GoDaddy maintains a dominant 22% market share in web domains, supported by strong branding and a comprehensive suite of value-added services. We project a 7.1% five-year average revenue CAGR, driven by robust Applications & Commerce segment growth and continued digitalization trends. The company's AI integration, notably the Airo platform, enhances customer value and strengthens its competitive moat despite premium pricing.
Inflationary pressure, still-high interest rates and tariffs are major concerns for the Zacks Internet - Delivery Services industry. However, efforts to adopt consumer preferences and technological advancements are likely to help GDDY, MMYT and QNST navigate the headwinds.
GoDaddy Inc. (GDDY) Presents at Barclays 23rd Annual Global Technology Conference Transcript
GoDaddy (GDDY) is Akamai Technologies's counterpart within the Internet Services & Infrastructure industry that possesses:
GoDaddy Inc. ( GDDY ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 1:20 PM EST Company Participants Mark McCaffrey - Chief Financial Officer Gourav Pani - President of US Independents Conference Call Participants Bradley Erickson - RBC Capital Markets, Research Division Presentation Bradley Erickson RBC Capital Markets, Research Division Let's get going, afternoon session. I'm Brad Erickson.
GDDY ramps up its AI-driven shift with Airo.ai and lifts its 2025 revenue outlook despite a tough market backdrop.
GoDaddy appears more attractive after a ~30% decline, with valuation now reflecting a balanced bull and bear case. GDDY boasts strong recurring revenue, high EBITDA margins, and new AI tools but faces stiff competition and SMB churn risks. Recent Q3 results showed revenue and margin growth, with improved FY25 guidance and valuation multiples now below peers like WIX.
Internet domain registrar GoDaddy owes a patent owner $170 million for violating its rights in website-building technology, a Delaware federal jury said in a verdict made public on Friday.
GoDaddy is VeriSign's counterpart in the Internet Services & Infrastructure sector that offers:
GDDY posts strong Q3 earnings and lifts full-year outlook, fueled by robust Applications and Commerce growth and solid margins.
GoDaddy Inc. ( GDDY ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Christie Masoner - Senior Manager of Investor Relations Amanpal Bhutani - CEO & Director Mark McCaffrey - Chief Financial Officer Conference Call Participants Vikram Kesavabhotla - Robert W. Baird & Co. Incorporated, Research Division Ygal Arounian - Citigroup Inc., Research Division Trevor Young - Barclays Bank PLC, Research Division Josh Beck - Raymond James & Associates, Inc., Research Division Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Willow Miller - William Blair & Company L.L.C.
The headline numbers for GoDaddy (GDDY) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.