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…
Earnings analysis · 10-Q
GDDY earnings analysis
Filed April 30, 2026 · Our reading of the company's report
The latest report
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…
Read full summary
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.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $1.6
- Operating margin
- 24.5%
What stood out
-
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.
What to watch
-
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.
Management's outlook
Q2 revenue guidance revised to $1.285-$1.305 billion; full-year revenue guidance reaffirmed at $5.195 billion to $5.275 billion.
Earlier filings 4
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 itself. Analysis can contain errors; check the source document for full context.