The earnings call reflects a strong performance with significant advancements in AI technology and growth in key financial metrics, particularly in A&C bookings and free cash flow. The company faces some challenges with the Dotco registry transition and customer count, but these are outweighed by the overall positive momentum and strategic initiatives.

Company Guidance

During GoDaddy's second-quarter 2025 earnings call, the company reported strong financial performance and raised its full-year free cash flow guidance to approximately $1.6 billion. Key metrics highlighted include a 12% growth in Applications and Commerce (A&C) bookings, a nearly 200 basis point expansion in normalized EBITDA margin, and a 21% increase in free cash flow. Total revenue grew by 8% to $1.2 billion, with A&C revenue climbing 14% to $464 million, and annual recurring revenue reaching $4.2 billion. The Core Platform segment also saw revenue growth of 5% to $754 million. Notably, GoDaddy's high-margin A&C segment now accounts for 38% of total revenue, and the company experienced a 10% increase in average revenue per user (ARPU) to $230. GoDaddy's strategic initiatives, such as the integration of AI technologies like Airo and advancements in pricing and bundling, have contributed to these robust results, with the company reaffirming its commitment to maximizing free cash flow and achieving its 2026 financial targets.

Strong A&C Bookings Growth

A&C bookings grew 12% against the toughest comparison for the year, with normalized EBITDA margin expanding nearly 200 basis points. A&C revenue growth reached 14%, contributing to a record annualized run rate of approximately $2 billion.

Free Cash Flow and Revenue Achievements

Free cash flow grew 21% to $392 million. GoDaddy raised its full-year free cash flow guidance to approximately $1.6 billion. Total revenue grew 8% to $1.2 billion, surpassing the high end of the guided range.

Advancements in AI Technology with Airo

GoDaddy's AI-driven initiatives, including the introduction of Ask Airo, aim to enhance customer experience by providing seamless and proactive digital interactions. Airo cohorts consistently outperform non-Airo cohorts in key metrics such as average order size and renewals.

Growth in Commerce and Payments

GoDaddy surpassed $3 billion in annualized gross payments volume, with promising early momentum for the Rate Saver feature, which can reduce effective rates for merchants by more than 50%.

Increase in High-Value Customer Cohorts

Cohorts spending over $500 annually grew, now representing nearly 9% of the total customer base, contributing significantly to GoDaddy’s total ARPU growth, which increased 10% to $230.

GoDaddy (GDDY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GDDY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.48 / -	1.32	―	―	―
Aug 07, 2025	2025 (Q2)	1.35 / 1.41	1.01	39.60% (+0.40)
May 01, 2025	2025 (Q1)	1.38 / 1.51	2.76	-45.29% (-1.25)
Feb 13, 2025	2024 (Q4)	1.44 / 1.36	7.85	-82.68% (-6.49)
Oct 30, 2024	2024 (Q3)	1.23 / 1.32	0.89	48.31% (+0.43)
Aug 01, 2024	2024 (Q2)	1.06 / 1.01	0.54	87.04% (+0.47)
May 02, 2024	2024 (Q1)	0.95 / 2.76	0.3	820.00% (+2.46)
Feb 13, 2024	2023 (Q4)	1.56 / 7.85	0.6	1208.33% (+7.25)
Nov 02, 2023	2023 (Q3)	0.72 / 0.89	0.63	41.27% (+0.26)
Aug 03, 2023	2023 (Q2)	0.56 / 0.54	0.56	-3.57% (-0.02)

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

GDDY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$150.25	$133.35	-11.25%
May 01, 2025	$192.36	$176.27	-8.36%
Feb 13, 2025	$212.54	$182.19	-14.28%
Oct 30, 2024	$161.60	$166.80	+3.22%

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 (GDDY) report earnings?

GoDaddy (GDDY) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is GoDaddy (GDDY) earnings time?

GoDaddy (GDDY) earnings time is at Oct 29, 2025, 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 GDDY EPS forecast?

GDDY EPS forecast for the fiscal quarter 2025 (Q3) is 1.48.

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