth. Full-year guidance raised to $4.89-4.94B (+7% midpoint).
- **AI Success**: Airo cohorts (9% of base) have near-perfect retention, 10% ARPU growth to $230. Ask Airo tests show higher engagement; full rollout by end-2025.
- **Free Cash Flow**: Q2 free cash flow $392M (+21%), guidance raised to $1.6B (18% growth). EBITDA-to-free cash flow >1:1.
- **Customer Metrics**: High-intent customers (> $500 spend) growing fast, with Airo driving multiproduct adoption. Monthly net adds positive last 2 months.

**【CEO Summary Section】**
- **Revenue Growth and Strategy**: Q2 revenue grew 8% to $1.2 billion, driven by A&amp;C segment expansion (14% growth) and AI-powered customer engagement. Airo cohorts (customers spending >$500 annually) now represent 9% of the base, with near-perfect retention and higher average order size.
- **AI and Product Innovation**: Launched Ask Airo, an AI-driven conversational experience, and tested AI-generated coding for faster product development. Airo Plus and Rate Saver (credit card surcharge reduction tool) are gaining traction, with attach rates climbing.
- **Customer Cohorts and Retention**: High-intent customers (>$500 spend) grew meaningfully, with ARPU up 10% to $230. Airo is a key driver of multiproduct adoption and lifetime value.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP revenue $1.2B (+8%), A&amp;C revenue $464M (+14%), normalized EBITDA $382M (+15%), free cash flow $392M (+21%). Raised 2025 free cash flow guidance to $1.6B (18% growth) and revenue to $4.89-4.94B (+7% midpoint).
- **Margin Expansion**: Normalized EBITDA margin 31% (up 200bps), free cash flow conversion >1:1. Full-year EBITDA margin target 33% by end-2025.
- **Balance Sheet**: $1.1B cash, $2.1B liquidity, $900M share buybacks YTD. Net debt $2.8B (1.6x leverage).

**【Q&A Key Highlights】**
- **Airo Impact**: Airo cohorts outperform non-Airo on ARPU (+10%), attach rates, and retention. Ask Airo tests show higher engagement; full rollout planned by end-2025.
- **Customer Growth**: Excluding migration headwinds, monthly net adds positive last 2 months. Expect return to growth later this year as high-intent cohorts scale.
- **AI Integration**: Internal AI tools (e.g., anomaly detection) reduce process time from days to minutes. Agentic AI will enable autonomous website optimization and partner integrations.
- **Risks**: .co registry exit (50bps Q4 bookings headwind) and macroeconomic uncertainty. No material impact on 2026 targets.
- **Competitive Position**: Domain registrar leadership (29% global market share) and AI-driven customer experience differentiate GoDaddy in SMB tech.

GoDaddy Inc. (GDDY) Q2 2025 Earnings Call Transcript

- **8% Revenue Growth Driven by AI**: Q1 bookings up 8%, with Airo customers buying 2+ products at 13-month rate.
- **$411M Free Cash Flow Growth**: 26% YoY increase, supported by 31% EBITDA margin and $3B new share buyback.
- **Agentic AI Agents Now Live**: Automating complex tasks for SMBs, with early Airo Plus tests showing engagement lift.
- **85%+ Customer Retention**: Services-based SMBs resilient despite macro headwinds, driving 26% free cash flow growth.

**【CEO Key Initiatives】**
- **Revenue Growth & Margin Expansion**: Q1 bookings grew 8%, with normalized EBITDA margin expanding to 31%. AI-driven initiatives like Airo are boosting customer retention and LTV.
- **Airo & Agentic AI**: Airo customers show 13-month attach rates for 2+ products, with Agentic AI agents now handling complex tasks across GoDaddy's ecosystem.
- **Commerce Expansion**: Gross payments volume (GPV) growth driven by high-margin offerings like GoDaddy Capital and same-day payouts.

**【CFO Financial Highlights】**
- **Topline Performance**: Total revenue $1.2B (+8% YoY), A&C segment up 17% to $446M. Free cash flow rose 26% to $411M.
- **Profitability**: GAAP net income $420M, Non-GAAP EPS $1.08 (vs. $0.95 guidance). ARPU increased 9% to $225.
- **Balance Sheet**: Completed $4B share buyback, reducing diluted shares by 25%. New $3B repurchase authorization approved.

