GDDY · GoDaddy Inc.
Price & Indicators
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Metrics snapshot
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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
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GDDY
this stock
GoDaddy Inc.
|
$12.30B | -24.2% | +8.3% | 14.4 | 6.1% |
|
MSFT
Microsoft Corp
|
$3.83T | +5.2% | +6.9% | 28.8 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$455.79B | +5.2% | +56.2% | 162.1 | 2.5% |
|
ORCL
Oracle Corp
|
$414.55B | -29.3% | +17.3% | 21.5 | 1.7% |
|
PANW
Palo Alto Networks Inc
|
$306.54B | +110.9% | +29.0% | — | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GDDY | -4.3% | -3.9% | +16.4% | -3.9% | -24.2% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -3.1% | -3.5% | +3.3% | -3.5% | -36.3% |
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.