GoDaddy Inc

GDDY

Equity

ISIN null / Valor 24674951

New York Stock Exchange, Inc (2026-09-01)

USD 100.55+2.73%

GoDaddy Inc
UMushroom community rating:

0.00 0 votes No rating yet

NegativeNeutralPositive

About company

GoDaddy Inc. is a publicly traded technology company that provides the tools and services small businesses, entrepreneurs and individuals use to establish and run websites and online storefronts. Its core offerings include domain name registration and management, web and WordPress hosting, a drag‑and‑drop website builder and e‑commerce capabilities, along with email, marketing and SEO tools and security products such as SSL certificates and malware protection. The company sells these services on a subscription and add‑on basis to a broad, primarily small‑business customer base across multiple countries, positioning itself as an integrated platform for creating, managing and promoting an online presence.

Summarized from source with an LLMView SourceSector: Technology

Revenue

Total revenue for Q2 2026 was $1.298 billion, up 7% year‑over‑year (6% constant currency). Total bookings were $1.422 billion, up 6% (5% constant currency). Applications & Commerce revenue grew 11% to $514.8 million; Core Platform revenue grew 4% to $783.2 million.

Profitability

Operating income was $342.5 million, up 29% year‑over‑year, with a 26.4% operating margin. Net income was $240.1 million (+20%) with an 18.5% net income margin. NEBITDA was $434.1 million (+14%) representing a 33.4% NEBITDA margin.

Cash Flow

Q2 net cash provided by operating activities was $442.5 million (+16% YoY) and free cash flow was $443.5 million (+13% YoY). For the full year, GoDaddy reaffirmed a free cash flow target of approximately $1.8 billion.

AI / Airo Momentum

Airo continued rapid adoption, reaching a $50 million annualized bookings run rate in Q2 (five times the $10 million run rate the prior quarter), and GoDaddy announced initiatives around Agent Name Service and Agentic Resource Discovery partnerships.

Customers & ARPU

Total customers were 20.5 million (net increase of ~22k in the quarter; +35k since Dec 31, 2025). ARPU rose to $250, up 8.7% year‑over‑year. Annualized recurring revenue (ARR) was $4.421 billion, up 5.7% YoY.

Share Repurchases & Capital Allocation

Through July 29, 2026, GoDaddy repurchased 9.8 million shares for $851.8 million, reducing fully diluted shares outstanding by about 7% year‑to‑date, reflecting continued returns‑focused capital allocation.

Balance Sheet

As of June 30, 2026, cash and cash equivalents were $1.156 billion, total debt was $3.817 billion, and net debt was $2.661 billion.

Outlook

For Q3 2026, GoDaddy expects revenue of $1.315–$1.335 billion (~5% growth at midpoint). Full‑year 2026 revenue guidance was narrowed to $5.215–$5.255 billion (~6% growth at midpoint). Management targets NEBITDA margin ~33% for Q3 and >33% for the full year, and reaffirms ~ $1.8 billion free cash flow for 2026.

Summarized from source with an LLMView Source

Key figures

-32.2%1Y

38.4%3Y

35.9%5Y

Performance

41.8%1Y

33.7%3Y

33.9%5Y

Volatility