Financial Data and Key Metrics - Revenue grew 11% YoY to $1 billion, with international revenue growing 10% YoY on a constant currency basis [6][12] - Normalized EBITDA grew 18% YoY to $226 million, with a 23% margin, representing over a point of margin expansion compared to the same period last year [6][15] - Unlevered free cash flow for the quarter was $287 million, growing 7% YoY driven by strong profitability [17] - Annualized GMV across the GoDaddy ecosystem grew 20% YoY to $24 billion, primarily driven by offline point of sale [8][14] Business Line Data and Key Metrics - Applications and Commerce revenue grew 16% YoY, with ARR growing 14% YoY to $1.2 billion [13] - Core Platform revenue, which includes Domains, Hosting, and Security products, grew 9% YoY, with ARR growing 5% YoY to $2.2 billion [14] - GoDaddy Payments adoption increased to 70% of customers in Commerce SKUs, up from 60% in February [8][42] Market Data and Key Metrics - The company is closely monitoring the impact of the war in Ukraine, which has limited financial impacts but may cause delays in product releases [6] - FX headwinds due to the strength of the US dollar are affecting industries broadly, but the company has medium-term contracts and FX hedges to mitigate some impacts [16][17] Company Strategy and Industry Competition - The company's mission is to empower entrepreneurs through digital identity, ubiquitous presence, and Connected Commerce, forming the "entrepreneurs wheel" [4][5] - GoDaddy is focusing on three strategic priorities: driving Commerce through presence, delivering for GoDaddy Pros, and innovating in Domains [7] - The company is testing a new product called Payable Domains in the US, aiming to bring innovative solutions to the market [9][66] Management Commentary on Operating Environment and Future Outlook - The company is navigating a fluid macro environment, including the impact of COVID-19, inflation, and FX headwinds, but remains focused on its three-year plan [6][19] - Management is confident in the company's durable business model and ability to adapt to economic challenges, citing strong customer retention and competitive advantages [11][21] - The company is targeting Q2 revenue in the range of $1.01 billion to $1.02 billion, representing 9% YoY growth at the midpoint, and expects to deliver $6-plus free cash flow per share for the year [19][20] Other Important Information - The company repurchased 6.5 million shares in Q1, reducing the total share count by 4% since year-end, and plans to fulfill a $1 billion buyback target for 2022 [17][21] - GoDaddy is transitioning to cloud infrastructure, which is expected to improve productivity and responsiveness, with no significant issues reported [49][68] Q&A Session Summary Question: Customer growth trends and international revenue impact [24] - The company does not guide to customer growth but highlighted strong 15-month retention rates for the 2020 cohort [25] - International revenue declined slightly QoQ, with no significant material impact from the Russia-Ukraine conflict, but macroeconomic trends are affecting Europe broadly [26][27] Question: Macro impacts on Domain demand and aftermarket performance [29] - Domain demand remains strong, with 40% of Core Platform revenue growth driven by aftermarket performance, which is in line with expectations [30][32] Question: Investment plan changes due to macro environment [33] - The company does not view the shift in contractor resources due to the Ukraine conflict as a significant headwind, given its global workforce and vendor network [34][35] Question: Impact of macro environment on e-commerce and SMEs [36] - GoDaddy is well-positioned in the Connected Commerce space, with offline POS driving GMV growth, and sees its products as essential for SMEs even in challenging economic times [37][40] Question: Commerce Plus product and its target market [41] - Commerce Plus is a higher-tier SKU targeting customers with up to $1 million in GMV, with 80% of sales coming from new purchases, indicating strong customer adoption [42] Question: Cloud transition and labor costs [48] - The cloud transition is progressing well, with improved productivity and responsiveness, while labor costs remain under control despite a competitive talent market [49][51] Question: Competitive landscape and Google Domains [52] - The company has been competing with Google Domains for years and does not see the removal of the beta label as a significant change in the competitive landscape [53] Question: GoDaddy Payments adoption and legacy customers [54] - While new customers are adopting GoDaddy Payments at a high rate, converting legacy customers remains a priority and an ongoing opportunity [55] Question: Bookings growth and interest rate impact [56] - Bookings growth trailed revenue due to tough comparisons from the previous year, but the company remains optimistic about momentum [57] - The company has a 13% variable interest rate and is monitoring the impact of rising rates on its customer base, but believes its products are essential for SMEs [59][61] Question: Overhead expenses and payable Domains [63] - G&A expenses increased due to office reopenings but remain below historical levels, while payable Domains is seen as a fundamentally new product with significant potential [65][66] Question: Inflationary pressures on cloud infrastructure costs [67] - The company is managing inflationary pressures on cloud infrastructure costs and remains comfortable with its normalized EBITDA margin guidance [68]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ | --- | |------------------------------------------------------------------------| | | | | | Commission File Number: 001-36904 | | GoDaddy ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-36904 GoDaddy Inc. (Exact name of registrant as specified in its charter) Delaware 46-5769934 (State ...