GoDaddy Inc

Latest Results (17.12.2025):

GoDaddy Inc. reported third quarter 2025 results: total revenue of $1,265.3 million (up 10% year‑over‑year) driven by growth in Applications & Commerce and Core Platform, with the company emphasizing profitable growth, strong cash generation and progress on its agentic AI strategy.

Revenue and bookings

Total revenue was $1,265.3M, up 10.3% y/y; total bookings were $1,354.5M, up 9.1% y/y. Applications & Commerce revenue rose 13.7% to $481.0M; Core Platform revenue rose 8.3% to $784.3M. International revenue increased 14.4% to $422.5M.

Profitability

Operating income was $296.7M (up 16.9% y/y) representing a 23.4% operating margin. Net income was $210.5M (up 10.5% y/y). Normalized EBITDA (NEBITDA) was $408.6M (up 11.5% y/y) with a 32.3% NEBITDA margin.

Cash flow

Net cash provided by operating activities was $444.2M (up 25.1% y/y) and free cash flow was $440.5M (up 21.5% y/y). Year‑to‑date through Oct 28, 2025, GoDaddy repurchased 9.0 million shares for approximately $1.4B.

Customers and ARPU

Total customers at period end were 20,413 (down 1.5% y/y). Average revenue per user (ARPU) was $237, up 10.2% y/y. Annualized recurring revenue (ARR) was $4,293.5M, up 8.0% y/y.

Balance sheet

As of Sept 30, 2025, cash and cash equivalents were $923.7M, total debt was $3.8B and net debt $2.9B.

Guidance

GoDaddy raised full‑year 2025 revenue guidance to $4.930B–$4.950B (≈+8% at midpoint). Q4 2025 revenue guidance is $1.255B–$1.275B (≈+6% at midpoint). Expected NEBITDA margin ~33% for Q4 and ~32% for the full year; full‑year free cash flow expected ~ $1.6B.

Product and AI progress

GoDaddy highlighted evolution of Airo from generative to agentic AI, launching five new Airo agents and live testing on Airo.ai, and introduced the Agent Name Service (ANS) as an identity protocol for AI agents built on DNS infrastructure. Summarized from source with an LLMView Source