GoDaddy Inc.'s management explains the business in its own materials. The slides below do the most of that work, pulled from the documents preserved in Sources. Each source link opens the complete presentation at that slide in a new tab.
Management's fullest statement of strategy, business model, segments, unit economics and financial targets — the best zero-to-understanding starting point. · Open the full document →
p. 7 — The three secular tailwinds — entrepreneurship, wider internet use, AI-driven automation — management frames as its long-term demand backdrop. · Open the full presentation →p. 9 — The core financial promise: $4.5B+ cumulative free cash flow over 2024-2026 and a 20%+ CAGR in free cash flow per share. · Open the full presentation →p. 10 — The value-creation equation in one slide: 6-8% revenue growth plus ~33% NEBITDA margin equals compounding free cash flow. · Open the full presentation →p. 12 — The 'Entrepreneur's Wheel' — how GoDaddy's products span identity, presence and commerce around a customer's business. · Open the full presentation →p. 13 — The four claimed moats — brand, ~85M domains and 21M customers, an integrated platform, and Care — with supporting metrics. · Open the full presentation →p. 14 — Management's sizing of the cross-sell prize: a $90B+ lifetime-value opportunity within the existing 21M-customer base. · Open the full presentation →p. 15 — Which levers drive growth versus margin — commerce, pricing and bundling, cost optimization, Airo and partnerships. · Open the full presentation →p. 16 — The software-platform stack underpinning the business, from cloud and data up to products and the Airo experience layer. · Open the full presentation →p. 28 — Why a domain is the on-ramp: one registration opens a path to logos, email, websites, payments and other paid products. · Open the full presentation →p. 34 — GoDaddy Airo, the AI product bundled with a domain that assembles a logo, site, email and more — the company's flagship bet. · Open the full presentation →p. 53 — The commerce prize: a ~$1 trillion addressable payment volume across the customer base, with aGPV up 125% in 2023. · Open the full presentation →p. 56 — International in four numbers: 10M customers, $1.4B revenue, 150+ markets and the #1 domains position in top English markets. · Open the full presentation →p. 63 — Where the next customers come from — emerging markets with 6.7B people, already over half of new international customers. · Open the full presentation →p. 69 — Aided brand awareness versus three competitors — the lead management leans on to keep customer-acquisition costs low. · Open the full presentation →p. 72 — Marketing spend as a share of revenue, well below competitors and still falling — the efficiency case for the brand. · Open the full presentation →p. 95 — The infrastructure story behind margin gains: >60% fewer servers and >80% lower capex after moving to the cloud. · Open the full presentation →p. 96 — The proprietary data platform — ~1.2B daily customer signals — management says powers its testing and product decisions. · Open the full presentation →p. 110 — The investment-thesis flywheel: profitable growth funds high-ROI reinvestment and shareholder returns, compounding FCF. · Open the full presentation →p. 115 — How the two segments split revenue and how A&C's rising mix lifts margin and free cash flow per share toward 2026. · Open the full presentation →p. 116 — Unit economics of attach: lifetime value rises from 1x for a domain to 83x once presence, productivity and commerce are added. · Open the full presentation →p. 117 — Retention rises with tenure and with each product attached — the mechanics behind an ~85% base retention rate. · Open the full presentation →p. 118 — Steady ARPU growth from $170 to $203 across a roughly flat 21M-customer base — more value per customer, not more customers. · Open the full presentation →p. 119 — Applications & Commerce revenue and its 42% segment margin — the higher-growth, higher-margin software engine. · Open the full presentation →p. 120 — Core Platform revenue — domains, hosting and aftermarket — the durable, cash-generative base of the business. · Open the full presentation →p. 123 — NEBITDA by segment and the path of margin expansion, with free-cash-flow conversion approaching 100%. · Open the full presentation →p. 125 — Capital allocation: $2.6B of buybacks in 2022-2023 cut share count ~20%, the primary use of free cash flow. · Open the full presentation →p. 127 — A scorecard against the 2022 Investor Day targets — where management met, beat or missed its prior commitments. · Open the full presentation →p. 128 — The topline model: expected growth for A&C, domains, aftermarket and hosting, with upside and downside drivers. · Open the full presentation →p. 129 — The profitability model: each cost line as a share of revenue and where management expects operating leverage through 2026. · Open the full presentation →
The current picture: how the AI/agentic transformation is being framed today, plus the latest segment mix, margins, cash flow and capital returns. · Open the full document →
p. 5 — How the current AI push is framed as building on existing strengths — brand, domains, infrastructure, data, talent and Care. · Open the full presentation →p. 6 — The three planks of the AI strategy: AI-native products, the Agent Name Service identity layer, and internal efficiency. · Open the full presentation →p. 7 — Airo AI Builder — 'describe your idea, get a live website' — which management says reached a $10M+ annualized bookings run rate. · Open the full presentation →p. 9 — Agent Name Service: GoDaddy's bid to extend DNS-anchored identity to AI agents, early positioning for an 'agentic' internet. · Open the full presentation →p. 10 — Where AI shows up in operations — replacing third-party tools, Airo Care support, and AI sales agents. · Open the full presentation →p. 14 — The current revenue split: $1.3B total, ~60% Core Platform and ~40% Applications & Commerce, with A&C growing fastest. · Open the full presentation →p. 15 — The Q1 2026 scorecard across bookings, revenue, ARPU, NEBITDA and free cash flow, each versus the prior year. · Open the full presentation →p. 16 — ARPU expansion and 85%+ retention, with ~2M customers now spending over $500 a year — the high-value cohort. · Open the full presentation →p. 17 — NEBITDA margin at 33% and the multi-year climb from 25% — the profitability trend that supports free cash flow. · Open the full presentation →p. 18 — Free cash flow up 15% with better-than-1:1 conversion, plus the multi-year annual FCF trajectory. · Open the full presentation →p. 19 — The balance sheet: cash, liquidity, falling leverage and a mostly fixed-rate debt stack. · Open the full presentation →p. 20 — Capital return today: over 95% of free cash flow to buybacks and a 31% cut in share count since 2022. · Open the full presentation →p. 24 — Results against Q1 guidance line by line, including segment revenue growth — a check on execution. · Open the full presentation →p. 25 — Primary domains revenue — the durable subscription base — growing at a mid-single-digit pace. · Open the full presentation →
Q3 2025 Earnings Results — Q3 2025 · 38 pages · The fullest articulation of the 'Agentic Open Internet' strategy — .ai domains, AI vibe-coding and the Agent Name Service registry. · Open →
Q4 2025 / Full-Year Earnings Results — Q4 2025 · 41 pages · Full-year 2025 results and the initial 2026 outlook and guidance that this year's quarters are measured against. · Open →
