GoDaddy Inc. Earnings Recaps
Q1 2026
May 1, 2026
Headline Summary: GoDaddy reported Q1 2026 results that were largely in line with investor expectations, with the stock closing up 1.2% following earnings. Modest revenue growth and continued margin expansion were accompanied by early progress in AI-native products and operational efficiency initiatives. Key Takeaways:
Key takeaways
- Revenue grew 6% year-over-year, as GoDaddy emphasized operational execution and structural leverage.
- Normalized EBITDA margin expanded to 33%, an increase of over 200 basis points from the prior year.
- Free cash flow increased 15%, underpinned by disciplined investment and focus on long-term shareholder returns.
- AI-native products, notably Airo AI Builder, reached a $10 million plus annualized bookings run rate within weeks of launch, with encouraging early adoption.
- Company highlighted additional progress in deploying AI for product innovation and internal efficiencies, while maintaining margin discipline as distribution and marketing efforts scale.
Q3 2025
Oct 31, 2025
GoDaddy reported robust Q3 2025 results, with total revenue growth of 10% and A&C bookings accelerating to 14%, leading the company to raise its full-year revenue guidance to 8%.
Key takeaways
- Total revenue increased by 10% year-over-year, with A&C bookings growth accelerating to 14%.
- Normalized EBITDA margin improved to 32%, reflecting operational efficiency.
- Significant advancements in AI capabilities with the launch of five new Airo agents designed to enhance customer experience.
- GoDaddy is transitioning from Generative AI to an Agentic AI platform, reimagining internal processes for greater efficiency.
- Full-year 2025 revenue guidance raised to 8%, which aligns with the top end of the company's previous projections.