Citable filing context
GDDY's research view summarizes recent SEC filing context, starting with debt_offering from Aug 4, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 4, 2026 | debt_offering | GoDaddy entered into a $1.2 billion revolving credit facility, replacing its existing $1 billion facility. |
| Jul 30, 2026 | earnings | GoDaddy reported Q2 2026 revenue of $1.3 billion, a 7% year-over-year increase. |
| Jun 5, 2026 | other | GoDaddy stockholders approved the Amended 2024 Omnibus Incentive Plan and elected nine directors on June 3, 2026. |
| Jul 30, 2026 | Guidance: free_cash_flow | not reported to not reported |
| Jul 30, 2026 | Guidance: nebitda_margin | not reported to not reported |
| Jul 30, 2026 | Guidance: nebitda_margin | 33.00 to not reported |
| Jul 31, 2026 | mda_quarterly | GoDaddy reported strong second-quarter 2026 financial results, with total revenue reaching $1.298 billion, a 6.6% increase year-over-year. Growth was driven by both segments: Applications and Commerce (A&C) revenue rose 11% to $514.8 million, fueled by sustained adoption of subscription-based products, while Core Platform revenue grew 3.9% to $783.2 million, supported by domain registrations and aftermarket sales. Profitability metrics improved significantly, with operating income rising 28.6% to $342.5 million and Normalized EBITDA increasing 13.7% to $434.1 million. The company’s focus on operational efficiency and a shift toward a unified infrastructure platform contributed to these gains. Marketing and advertising expenses remained disciplined, decreasing 6.3% over the first half of the year due to the timing of discretionary spend, though management expects future fluctuations as they promote AI-native solutions like Airo. Liquidity remains robust, with $914 million in cash provided by operating activities during the first half of 2026. Capital allocation remains focused on growth investments and shareholder returns, evidenced by the repurchase of 9.6 million shares for $833.6 million under a $3 billion authorization. The company maintains a stable debt profile, remains in compliance with all covenants, and has $998 million available under its revolving credit facility. |
| May 1, 2026 | mda_quarterly | GoDaddy reported first-quarter 2026 total revenue of $1,266.9 million, a 6.1% increase year-over-year. Growth was primarily driven by the Applications and Commerce segment, which rose 11.6% to $498.2 million due to higher adoption of subscription-based website building and commerce products. The Core Platform segment grew 2.8% to $768.7 million, supported by primary domain registrations and add-on revenues. Operating income increased 25.6% to $310.5 million, and Normalized EBITDA rose 13.5% to $413.5 million. While net income decreased 2.2% to $214.6 million, this was largely due to a one-time tax benefit in the prior-year period. Key operational metrics show an increase in ARPU to $246 and Annualized Recurring Revenue of $4,288.4 million. The company is currently migrating to a cloud-based infrastructure, which increased technology and development expenses, and is investing in AI-native solutions such as Airo. Cash flow from operations grew 16.5% to $471.5 million, supporting $279.7 million in share repurchases during the quarter. The company maintains strong liquidity with $998.6 million available under its revolving credit facility. |
Source: SEC EDGAR filing text and events; period Aug 4, 2026; filed Aug 4, 2026.
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