GoDaddy : 2026 First Quarter Earnings Presentation

Published: 2026-04-30 20:09:04 ET GDDY

Published on 04/30/2026 at 08:09 pm EDT

Q1 2026

April 30, 2026

Ryn Scull

Scull House Sweets

SCULLHOUSESWEETS.COM

Our purpose

To make opportunity more inclusive for all

Our strategy

Everyday entrepreneurs trust their ideas with us. We guide them to build their business digitally. Our global solutions seamlessly connect their identity and presence with commerce, leading to profitable growth

Ryn Scull

Scull House Sweets

SCULLHOUSESWEETS.COM

Q1 2026 progression towards GoDaddy's North Star

Ryn Scull

Scull House Sweets

SCULLHOUSESWEETS.COM

Total revenue growth

Normalized EBITDA margin

Free cash flow growth

Our AI transformation builds on our core strengths

Ryn Scull

Scull House Sweets

SCULLHOUSESWEETS.COM

Global Brand

Domain Leadership

Scaled Infrastructure

Proprietary Data

Engineering Talent

Care Organization

Growing adoption & monetization of AI-native products

Identity

Expanding Agent Name Service (ANS) as an identity layer

Commerce

Agentic

Driving operational efficiencies through internal AI adoption

Presence

Scaling Airo AI Builder

Reaching annualized run rate of $10M+ within weeks with strong early adoption

Driving deep engagement as customers interact and purchase additional credits

Expanding distribution and investing to scale growth while maintaining margins

Upgrading Website + Marketing

Urban Court

GoDoddy

Agent Name Service: Extending digital identity in the agentic era

Expanding ANS partnerships with real use cases

Advancing open standard for identity and discovery through DNS

Powering trusted identity for the evolving

AI ecosystem

Deploying AI across our operations

Ryn Scull

Scull House Sweets

SCULLHOUSESWEETS.COM

Replacing small third-party SaaS tools with

solutions built on Airo AI Builder

Improving resolution & global performance with Airo Care

Driving sales with AI agents at human-level conversion

Ryn Scull

Scull House Sweets

SCULLHOUSESWEETS.COM

Leveraging AI to drive internal efficiencies

Product

Sales

Care

Operations

GoDaddy investment thesis

Sustainable revenue model

Profitable growth at scale

Robust cash flow

Disciplined shareholder return

Invest in high ROI opportunities

Durable revenue growth, margin expansion and disciplined capital allocation maximizing free cash flow over the long term

Q1 2026 progression towards GoDaddy's North Star

6% 33%

Ryn Scull

Scull House Sweets

SCULLHOUSESWEETS.COM

TTM free cash flow

Total revenue growth

NEBITDA

margin

133M fully diluted shares outstanding

Q1 2026 Revenue

Total revenue growth

A&C revenue growth

Core Platform revenue growth

Core Platform

$0.8B

~60% of revenue

Total revenue

$1.3B

Applications & Commerce (A&C)

$0.5B

~40% of revenue

Q1 2026 financial results

Bookings Revenue

ARPU

NEBITDA

Free cash flow

$1,417M

$1,455M

growth

$1,194M

$1,267M

growth

$225

$246

growth

$364M

$414M

13%

growth

$411M

$474M

15%

growth

2025 2026

High-quality cohorts driving ARPU expansion

Customers spending $500+ annually

~10% of customer base

Q1 ARPU

1.5M 1.5M

$203

$197

1.8M

$220

2.0M

$242

85%+

Customer retention

$225

$246

growth

2022 2023 2024 2025

ARPU

2025 2026

Disciplined execution driving sustained margin expansion

NEBITDA growth

NEBITDA margin

Q1 NEBITDA

$414M

$364M

13%

growth

$1.0B

Annual NEBITDA

$1.6B

$1.4B

$1.1B

32%

31%

25%

27%

16% CAGR

210 bps

NEBITDA margin expansion

2025 2026

2022 2023 2024 2025 2026E

NEBITDA Margin

Represents four-year Normalized EBITDA CAGR from 2021YE through 2025.

Proven track record of strong free cash flow growth

Free cash flow growth

NEBITDA to FCF

conversion

Q1 free cash flow

$474M

$411M

15%

growth

$1.0B

Annual free cash flow

$1.6B

$1.4B

$1.1B

17% CAGR

2025 2026 2022 2023 2024 2025 2026E

Represents four-year Free Cash Flow CAGR from 2021YE through 2025.

Balance sheet and liquidity

$1.3B

Cash

$2.3B

Total liquidity

$2.6B

Net debt

Leverage ratio

1.7X

1.6X

1.4X

2024 2025 Q1 2026

Fixed

87%

Fixed interest rates providing stability

Variable

13%

$1.4B

2029

$1.0B

2031

Unsecured notes

Maturity

$600M

2027

$800M

2029

Term loan Maturity

Disciplined capital allocation to maximize shareholder returns

>95%

Free cash flow deployed to buyback shares

+31%

Reduction in cumulative gross FDSO

~$5.1B

Cumulative repurchase

Shares repurchased

$1.6B

$1.3B $1.3B

169M

$0.7B

$0.3B

133M

2022 2023 2024 2025 Q1 2026

Fully diluted shares outstanding (FDSO)

Disclaimer

GoDaddy Inc. published this content on April 30, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 30, 2026 at 23:49 UTC.