GoDaddy 2025 Q3 Earnings Beats Expectations, Net Income Rises 10.5%

GoDaddy (GDDY) delivered a strong Q3 2025 performance, exceeding revenue and EPS estimates while raising full-year guidance. The stock dipped slightly post-earnings, reflecting cautious investor sentiment amid strategic shifts and market dynamics.

Revenue

, driven by robust growth in both key segments. The Core Platform, which includes domains, hosting, and security, , . Applications and Commerce (A&C), encompassing websites, productivity tools, and payments, , . This segment growth underscored the company’s expanding footprint in digital solutions and commerce.

Earnings/Net Income

, . This demonstrated robust earnings growth, supported by margin expansion and disciplined cost management.

Price Action

Post-earnings, , , . Despite the revenue and EPS beats, , reflecting mixed market reactions to guidance adjustments.

Post-Earnings Price Action Review

The stock’s short-term volatility highlights the challenges of a 30-day holding strategy post-earnings. While GoDaddy’s Q3 results beat estimates, historical data on revenue surprises remains limited, with only two instances in the past four quarters. This restricts the reliability of a backtest for the “buy on beat and hold” strategy. Additionally, Q4 guidance slightly below estimates and AI-related investments contributed to the post-earnings dip. However, long-term fundamentals remain positive, with margin expansion and AI-driven growth initiatives positioning the company for future momentum.

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CEO Commentary

CEO Aman Bhutani emphasized GoDaddy’s leadership in the agentic AI era, highlighting Airo.ai’s role in enhancing customer offerings. CFO noted disciplined execution and strong cash flow generation, reinforcing confidence in the company’s strategic balance between innovation and operational efficiency.

Guidance

, . , factoring in registry contract headwinds and excluding high-value Aftermarket transactions. , .

Additional News

, accelerating product innovation. The company maintains a Zacks Rank #3 (Hold), indicating in-line performance with the market. Morningstar’s analysis notes GoDaddy’s strategic shift to agentic AI as a key growth driver, though valuation gaps and customer churn risks remain concerns.

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