GDDY
Published on 05/14/2026 at 07:05 pm EDT
Q1 2026
May 2026
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
© 2026 GoDaddy Inc.
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
3 © 2026 GoDaddy Inc.
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
© 2026 GoDaddy Inc.
4 © 2026 GoDaddy Inc.
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
5 © 2026 GoDaddy Inc.
GoDaddy highlights
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
Leading through the emerging agentic era: Agentic Open Internet
Sustaining durable profitable growth
Reinforcing margin targets and maximizing compounding free cash flow
Executing a disciplined capital allocation framework
Delivering shareholder value from an experienced management team
© 2026 GoDaddy Inc.
6 © 2026 GoDaddy Inc.
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
7 © 2026 GoDaddy Inc.
Payable Domains Paylinks
Marketplaces
Payments
Security
Identity
Domain
Logo
Commerce
In-store POS
Conversations
Online Store
Marketing
Agentic
Content
Presence
Hosting
Websites
8 © 2026 GoDaddy Inc.
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
9 © 2026 GoDaddy Inc.
$500+ customers represent
~10% of our base with near-perfect retention
Generating higher cumulative annual spend with faster attach
85%+
Customer retention
Customers spending $500+ annually
2.0M
1.8M
1.5M
1.5M
$242
$220
$197
$203
2022
2023
2024
ARPU
2025
High-quality cohorts driving ARPU expansion
Key contributor to ARPU expansion
10 © 2026 GoDaddy Inc.
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
11 © 2026 GoDaddy Inc.
Our AI transformations builds on our core strengths
Global brand
Domain leadership
Scaled infrastructure
Proprietary data
Engineering talent
Care organization
© 2026 GoDaddy Inc.
12 © 2026 GoDaddy Inc.
Two operating segments that bring our strategic vision to life
Commerce
Productivity
Managed Hosting for WordPress
Websites + Marketing
Applications & Commerce
Security
Hosting
Aftermarket
Domains
Core Platform
13 © 2026 GoDaddy Inc.
Attracting higher lifetime value customers
GoDaddy's opportunity in Applications & Commerce drives growth in customer lifetime value
83x
17x
1x
30x
Domain only Domain + Presence or Productivity
Domain + Presence + Productivity
Domain + Presence
+ Commerce
14 © 2026 GoDaddy Inc.
Customers who succeed with us, stay with us
Driving an attractive customer attach model
Customer Retention
6-7 years: average tenure of GoDaddy customer base
> 50% of GoDaddy customer base
Customer Retention
90%+ 90%+
85% 85%
0-3 4-7 8-11 12+
Years of tenure
Consolidated retention rate
<=1 2+ 3+ 4+
Number of products attached
Consolidated retention rate
As presented at the 2024 Investor Day.
Graphs depict consolidated retention rate on the GoDaddy integrated platform.
15 © 2026 GoDaddy Inc.
Growing ARPU with ample opportunity ahead
Steady, predictable growth for GoDaddy's 20 million+ customers through high-value offerings
$242
$170
$187
$197 $203
$220
2020 2021 2022 2023 2024 2025
Average revenue per user (ARPU)
16 © 2026 GoDaddy Inc.
Customer care: our special sauce
Customer Care Guides around the world
Personalized care experience for each of our 20M+ customers, enhanced with the power of AI
Localized Care Guides around the globe
~12M customer contacts annually Generated $480M+ of 2025 total bookings Best-in-class service with a 65+ NPS
As of December 31, 2025.
17 © 2026 GoDaddy Inc.
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
18 © 2026 GoDaddy Inc.
Product excellence accelerated by GoDaddy's integrated software platform
Products - Identity, Presence and Commerce
Seamless customer experience
Acceleration drives innovation and growth
AI & machine learning
Monetization
Experimentation
Optimization drives velocity and savings
Public cloud & GoDaddy private cloud
Data platform
GoDaddy integrated software platform
19 © 2026 GoDaddy Inc.
• Key contributor to 20% A&C bookings growth
• Productivity-focused in 2024
• Multiyear journey to drive growth in both A&C and Core Platform
• Key contributor to 20% A&C bookings growth
• Productivity-focused in 2024
• Multiyear journey to drive growth in both A&C and Core Platform
• Key contributor to 20% A&C bookings growth
• Productivity-focused in 2024
• Multiyear journey to drive growth in both A&C and Core Platform
• Key contributor to 20% A&C bookings growth
• Productivity-focused in 2024
• Multiyear journey to drive growth in both A&C and Core Platform
Key initiatives driving sustainable growth
Pricing & Bundling
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
Seamless Experience
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
Commerce
Ryn Scull
Scull House Sweets
SCULLHOUSESWEETS.COM
GoDaddy Airo®
20 © 2026 GoDaddy Inc.
Disclaimer
GoDaddy Inc. published this content on May 14, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 14, 2026 at 23:04 UTC.