Godaddy 2025 Q2 Earnings Strong Performance as Net Income Surges 36.6%

Godaddy (GDDY) reported its fiscal 2025 Q2 earnings on August 8, 2025. The company delivered robust results, with revenue and earnings both surpassing the previous year's figures. The performance aligns with management's expectations and reflects the company's continued focus on high-intent customers and platform innovation.

Godaddy reported total revenue of $1.22 billion for Q2 2025, an 8.3% increase compared to $1.12 billion in Q2 2024. The revenue growth was driven by solid contributions from both its core platform and applications and commerce segments.

Revenue
Godaddy's total revenue for the quarter was $1.22 billion, reflecting an 8.3% year-over-year increase. The Core platform segment contributed $753.70 million, serving as the backbone of the company's performance, while the Applications and Commerce segment added $463.90 million to the revenue mix. Together, these segments underscore the company's balanced approach to growth and diversification.

Earnings/Net Income
Godaddy’s earnings per share (EPS) grew by 38.5% to $1.44 in Q2 2025, up from $1.04 in the same period last year. The company’s net income surged to $199.90 million, marking a 36.6% increase from $146.30 million in Q2 2024. These results reflect improved profitability and operational efficiency, positioning Godaddy for continued earnings momentum.

Price Action
Over the past month, Godaddy’s stock has experienced significant volatility. The stock has dropped 3.05% in the latest trading day, 7.01% during the most recent full trading week, and 15.13% month-to-date as of August 8, 2025.

Post-Earnings Price Action Review
A strategy of buying Godaddy shares 30 days after its quarterly earnings release has delivered impressive returns over the past three years. This approach generated a 135.71% total return, significantly outperforming the benchmark return of 68.19%. The strategy produced an excess return of 67.52%, highlighting its effectiveness in capturing gains beyond the broader market. With a compound annual growth rate (CAGR) of 37.21% and a maximum drawdown of 0.00%, the strategy demonstrated strong risk-adjusted performance and capital preservation.

CEO Commentary
GoDaddy CEO Aman Bhutani attributed the company’s strong second-quarter results to strategic innovation and the transformative potential of agentic AI. He emphasized the company's clear product roadmap for sustained, profitable growth and value creation. CFO Mark McCaffrey highlighted the durability of the GoDaddy business model and the company’s consistent execution, with a focus on high-intent customers offering greater lifetime value. He reiterated the company's commitment to maximizing free cash flow while enhancing the GoDaddy platform.

Guidance
For the third quarter ending September 30, 2025, GoDaddy expects total revenue between $1.22 billion and $1.24 billion, representing approximately 7% year-over-year growth at the midpoint. For the full year, revenue guidance has been raised to $4.89 billion to $4.94 billion, reflecting 7% growth at the midpoint compared to 2024. The company also anticipates mid-teens growth in A&C revenue and low single-digit growth in Core revenue for both the third quarter and the full year.

Additional News
On the same date as GoDaddy's earnings report, several notable news items emerged from Nigeria. Air Peace, a Nigerian airline, announced that it had been defrauded of $2 million by a foreign firm, as confirmed by its CEO, Alex Onyema. In another development, the Nigerian National Petroleum Corporation (NNPC) took disciplinary action after an employee was caught under-dispensing fuel. The attendant was fired, and the manager was suspended pending a full investigation.

Meanwhile, the Nigeria Federal Road Safety Corps (FRSC) and other law enforcement agencies issued warnings about rising road safety concerns, including several fatal incidents involving commercial vehicles and pedestrians. Additionally, the Nigerian Examinations Council (NECO) and the West African Examinations Council (WAEC) faced scrutiny over grading errors in recent examinations, prompting official apologies and revised results for affected candidates.

In the political sphere, several developments highlighted growing public and political discourse. The All Progressives Congress (APC), the ruling party, began registration efforts in Akwa Ibom State as part of its broader strategy to consolidate support ahead of future elections. Political figures and analysts debated the performance of state governors and the implications for national governance.