GoDaddy reported third-quarter revenue of $1,341.8 million, up 6.0%, and net income of $261.8 million, up 24.4%, for the three months ended September 30, 2026. Operating income rose 22.2% to $362.5 million.
GDDY · GoDaddy Inc.
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GoDaddy Inc. reported third-quarter revenue of $1.3 billion, up 6% year-over-year, and operating income of $362.5 million, up 22%, while Airo’s annualized bookings run rate exceeded $100 million.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. GoDaddy delivered Q2 revenue of $1.3B (+7%) and NEBITDA margin of 33.4% (>200bps expansion), while Airo's annualized bookings run rate jumped 5x to $50M; the company narrowed full-year 2026 revenue guidance to $5.215B-$5.255B (6% growth at midpoint) and reaffirmed full-year NEBITDA margin of >33% and free cash flow of ~$1.8B. However, A&C bookings from traditional products (e.g., do-it-for-you, Websites+Marketing) are moderating as capabilities migrate into Airo, and Q2 NEBITDA benefited from timing shifts expected to reverse in H2.
- + Q2 revenue grew 7% to $1.3B and NEBITDA margin expanded >200bps to 33.4%, with FCF of $443.5M
- + Airo annualized bookings run rate surged 5x to $50M from $10M one quarter ago
- + Repurchased ~$852M YTD through July 29, reducing fully diluted shares by 7%; full-year FCF target of ~$1.8B reaffirmed
- + Full-year revenue guidance narrowed to $5.215B-$5.255B (6% growth at midpoint) with A&C growth expected in low double digits
- + International revenue grew 8% to $427M; A&C revenue grew 11% to $514.8M with segment EBITDA margin +250bps to 46.8%
- − A&C bookings from traditional products (do-it-for-you, Websites+Marketing) are moderating as capabilities migrate into Airo, creating an estimated ~100bps drag on total bookings this quarter
- − Q3 faces the toughest compare against strong aftermarket performance last year; Q3 revenue guided to 5% growth at midpoint (~$1.315B-$1.335B)
- − Management expects the need for traditional products like do-it-for-you services and template-based website builders to narrow and evolve over time as AI reshapes customer behavior
- − Transition timeline for Airo ramp remains uncertain, with management declining to put a timetable on when Airo will offset traditional-product headwinds
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Annualized bookings run rate for Airo | 100M | third quarter | — |
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| Annualized recurring revenue | 4.51B | Nine Months Ended September 30, 2026 | — |
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| Average revenue per user (ARPU) | $253 | Nine Months Ended September 30, 2026 | — |
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| Free cash flow non-GAAP | 1.4B | Nine Months Ended September 30, 2026 | — |
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| NEBITDA non-GAAP | 1.3B | Nine Months Ended September 30, 2026 | — |
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| NEBITDA Margin non-GAAP | 33.2% | Nine Months Ended September 30, 2026 | — |
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| Net debt non-GAAP | 2.69B | September 30, 2026 | — |
| Segment EBITDA - A&C non-GAAP | 712.3M | Nine Months Ended September 30, 2026 | — |
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| Segment EBITDA - Core non-GAAP | 784.3M | Nine Months Ended September 30, 2026 | — |
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| Segment EBITDA margin - A&C non-GAAP | 46.3% | Nine Months Ended September 30, 2026 | — |
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| Segment EBITDA margin - Core non-GAAP | 33.1% | Nine Months Ended September 30, 2026 | — |
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| Total bookings | 4.31B | Nine Months Ended September 30, 2026 | — |
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| Total customers | 20.5M | third quarter | — |
| Normalized EBITDA non-GAAP | $434.1M | the three months ended June 30, 2026 filing | — |
| Total Segment EBITDA non-GAAP | $503M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GDDY
this stock
GoDaddy Inc.
|
$13.84B | -8.0% | +8.3% | 15.6 | 5.2% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 30, 2026
- This year
- 12
GoDaddy reported third-quarter revenue of $1,341.8 million, up 6.0%, and net income of $261.8 million, up 24.4%, for the three months ended September 30, 2026. Operating income rose 22.2% to $362.5 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GDDY | -0.2% | +7.7% | +28.2% | -2.7% | -8.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.8% | +8.9% | +27.7% | -2.5% | -18.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.