GDDYNYSEServices-Computer Integrated Systems DesignUS GAAP · USD

GoDaddy Inc.

GoDaddy Inc. sells the core tools entrepreneurs need to get online and run a small business, centered on domain names, websites, email, hosting, security and commerce. The company combines self-serve software with human support through its GoDaddy Guides, and also operates a large domain aftermarket and registry services business.

Revenue4,951m USD
+8.3 %y/y
Operating profit (EBIT)1,127m USD
+26.2 %y/y
EBIT margin22.8%
+3.2 ppy/y
Net income875m USD
−6.6 %y/y
Free cash flow1,576m USD
+24.9 %y/y

Fiscal year 2025 · change from previous year

Development 2020–2025

01,0002,0003,0004,0005,000m USD2020: 3,317 m USD2020: EBIT 272 m USD20202021: 3,816 m USD2021: EBIT 382 m USD20212022: 4,091 m USD2022: EBIT 499 m USD20222023: 4,254 m USD2023: EBIT 547 m USD20232024: 4,573 m USD2024: EBIT 894 m USD20242025: 4,951 m USD2025: EBIT 1,127 m USD20254,9511,127
RevenueOperating profit (EBIT)

Business

Share of revenue
Core Platform62 %

Domain registrations, renewals, aftermarket sales, hosting, security and other non-bundled platform products.

Applications and Commerce38 %

Website builders, commerce tools, email, productivity and bundled proprietary software offerings.

Customers

GoDaddy serves entrepreneurs, small businesses, individuals, organizations, developers, designers and domain investors. Many customers are early-stage or non-technical users who want a simple way to secure a domain, build a website, launch email and start accepting payments, while domain investors use the aftermarket to buy and sell names.

Small businesses and entrepreneurs

Buy domains, websites, email and commerce tools to launch and grow an online presence.

Non-technical self-serve users

Use guided, easy-to-use products and GoDaddy Guides because they often have limited technology skills.

Domain investors

Buy, list and trade domains through the aftermarket and auction tools to profit from name appreciation.

Developers and designers

Use domains, hosting and registry-related services to support client projects and digital builds.

Organizations and individuals

Purchase identity and presence products such as domains, email and website tools for online use cases.

Strategy

GoDaddy is focused on expanding the number of products each customer uses across Identity, Presence and Commerce, while improving self-serve adoption and customer care. It also aims to deploy capital toward growth investments, strategic acquisitions and share repurchases, using operating cash as the primary funding source.

Expand product penetration per customerShort term

More products per customer increases retention, bookings and lifetime value across the platform.

Strengthen self-serve and AI-assisted onboardingMedium term

Simpler setup lowers friction for non-technical users and reduces support burden as the base grows.

Grow commerce and payments offeringsMedium term

Commerce products deepen customer relationships and expand monetization beyond domains.

Use capital for growth and shareholder returnsShort term

Management balances investment in the platform with acquisitions and repurchases to support long-term value.

Geography

Q1/2026

GoDaddy describes itself as a global business, but the excerpts provided do not disclose a country-by-country revenue split. The company is headquartered in the United States and serves customers internationally through its online platform, registry relationships and reseller network.

United States67 %
Other countries (US filing)33 %

Share of the revenue the company reports by geography.

Risks

GoDaddy’s results depend on its ability to keep attracting and retaining customers, maintain product relevance and deliver reliable support at scale. The company also faces payments fraud, competitive pressure, AI-related execution risk and exposure to domain pricing, registry relationships and service interruptions.

Sorted by severity
LowMediumHighLowMediumHighImpact →Likelihood →Payments fraud and settlement losses1Customer retention and sales execution2Competitive pressure and pricing3Service reliability and customer care4AI and technology transition risk5
Impact is the risk’s severity and likelihood how probable it is over the next few years, both assessed from the company’s reports. Numbers match the list.
  1. Payments fraud and settlement lossesImpact: HighLikelihood: Medium

    GoDaddy Payments can be exposed to illegitimate transactions, chargebacks and account takeovers if monitoring fails.

    Exposure: GoDaddy Payments and related commerce products

  2. Customer retention and sales executionImpact: HighLikelihood: Medium

    The business depends on continuously increasing sales to new and existing customers across subscriptions and add-ons.

    Exposure: Core Platform and Applications and Commerce

  3. Competitive pressure and pricingImpact: HighLikelihood: Medium

    Intense competition can force lower prices or higher marketing spend and reduce conversion rates.

    ExposureDomainsHostingWebsite buildersCommerce tools
  4. Service reliability and customer careImpact: MediumLikelihood: Medium

    Outages, remote support issues or poor service quality can hurt reputation and reduce renewals.

    ExposureCustomer supportPlatform uptimeSelf-serve tools
  5. AI and technology transition riskImpact: MediumLikelihood: Medium

    New AI features and evolving internet behavior may require investment and could create legal or product risks if poorly executed.

    Exposure: GoDaddy Airo and product development

Accounting

Judgemental items
Revenue recognition and principal-agent assessment

GoDaddy records some third-party and aftermarket transactions on a gross basis and others on a net basis depending on control.

Impact: Can materially change reported revenue and cost of revenue

Deferred revenue and subscription timing

Many products are subscription-based, so cash collection and revenue recognition occur over different periods.

Impact: Affects quarterly comparability and revenue visibility

Domain registration cost amortization

Domain costs are paid at purchase for the life of the subscription but recognized ratably over the contract term.

Impact: Influences gross margin and cost of revenue timing

Impairment of indefinite-lived intangible assets

Registry and domain-related intangible assets are tested for recoverability and may be impaired if assumptions weaken.

Impact: Could create non-cash charges to earnings

Restructuring accruals

The company recorded restructuring activities with remaining cash payments into 2026.

Impact: Affects operating expense and cash flow timing

Publicly listed companies with a comparable business focus.

Last updated: 24/09/2026