GoDaddy (GDDY) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$1.69

$1.53$1.88

vs $1.41+19.6%

11 analysts

Next Qtr

$1.82

$1.57$2.08

vs $1.51+20.3%

11 analysts

Current Yr

$7.12

$6.63$7.69

vs $6.22+14.4%

12 analysts

Next Yr

$8.98

$7.49$10.91

vs $7.12+26.2%

12 analysts

Revenue Estimates

Current Qtr

$1.29B

$1.29B$1.30B

vs $1.22B+6.3%

15 analysts

Next Qtr

$1.33B

$1.31B$1.34B

vs $1.27B+5.1%

15 analysts

Current Yr

$5.25B

$5.22B$5.26B

vs $4.95B+6.0%

16 analysts

Next Yr

$5.55B

$5.50B$5.61B

vs $5.25B+5.9%

16 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for GDDY on EDGAR.

GDDY filing events and research context
Filed	Item	Context
Feb 25, 2026	business	GoDaddy operates a global platform specializing in domain name registration, web hosting, and productivity tools, relying on a critical partnership with Microsoft for email services. The company is transitioning its infrastructure to Amazon Web Services (AWS) to improve scalability and reliability. International markets, particularly in India, Europe, and Canada, account for approximately 33% of total revenue. A key operational driver is the "GoDaddy Guides" customer care model, which generates roughly 8% to 9% of total bookings. Financial performance indicates a decline in net income from $1.37 billion in 2023 to $875 million in 2025. Key risks include pricing sensitivity among small business customers and heavy dependency on ICANN accreditation. Regulatory challenges include compliance with the EU's NIS2 Directive and a 20-year FTC settlement regarding security practices. The company faces significant legal exposure, exemplified by a $170 million patent infringement verdict in the Express Mobile case. Additionally, GoDaddy manages substantial indebtedness through a Credit Facility and Senior Notes, which impose restrictive financial covenants. Macroeconomic headwinds, including foreign currency volatility and geopolitical instability in the Middle East and Ukraine, further threaten growth and profitability.
Feb 25, 2026	mda	GoDaddy reported 2025 total revenue of $4.95 billion, an 8.3% increase, driven by the Applications and Commerce (A&C) segment, which grew 14.3% to $1.89 billion. The Core Platform segment rose 4.9% to $3.06 billion, though growth was partially offset by hosting revenue declines stemming from end-of-life migrations and asset dispositions. Operating income increased 26.2% to $1.13 billion, supported by cloud migration and cost optimization. Key growth drivers include the Airo AI-powered experience, OmniCommerce solutions, and tailored product bundling. Average revenue per user (ARPU) climbed to $242, reflecting successful cross-selling and higher-intent customer acquisition. Customer retention remains stable at approximately 85%, with long-term customers retaining at 90%. Despite losing its status as the registry service provider for the .CO top-level domain, total bookings grew 7.2% to $5.4 billion. The company maintains strong liquidity, generating $1.6 billion in net cash from operating activities. Capital allocation is heavily focused on shareholder returns, with $834.8 million spent on share repurchases in 2025 and a new $3 billion authorization extending through 2027. Normalized EBITDA grew 13.6% to $1.59 billion, signaling improved operational efficiency.
Feb 25, 2026	risk_factors	GoDaddy faces significant legal risks, most notably a patent infringement verdict from Express Mobile, Inc. that could result in losses up to $170 million, and ongoing class action litigation related to the Telephone Consumer Protection Act. Financial flexibility is constrained by restrictive covenants within its Credit Facility and Senior Notes, which limit the company's ability to issue dividends or incur further indebtedness. Market exposure is concentrated in foreign currency fluctuations—specifically the British pound, Canadian dollar, and Euro—and variable interest rates on long-term debt. Operationally, the company relies on data centers in Arizona, Virginia, Singapore, and France, leaving it vulnerable to regional service disruptions. Strategically, the shift toward generative and agentic AI, exemplified by the Airo experience, introduces uncertainty regarding future monetization trends. Furthermore, the company has transitioned out of its role as the registry service provider for the .CO top-level domain, though it maintains its status as an accredited registrar.

Filed

Item

Context

Feb 25, 2026

business

GoDaddy operates a global platform specializing in domain name registration, web hosting, and productivity tools, relying on a critical partnership with Microsoft for email services. The company is transitioning its infrastructure to Amazon Web Services (AWS) to improve scalability and reliability. International markets, particularly in India, Europe, and Canada, account for approximately 33% of total revenue. A key operational driver is the "GoDaddy Guides" customer care model, which generates roughly 8% to 9% of total bookings. Financial performance indicates a decline in net income from $1.37 billion in 2023 to $875 million in 2025. Key risks include pricing sensitivity among small business customers and heavy dependency on ICANN accreditation. Regulatory challenges include compliance with the EU's NIS2 Directive and a 20-year FTC settlement regarding security practices. The company faces significant legal exposure, exemplified by a $170 million patent infringement verdict in the Express Mobile case. Additionally, GoDaddy manages substantial indebtedness through a Credit Facility and Senior Notes, which impose restrictive financial covenants. Macroeconomic headwinds, including foreign currency volatility and geopolitical instability in the Middle East and Ukraine, further threaten growth and profitability.

Feb 25, 2026

mda

GoDaddy reported 2025 total revenue of $4.95 billion, an 8.3% increase, driven by the Applications and Commerce (A&C) segment, which grew 14.3% to $1.89 billion. The Core Platform segment rose 4.9% to $3.06 billion, though growth was partially offset by hosting revenue declines stemming from end-of-life migrations and asset dispositions. Operating income increased 26.2% to $1.13 billion, supported by cloud migration and cost optimization. Key growth drivers include the Airo AI-powered experience, OmniCommerce solutions, and tailored product bundling. Average revenue per user (ARPU) climbed to $242, reflecting successful cross-selling and higher-intent customer acquisition. Customer retention remains stable at approximately 85%, with long-term customers retaining at 90%. Despite losing its status as the registry service provider for the .CO top-level domain, total bookings grew 7.2% to $5.4 billion. The company maintains strong liquidity, generating $1.6 billion in net cash from operating activities. Capital allocation is heavily focused on shareholder returns, with $834.8 million spent on share repurchases in 2025 and a new $3 billion authorization extending through 2027. Normalized EBITDA grew 13.6% to $1.59 billion, signaling improved operational efficiency.

Feb 25, 2026

risk_factors

GoDaddy faces significant legal risks, most notably a patent infringement verdict from Express Mobile, Inc. that could result in losses up to $170 million, and ongoing class action litigation related to the Telephone Consumer Protection Act. Financial flexibility is constrained by restrictive covenants within its Credit Facility and Senior Notes, which limit the company's ability to issue dividends or incur further indebtedness. Market exposure is concentrated in foreign currency fluctuations—specifically the British pound, Canadian dollar, and Euro—and variable interest rates on long-term debt. Operationally, the company relies on data centers in Arizona, Virginia, Singapore, and France, leaving it vulnerable to regional service disruptions. Strategically, the shift toward generative and agentic AI, exemplified by the Airo experience, introduces uncertainty regarding future monetization trends. Furthermore, the company has transitioned out of its role as the registry service provider for the .CO top-level domain, though it maintains its status as an accredited registrar.

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GDDY filing events and research context

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