GoDaddy 2025 Q3 Earnings Beats Expectations with 12.5% EPS Growth and 10.3% Revenue Increase

GoDaddy (GDDY) exceeded expectations in its fiscal 2025 Q3 earnings report, . , reflecting confidence in its AI-driven innovation and operational discipline.

Revenue

, driven by robust performance across its business segments. The Core Platform segment, which includes domains, hosting, and security, , . Applications and Commerce (A&C), encompassing websites, productivity tools, and commerce solutions, , . Together, these segments underscore the company’s strategic focus on diversifying revenue streams while maintaining core platform stability.

Earnings/Net Income

, . , reflecting improved profitability. The EPS growth and net income increase underscore GoDaddy’s strong operational performance and profitability enhancement.

Post-Earnings Price Action Review

Following the earnings release, , , . While the immediate price action aligns with the positive earnings report, the Zacks Rank #3 (Hold) suggests the stock may trade in line with the broader market in the near term. Analysts note that the valuation gap between the current share price and price targets hinges on sustained revenue growth and margin recovery.

CEO Commentary

GoDaddy CEO emphasized the company’s leadership in the agentic AI era, with AI-driven innovation as a key growth driver. CFO highlighted disciplined execution, strong cash generation, and operational optimization. Both leaders expressed confidence in balancing innovation with long-term value creation.

Guidance

For full-year 2025, , with A&C growth in the mid-teens and Core Platform growth in the mid-single digits. , accounting for headwinds like the .CO registry exit. , .

Additional News

GoDaddy announced a strategic pivot toward agentic AI, . The company also outlined plans to expand its Airo platform, integrating AI tools for domain registration, logo design, and website building. Meanwhile, CFO Mark McCaffrey emphasized disciplined , with a focus on optimizing operational efficiency while accelerating AI innovation.

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GoDaddy’s shares remain under pressure despite strong earnings, trading at a discount to both DCF fair value and analyst price targets. . Risks include competitive pressures from integrated platforms and customer churn, particularly among small-business customers. Investors are advised to monitor execution risks and sector dynamics as the company transitions to AI-driven growth.