Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM Forward-looking statements and non-GAAP financial measures Q4 2025 Earnings Results February 24, 2026 © 2026 GoDaddy Inc. © 2026 GoDaddy Inc. Empower entrepreneurs everywhere, making opportunity more inclusive for all Our strategy 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 avail ...

Group 1 - GoDaddy forecasts annual revenue between $5.20 billion to $5.28 billion, which is below analysts' average estimate of $5.29 billion [1] - The company anticipates slow adoption of its artificial intelligence tools and weaker customer acquisition in its core hosting business [1] - Shares of GoDaddy fell nearly 8% in extended trading following the revenue forecast announcement [1] Group 2 - For the fourth quarter, GoDaddy reported revenue of $1.27 billion, which was largely in line with estimates [1]

news release GODADDY REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS Company continues its track record of profitable growth, strong cash generation Announces integration of GoDaddy's Agent Name Service with MuleSoft, a Salesforce Company TEMPE, Ariz., February 24, 2026 /PRNewswire/ - GoDaddy Inc. (NYSE: GDDY) today reported financial results for the fourth quarter and full year that ended December 31, 2025. "GoDaddy demonstrated strong performance in 2025, and we are leveraging our domain leadership, glo ...

GoDaddy Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results [Accessibility Statement] Skip NavigationTEMPE, Ariz., Feb. 24, 2026 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today reported fourth quarter and fiscal year 2025 financial results. To view the earnings release, earnings presentation and prepared remarks, please access the company's Investor Relations website at [https://aboutus.godaddy.net/investor- relations/financials].GoDaddy management will host a live webcast at 5:00 p.m. Easter ...

Core Insights - GoDaddy Inc. is set to report quarterly earnings on February 24, 2026, with an estimated EPS of $1.58 and projected revenue of approximately $1.27 billion, reflecting an 11.3% increase in EPS and a 6.4% rise in revenue year-over-year [1][6] Financial Metrics - The company has a price-to-earnings (P/E) ratio of 14.47 and a price-to-sales (P/S) ratio of 2.48, indicating its valuation relative to earnings and sales [3][6] - GoDaddy's debt-to-equity ratio stands at 42.17, suggesting significant debt levels, while a current ratio of 0.57 indicates potential liquidity concerns [3][6] Business Developments - GoDaddy's integration with Salesforce's MuleSoft Agent Fabric aims to enhance security in AI agent interactions, verifying the identity of AI agents to reduce the risk of spoofed tools [2][6] - The company's A&C segment is experiencing low-to-mid-teens growth, driven by services like Capital, Rate Saver, and Faster Payouts, although foreign exchange impacts and renewal headwinds pose challenges [4] Analyst Sentiment - Historically, GoDaddy has exceeded the Zacks Consensus Estimate in two of the last four quarters, with stability in EPS estimates over the past 30 days indicating analyst confidence in the company's performance [5]

Group 1 - GoDaddy Inc. is recognized as one of the best 52-week low technology stocks to buy, with a maintained Buy rating and a price target of $200, indicating potential for more than a double increase from current levels [1] - The company has introduced its PGen AI system to enhance user experience by recommending domain names in real-time, which is expected to boost future sales from domain registrations [2] - GoDaddy is set to release its fiscal fourth quarter earnings report on February 26, with consensus EPS estimated at $1.58 and revenue expected to reach $1.27 billion [3] Group 2 - GoDaddy is a leading domain registrar and web hosting services provider, ranking as the fifth-largest web host globally by market share, and is well-known among entrepreneurs and small businesses [3] - The company is actively implementing more AI features to improve its services ahead of the upcoming earnings report [6]

GoDaddy ANS Integrates with Salesforce's MuleSoft Agent Fabric [Accessibility Statement] Skip NavigationThe solution helps organizations discover AI agents and confirm identity to reduce the risk of spoofed toolsTEMPE, Ariz., Feb. 19, 2026 /PRNewswire/ -- GoDaddy (NYSE: GDDY) today announced an integration with Salesforce's MuleSoft Agent Fabric that helps companies of all sizes discover AI agents and verify their identity. This helps prevent rogue agents from interacting with business systems and sensitive ...