**【Q&A Key Themes】**
- **Macroeconomic Resilience**: 85%+ customer retention despite macro uncertainty; services-based SMBs show resilience.
- **Airo Plus Adoption**: Early Airo Plus tests show improved engagement, with agents automating tasks like email marketing.
- **Customer Growth Strategy**: Returning to net customer growth in 2H25 by focusing on high-intent, higher-LTV cohorts.
- **Tariff Impact**: No material direct exposure; GoDaddy's one-stop-shop value proposition mitigates macro risks.

GoDaddy (GDDY)-1 May 25-2025 Q1 Earnings call transcript

- **Revenue & Margin Expansion**: 8% revenue growth to $4.6B, 31% EBITDA margin (up 400 bps YoY) driven by pricing/bundling and cost optimization.
- **Airo Breakthrough**: Airo bookings +21%, 50% of websites start via Airo. Airo Plus testing monetization through AI design tools. Super Bowl ad boosted Airo landing page traffic to top 6 on GoDaddy.
- **Customer Quality Shift**: ARPU +8% to $220, 50%+ customers buying 2+ products. Returning to positive customer growth in 2025.
- **2025 Outlook**: Revenue $4.86-4.94B (+7% midpoint), free cash flow $1.5B (+11%). Target 33% EBITDA margin by 2026.
- **AI Innovation**: Agentic AI to enhance Airo with personalized recommendations. First Airo cohort shows 200 bps improvement in renewal rates.


**【CEO Summary Section】**
- **Revenue Growth & Margin Expansion**: Total revenue grew 8% YoY to $4.6 billion, with Applications & Commerce (A&C) revenue up 16% to $1.7 billion. Normalized EBITDA margin expanded to 31%, up 400 basis points YoY, driven by pricing/bundling and cost optimization.
- **Airo Momentum**: Airo bookings grew 21%, with 50% of website subscriptions originating from Airo. Airo Plus launched in Q4, testing monetization through AI-powered design tools and marketing suite. Super Bowl ad boosted Airo awareness, with landing page traffic jumping to top 6 on GoDaddy's site.
- **Customer Value Focus**: Shifted to high-LTV customers, reducing total customers to 20.5 million but increasing ARPU by 8% to $220. New cohorts show 16% higher order size and improved retention rates for domains and websites.

**【CFO Financial Commentary】**
- **Q4 Financials**: Revenue $1.2 billion (+8% YoY), A&C revenue $441 million (+17%). Normalized EBITDA $385 million (+19%), margin 32% (up 300 bps). Free cash flow $342 million (+12%). Full-year free cash flow $1.4 billion (+25%).
- **2025 Outlook**: Revenue $4.86-4.94 billion (+7% midpoint). A&C growth mid-teens, Core Platform low single digits. Normalized EBITDA margin target 33% by 2026. Free cash flow guidance $1.5 billion (+11%).
- **Balance Sheet**: $1.1 billion cash, $2.8 billion net debt (1.7x leverage). Share buybacks $668 million in 2024, targeting 20%+ reduction in shares outstanding.

**【Q&A Highlights】**
- **Pricing & Bundling**: 2025 focus on presence products (hosting, websites) and customer cohorts, targeting material contribution. 2024 results exceeded expectations, with 21% A&C bookings growth.
- **Customer Growth**: Returning to positive in 2025, driven by Airo monetization and higher-quality customer acquisition. ARPU up 8%, 50%+ customers buying 2+ products.
- **AI Impact**: Agentic AI to enhance Airo with personalized recommendations. First Airo cohort shows 200 bps improvement in renewal rates for domains and websites.
- **GPV Growth**: Annualized gross payment volume $2.6 billion (+55%), with focus on expanding payments processing options and same-day payouts.
- **Capital Allocation**: Maintaining disciplined buyback program, targeting 20%+ share reduction. No change to M&A strategy, focusing on organic growth.


GoDaddy (GDDY)-13 Feb 25-2024 Q4 Earnings call transcript

GoDaddy (GDDY)-30 Oct 24-2024 Q3 Earnings call transcript

Godaddy Inc - Ordinary Shares (GDDY)-1 Aug 24-2024 Q2 Earnings call transcript

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Godaddy (GDDY)-5 Aug 18-2018 Q2 Earnings call transcript

Godaddy (GDDY)-14 May 18-2018 Q1 Earnings call transcript

Godaddy (GDDY)-22 Feb 18-2017 Q4 Earnings call transcript

Godaddy (GDDY)-6 Nov 17-2017 Q3 Earnings call transcript

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