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GoDaddy (DE:38D)
FRANKFURT:38D
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.29Last Year’s EPS
1.28Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive picture: healthy revenue and ARR growth, strong margin expansion, robust free cash flow generation, significant AI-driven operational progress, and strategic product initiatives (Airo.ai and ANS) with early validation. Near-term headwinds include promotional-induced term-mix shifts that reduced up-front bookings and near-term revenue, the expiration of the .CO registry contract and exclusion of some aftermarket revenue, some deceleration in bookings vs. revenue early in 2026, and early-stage monetization for Airo.ai. Management expects these headwinds to be temporary or manageable and provided guidance that assumes modest impacts while maintaining margin and free cash flow targets.Company Guidance
Revenue Growth and Strong Q4 Execution
Total revenue grew 7% year-over-year in Q4 to $1.3 billion, coming in at the high end of guidance. Full-year revenue was approximately $5.0 billion, up 8% year-over-year.
Normalized EBITDA and Margin Expansion
Full-year normalized EBITDA grew 14% to $1.6 billion with a margin of 32% (150 basis points expansion year-over-year). Q4 normalized EBITDA grew 12% to $431 million with a margin of 34% (up 160 basis points and above guidance).
Robust Free Cash Flow and Shareholder Returns
Free cash flow grew 19% year-over-year to $1.6 billion for the full year, with conversion of normalized EBITDA to free cash flow greater than 1:1. In 2025 GoDaddy deployed 100% of free cash flow, repurchasing 10.2 million shares for $1.6 billion (reducing fully diluted shares ~33% since 2021).
Applications & Commerce (A&C) Momentum
A&C revenue grew 14% for the year and 13% in Q4 to $498 million; A&C ARR grew 12% and segment EBITDA margin improved 40 basis points to 47%. A&C bookings grew 11% in Q4.
Core Platform Resilience
Core Platform revenue grew 5% for the year and 3% in Q4 to $776 million, driven by aftermarket (+8%) and primary domains (+5%). Core Platform segment EBITDA margin expanded 70 basis points to 35% in Q4.
Domain Funnel and ARR Growth
ARR increased 7% year-over-year to $4.3 billion. Domains remain a durable acquisition funnel and aftermarket strength contributed meaningfully to growth.
AI and Product Innovation (Airo.ai & ANS)
Airo.ai launched in beta with 25 agents live and early monetization; Airo cohorts have cumulative annual spend growing in the high teens and nearly 30% faster velocity to second product attach versus non-Airo cohorts. Agent Name Service (ANS) announced integration with MuleSoft, validating enterprise interest in domain-anchored agent identity.
Operational Leverage Driven by AI
Company reports majority of new code is AI-generated, internal AI agents handling sales calls and back-office tasks, and AI-driven efficiencies as a material driver of margin expansion and productivity.
Strong Balance Sheet and Liquidity
Exited year with $1.1 billion cash and total liquidity of $2.1 billion. Net debt $2.7 billion resulting in net leverage of 1.6x (trailing 12 months), within target range.
2026 Guidance Indicates Continued Strength
Full-year 2026 revenue outlook of $5.195B–$5.275B (~6% growth at midpoint); normalized EBITDA margin expected to exceed ~33%; free cash flow guidance of ~ $1.8 billion and continued >1:1 conversion.
DE:38D Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:38D Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | €109.00 | €113.00 | +3.67% |
Aug 07, 2025 | €131.00 | €125.00 | -4.58% |
May 01, 2025 | €164.00 | €168.00 | +2.44% |
Feb 13, 2025 | €198.00 | €178.00 | -10.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does GoDaddy (DE:38D) report earnings?
GoDaddy (DE:38D) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is GoDaddy (DE:38D) earnings time?
GoDaddy (DE:38D) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of GoDaddy stock?
The P/E ratio of GoDaddy is N/A.
What is DE:38D EPS forecast?
DE:38D EPS forecast for the fiscal quarter 2026 (Q1) is 1.29.