Core Insights - GoDaddy (GDDY) is set to report its fourth-quarter 2025 results on February 24, with expected revenues between $1.26 billion and $1.28 billion, indicating a 6% growth at the mid-point compared to the previous year [2][10] - The Zacks Consensus Estimate for fourth-quarter revenues is $1.27 billion, suggesting a 6.39% year-over-year increase, while the consensus for earnings is $1.58 per share, reflecting an 11.27% growth from the prior year's figure [3] Revenue Expectations - GoDaddy anticipates Applications & Commerce (A&C) revenue growth in the low to mid-teens, with A&C revenues estimated at $499.1 million, indicating a 13.1% year-over-year rise [5] - Core platform revenues are expected to reach $769.5 million, suggesting a 2.4% year-over-year growth [5] Business Drivers - The company is expected to benefit from strong adoption of high-margin subscriptions, including GoDaddy Capital, Rate Saver, and Faster Payouts, which are designed to help entrepreneurs streamline operations and reduce costs [6] - GoDaddy Airo and Ask Airo tools are driving better attachment rates, higher average order sizes, and improved retention, with bookings estimated at $1.31 billion, suggesting a 6.8% year-over-year growth [7][10] Challenges - Despite positive growth indicators, GoDaddy faces challenges such as macroeconomic conditions, foreign exchange impacts, contract expirations, and customer renewal headwinds [7][10] Earnings Outlook - According to the Zacks model, GoDaddy currently has an Earnings ESP of 0.00% and a Zacks Rank of 2, indicating a moderate outlook for an earnings beat [8]

Group 1: Company Overview - GoDaddy Inc. (NYSE:GDDY) is an Arizona-based developer of cloud-based products, founded in 1997, operating through two segments: Applications and Commerce, and Core Platform [4] Group 2: Analyst Ratings and Price Targets - Trevor Young from Barclays reiterated a Buy rating on GoDaddy Inc. and set a price target of $200, indicating an upside potential of approximately 124% [1] - Morgan Stanley reduced its price target for GoDaddy Inc. to $145 from $159 while maintaining an Equal Weight rating [2] - Cantor Fitzgerald lowered its price target on GoDaddy Inc. to $130 from $150 and reiterated a Neutral rating [3] Group 3: Market Outlook - Despite underperformance in the application SaaS sector in 2025, AI-driven risks appear less severe, suggesting a more optimistic outlook for application SaaS in 2026 [2] - The "Synergy" phase that AI has entered is expected to drive revenue growth and long-term returns on capital expenditures for Global Internet stocks [3]

Core Viewpoint - GoDaddy's business is benefiting from advancements in artificial intelligence (AI), making its current stock sell-off a potential buying opportunity [1]. Company Overview - GoDaddy is involved in domain registration, website hosting, and providing e-commerce tools, with both software and physical components through its own data centers [3]. Financial Performance - GoDaddy's third-quarter revenue increased by 10% year-over-year to $1.3 billion, while operating income rose by 17%, attributed to AI enhancing operational efficiency [5]. - The company has a gross margin of 59.66% and trades at just over 8 times its trailing free cash flow, the lowest valuation in nearly a decade [4][9]. AI Integration - GoDaddy has implemented agentic AI in its workflows, contributing to profitability and operational improvements [5]. - In early 2024, GoDaddy launched its AI platform, Airo, which assists customers in website creation and logo design, leading to revenue growth [6]. Future Prospects - Management anticipates a new wave of web domains as companies develop sites around AI agents, launching agent name services to adapt to this trend [8]. - The company is focused on innovation and maintaining relevance in a changing landscape [9]. Shareholder Returns - GoDaddy has been actively reducing its outstanding share count through stock buybacks, repurchasing nearly $1.4 billion of shares in the first three quarters of the year, with $2.4 billion remaining on its buyback authorization [11]. - This strategy allows for meaningful cash returns to shareholders, supported by a market cap of approximately $12 billion [11]. Investment Opportunity - GoDaddy is considered a hidden value stock, with strong business fundamentals, increasing profits, and a favorable price-to-free-cash-flow ratio [12].