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21:00
Jul 30 ◎

GDDY FY2026 Q2 Watch

GoDaddy Inc. (GDDY) FY2026 Q2 Earnings Call

WIX GDDY SSTK ANTHROPIC OPENAI ▾

Mark McCaffrey

GoDaddy's traditional high-ticket 'Do It For You' (DIY) and template-based 'Websites + Marketing' products are being cannibalized and absorbed into its new Aero AI platform, leading to an accelerated but poorly quantified transition in its A&C segment. — As GoDaddy shifts from high-margin, high-ticket services to a token+subscription model, it signals pricing power and price points are collapsing for traditional website-building services, posing a competitive risk and forcing peers to adapt.

"Our professional services used to be transactions around a couple thousand dollars. Now our customers are coming in and doing most of that work themselves."

WIX WATCH SSTK WATCH

Mark McCaffrey

Management is confident in accelerating growth despite transition headwinds, driven by early success of Aero, and reaffirms strong margin expansion and free cash flow targets.

"we are projecting a normalized EBITDA margin of approximately 33% for Q3 and reaffirm our full-year margin target of over 33%"

GDDY WATCH

Aman Bhutani

GoDaddy is aggressively moving its domain lifecycle onto agent-consumable APIs, a defensive move to secure its position as AI agents and LLMs become the primary discovery layer for new websites and startups. — This is an early move to capture 'agentic' economy volume and prevents more powerful AI agents from bypassing the traditional registrar funnel, potentially protecting GoDaddy's domain market share.

"we went down a path a little while ago to say, look, we should just rethink our API strategy because the LLMs use APIs"

ANTHROPIC WATCH OPENAI WATCH

HIGH

21:00
Apr 30 ◎

GDDY FY2026 Q1 Watch

GoDaddy Inc. (GDDY) FY2026 Q1 Earnings Call

CRM NOW WIX SSTK GDDY ▾

Aman Bhutani

GoDaddy is testing the replacement of smaller third-party SaaS tools with internally built solutions on Aero AI Builder, targeting cost reduction and complexity. — This signals a direct effort by a large enterprise to consolidate and replace point SaaS solutions, posing a potential headwind to growth for vendors in the corporate tools space.

"We are also testing the replacement of smaller third-party SaaS tools with internally built solutions on Aero AI Builder, particularly across corporate functions, with the goal of reducing both cost and operational complexity."

CRM WATCH NOW WATCH

Aman Bhutani

GoDaddy's new AeroAI Builder product is generating a $10 million annualized booking run rate only weeks after beta launch, indicating strong early adoption and monetization. — The success of GoDaddy's AI-native website builder validates the market shift towards AI-driven site creation, intensifying competition for rivals like Wix and pressuring traditional point solutions.

"This new Aero AI Builder product offering has rapidly scaled to 10 million plus in analyzed bookings run rate within weeks of its beta launch."

WIX WATCH SSTK WATCH

Aman Bhutani

Management's tone is cautiously optimistic, reaffirming full-year guidance while highlighting early traction in AI products (Aero AI Builder) and operational efficiencies. The neutral rating reflects the balancing act between accelerating investment in AI initiatives and maintaining margin discipline, with revenue growth expected to remain at 6%.

"We are reaffirming our full year 2026 guidance provided in February and expect total revenue to be within a range of 5.195 to $5.275 billion, representing growth of 6% at the midpoint of the range."

GDDY WATCH

HIGH

22:00
Feb 24 ◎

GDDY FY2025 Q4 Watch

GoDaddy Inc. (GDDY) FY2025 Q4 Earnings Call

CRM GDDY ▾

Aman Bhutani

GoDaddy is partnering with Salesforce's MuleSoft to integrate its Agent Name Service (ANS) into enterprise workflows, validating ANS's framework and potentially opening a new monetization channel.

"we are pleased to announce that last week, MuleSoft, a Salesforce company, and GoDaddy launched an integration between MuleSoft's agentic fabric and GoDaddy ANS."

CRM WATCH

Mark McCaffrey

Guidance reflects a deliberate but temporary trade-off: a promotional offer to expand the high-intent customer funnel will hit near-term bookings/revenue, but management expects growth to re-accelerate and remains confident in the long-term model.

"For the full year, we expect bookings and revenue growth rates to be relatively on par."

GDDY WATCH

HIGH

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