GDDY earnings analysis
What we found in GDDY's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
GoDaddy reported Q1 2026 total revenue of $1.27 billion, up 6.1% year-over-year, with an EPS of $1.60, exceeding estimates. The Applications and Commerce segment experienced an 11.6% revenue increase, while the Core platform grew by 2.8%. The company reaffirmed its guidance for full-year revenue and announced a minor adjustment in Q2 revenue expectations due to enduring operational challenges.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Strong Revenue Growth
- Q1 2026 revenue reached $1,266.9 million, a 6.1% increase compared to $1,194.3 million in Q1 2025.
- EPS Exceeds Estimates
- Reported EPS of $1.60 exceeded the consensus estimate by 5.3%.
- Increased Operating Income
- Operating income rose to $310.5 million, up 25.6% from the prior year.
- Positive Cash Flow
- Operating cash flow increased 16.5% to $471.5 million, reflecting strong operational performance.
- Segments Performance
- Applications and Commerce revenue grew by 11.6% to $498.2 million, driven by product adoption.
- Improved EBITDA Margin
- Normalized EBITDA increased by 13.5%, reaching $413.5 million.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Decline in Net Income
- Net income decreased 2.2% to $214.6 million, compared to $219.5 million in Q1 2025.
- International Revenue Pressure
- International revenue growth was slower at 7.0%, indicating potential challenges ahead.
- Elevated Net Debt
- Increased leverage with significant obligations under long-term debt agreements could constrain operational flexibility.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $1.6
- Operating margin
- 24.5%
- Segment
- Applications and Commerce: $498.2M
- Segment
- Core Platform: $768.7M
What they said about what is next.
Q2 revenue guidance revised to $1.285-$1.305 billion; full-year revenue guidance reaffirmed at $5.195 billion to $5.275 billion.
The filing reads better than the one before it.
What came before.
- 10-Q · October 31, 2024
- GoDaddy reported quarter revenue of $1,147.6 million, up approximately 7.3% year-over-year, with operating income of $253.8 million (up 51.9%) and net income of $190.5 million (up 45.4%). Both segments contributed to…
- 10-Q · November 4, 2022
- GoDaddy reported Q3 revenue of $1,033.2 million, up 7.2% year-over-year, driven by customer growth, higher ARPU and acquisitions. Operating income was $129.7 million (12.5% operating margin), down 1.2% vs. prior year,…
- 10-Q · August 4, 2022
- GoDaddy reported Q2 revenue of $1,015.5 million, up 9.0% year-over-year, with operating income rising to $124.6 million (12.2% of revenue) and net income doubling to $90.5 million (up 93.0%). Both operating cash flow…
- 10-Q · August 6, 2020
- GoDaddy reported Q2 revenue of $806.4 million, up 9.4% year-over-year, with bookings of $936.3 million (up 10.7%). Operating income improved slightly to $22.9 million (2.8% of revenue) but the quarter recorded a $674.7…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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