Group 1 - GoDaddy Inc. reported weaker-than-expected earnings for Q4, with earnings of $1.36 per share, missing the analyst consensus estimate of $1.43 per share [1] - The company achieved quarterly sales of $1.192 billion, surpassing the analyst consensus estimate of $1.179 billion [1] - GoDaddy's CEO highlighted strong operational execution and financial performance in 2024, with plans to innovate around GoDaddy Airo and enhance their integrated technology platform for 2025 [2] Group 2 - For Q1, GoDaddy anticipates revenue between $1.175 billion and $1.195 billion, compared to estimates of $1.186 billion [2] - Following the earnings announcement, GoDaddy shares increased by 2.4%, closing at $212.54 [3] - Analysts adjusted their price targets for GoDaddy, with Piper Sandler raising it from $176 to $177 and Morgan Stanley from $227 to $228, while maintaining their ratings [4]

Financial Data and Key Metrics Changes - GoDaddy reported total revenue growth of 8% for the full year 2024, reaching $4.6 billion, with normalized EBITDA margin expanding to 31%, an increase of nearly 400 basis points year-over-year [26][28][19] - Free cash flow grew 25% to $1.4 billion, exceeding guidance, while unlevered free cash flow for the year increased 20% to $1.5 billion [29][19] - In Q4 2024, total revenue was $1.2 billion, exceeding guidance, with normalized EBITDA margin expanding to 32% [21][22] Business Line Data and Key Metrics Changes - Applications and commerce (A&C) segment revenue grew 17% to $441 million, driven by strong performance across products including website plus marketing and managed WordPress [22][23] - Core platform segment revenue grew 4% to $751 million, with bookings also increasing by 4% [23][24] - A&C bookings grew 17%, while core platform bookings rose 4% [22][23] Market Data and Key Metrics Changes - Annualized gross payment volume (GPV) increased 55% to $2.6 billion, indicating strong growth in the commerce initiative [10] - The company expects revenue growth in the US to outpace international growth by approximately 200 basis points due to currency headwinds [36] Company Strategy and Development Direction - GoDaddy's strategy focuses on creating customer value and transforming it into shareholder value through better conversion, attach, and retention [3] - The company is targeting significant contributions to growth from pricing and bundling initiatives in 2025, particularly in presence products and specific customer populations within the hosting business [7][48] - The Aero initiative is seen as a key driver of future growth, with plans to enhance customer experience and engagement through AI and new product offerings [12][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to customer growth in 2025, driven by high-value customer acquisition and improved retention rates [32][56] - The company anticipates modest financial benefits from the Aero experience in the near term, with a focus on long-term growth [38] - Management highlighted the importance of maintaining operational discipline while pursuing innovation and customer engagement [40][41] Other Important Information - GoDaddy exited 2024 with $1.1 billion in cash and total liquidity of $2.1 billion, with net debt at $2.8 billion [33] - The company plans to maintain a disciplined approach to capital allocation, including covering dilution from share-based compensation through buybacks [44][45] Q&A Session Summary Question: Can you elaborate on the pricing and bundling strategy for 2025? - Management indicated that the focus will be on presence products and specific customer cohorts, emphasizing a customer cohort-based approach rather than a product-centric one [48][52] Question: What are the drivers for returning to customer growth in 2025? - Management highlighted the focus on high-quality customers and the positive signs from the Aero initiative, which is expected to improve customer engagement and retention [56][58] Question: Are there any one-off headwinds impacting revenue growth? - Management acknowledged that while bookings momentum is strong, there are transactional aspects that could impact revenue recognition, particularly in the aftermarket business [66][134] Question: What is the expected impact of the Aero initiative on monetization? - Management noted that Aero is entering the monetization phase earlier than planned, with positive metrics on customer engagement and retention [78][81] Question: How does the company view the growth potential of GPV? - Management expressed optimism about GPV growth, indicating that there is still significant room for penetration within the customer base [85][86] Question: What are the expectations for EBITDA margin in 2025? - Management projected a normalized EBITDA margin expansion of approximately 100 basis points, with continued focus on A&C growth contributing to this [41][157]

© 2025 GoDaddy Inc. © 2025 GoDaddy Inc. Q4 2024 Earnings Results February 13, 2025 Thea Monyeé THEAMONYEE.COM Forward-looking statements and non-GAAP financial measures This presentation contains forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on estimates and information available to us at the time of this presentation and are not guarantees of future performance. Statements in this presentation i ...

GoDaddy (GDDY) came out with quarterly earnings of $1.42 per share, missing the Zacks Consensus Estimate of $1.46 per share. This compares to earnings of $1.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.74%. A quarter ago, it was expected that this cloud-based technology products developer would post earnings of $1.25 per share when it actually produced earnings of $1.32, delivering a surprise of 5.60%.Over the last fo ...

news release GODADDY REPORTS STRONG FOURTH QUARTER AND FULL YEAR 2024 RESULTS Company continues its track record of profitable growth and strong cash generation Full Year 2024 Business and Financial Highlights Fourth Quarter 2024 Business and Financial Highlights 100 S. Mill Ave Ste. 1600 Tempe, AZ 85281 T: 480.505.8800 https://investors.godaddy.net • Total revenue of $4.6 billion, up 8% year-over-year, on a reported and constant currency basis. • Total bookings of $5.0 billion, up 9% year-over-year, and 10 ...

Company continues its track record of profitable growth and strong cash generationTEMPE, Ariz., Feb. 13, 2025 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today reported financial results for the fourth quarter and full year that ended December 31, 2024."GoDaddy demonstrated strong operational execution and financial performance in 2024, making significant progress across our key strategic initiatives," said GoDaddy CEO Aman Bhutani. "Looking ahead to 2025, we are excited to further innovate around GoDaddy Air ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering GoDaddy (GDDY) , which belongs to the Zacks Internet - Delivery Services industry.This cloud-based technology products developer has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.20%.For the last reported quarter, GoDaddy came out ...

GoDaddy (NYSE: GDDY ) will announce earnings after the market closes next Thursday, February 13th. The Wall Street analyst consensus looks to an EPS of $1.44 and revenue of $1.18, showing notable revenue growth of 7.16% YoY, a 9% QoQ EPS increase. The companyHarrison is a financial analyst who has been writing on Seeking Alpha since 2018 and has closely followed the market for over a decade. He has professional experience in the private equity, real estate, and economic research industry. Harrison also has ...

"When we set out to tell the story of empowering entrepreneurs with GoDaddy Airo, we knew we wanted to tell that story through the lens of an actual entrepreneur," said GoDaddy Chief Marketing Officer Fara Howard. "Walton was the perfect partner—he had a passion for entrepreneurship and eyewear, and GoDaddy Airo could help him bring it to life. This campaign is all about proving that with the right AI tools, anyone can build a business and confidently feel like they know what they're doing. We're proud to s ...

GoDaddy (GDDY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual invest ...