GoDaddy Inc

Latest Results (15.03.2026):

GoDaddy Inc. reported results for the fourth quarter of 2025, delivering modest revenue growth and stronger profitability: total revenue for Q4 was $1,273.9 million (up ~7% year‑over‑year) and full‑year 2025 revenue was $4,951.1 million (up ~8% y/y). The company expanded its higher‑growth Applications & Commerce business, generated strong free cash flow, repurchased shares, and reiterated revenue and margin growth targets for 2026 while advancing its AI initiatives.

Revenue and bookings

Q4 2025 total revenue was $1,273.9M (up ~6.8–7% y/y) and total bookings were $1,283.2M (up ~5% y/y). Full‑year 2025 revenue was $4,951.1M (up 8% y/y) with total bookings of $5,400.0M (up 7% y/y).

Segment performance

Applications & Commerce (A&C) grew strongly: Q4 A&C revenue $497.7M (up ~13% y/y) and FY A&C $1,889.0M (up 14%). Core Platform revenue was $776.2M in Q4 (up ~3% y/y) and $3,062.1M for FY (up ~5% y/y).

Profitability

Operating income in Q4 was $317.0M (up 24% y/y) with a 24.9% operating margin; full‑year operating income was $1,127.3M (up 26%) with a 22.8% margin. NEBITDA for Q4 was $431.2M (up 12% y/y) with a 33.8% margin; FY NEBITDA was $1,585.9M (up 14%) with a 32.0% margin.

Net income and tax note

Q4 net income was $245.1M (up 23% y/y). Full‑year net income was $875.0M (down 6.6% y/y), with the prior year including a large non‑recurring, non‑cash tax benefit—GoDaddy disclosed a $34.6M one‑time tax benefit in 2025 vs $267.4M in 2024.

Cash generation and capital return

Net cash provided by operating activities was $370.6M in Q4 (up ~9% y/y) and $1,599.4M for the year (up 24%). Free cash flow was $370.3M in Q4 (up ~8%) and $1,613.6M for FY (up 19%). The company repurchased 10.2M shares in 2025 for ~$1.6B.

Customers, ARPU and ARR

Total customers at period end were 20,422 (down 0.4% y/y), with sequential net customer growth of 9,000 in Q4. Average revenue per user (ARPU) rose to $242 (up 10% y/y). Annualized Recurring Revenue (ARR) was $4,336.2M (up 7.3% y/y).

Payments and commerce traction

Gross payments volume (GPV) from GoDaddy's commerce offerings grew to $3.4B, a 31% year‑over‑year increase, supporting the stronger A&C growth and monetization.

Balance sheet and leverage

As of Dec 31, 2025 GoDaddy had cash & equivalents of $1,080.9M, total debt of $3,829.2M and net debt of $2,748.3M. The company continues to target disciplined capital allocation alongside buybacks.

Outlook and strategic initiatives

Guidance for Q1 2026 revenue is $1.250B–$1.270B (~6% y/y at midpoint); full‑year 2026 revenue target is $5.195B–$5.275B (about 6% y/y at midpoint). GoDaddy expects NEBITDA margin ~32% in Q1 and >33% for FY 2026, and free cash flow around $1.8B. The company highlighted expansion of its AI offerings (GoDaddy Airo®, 25 agents in production) and the integration of its Agent Name Service with MuleSoft to support enterprise agentic AI workflows.