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GoDaddy (GDDY) investor relations material
GoDaddy Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Achieved Q3 2025 revenue of $1.27 billion, up 10–10.3% year-over-year, with Applications & Commerce revenue up 14% and Core Platform up 8%.
Normalized EBITDA margin reached 32–32.3%, with free cash flow up 21% to $440–$440.5 million.
Net income increased 10–10.5% to $210.5 million, and operating income rose 16.9–17% to $296.7 million.
High-intent customer cohort ($500+ ARPU) now represents 10% of the base, with ARPU up 10% to $237 and near-perfect retention.
Continued AI innovation with new Airo agents, Agent Name Service (ANS), and agentic AI capabilities.
Financial highlights
Applications & Commerce revenue grew 13.7–14% to $481 million; Core Platform revenue up 8–8.3% to $784.3 million.
Aftermarket revenue increased 28% year-over-year, boosting segment results.
Free cash flow was $440–$440.5 million, up 21% year-over-year.
Total bookings reached $1.35–$1.4 billion, up 9% year-over-year.
International revenue grew 14–14.4% year-over-year.
Outlook and guidance
Full-year 2025 revenue guidance raised to $4.93–$4.95 billion, representing 8% growth at midpoint.
Q4 2025 revenue expected at $1.255–$1.275 billion, 6% growth at midpoint.
Full-year normalized EBITDA margin expected at ~32%; Q4 projected at 33%.
Free cash flow target reaffirmed at ~$1.6 billion, over 18% growth.
Applications & Commerce revenue growth projected in mid-teens; Core Platform in mid-single digits.
Elaborate on the Agent Name Service (ANS) strategy
Explain customer count decline vs. ARPU growth
Detail Q4 revenue growth headwinds
ANS: Why GoDaddy is best positioned?
Future growth from $500+ customer cohort?
Quantify AI-driven efficiency gains?
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Frequently asked questions
The world's leading domain registrar
GoDaddy is the largest domain registrar in the world. The company also provides web hosting and other services for building and running a website and other adjacent services such as email hosting and marketing. GoDaddy was founded in 1997 by Bob Parsons. In 2005 the company became the largest registrar in the world and later also became the largest web hosting company.
The domain name industry
To understand the domain name industry that GoDaddy operates in, it is important to understand the different roles that the registry, registrar, and registrant have. An individual or a company that is looking to buy a domain is called a registrant. To do so, they go to a registrar such as GoDaddy, which handles the sale of the domain names. GoDaddy may or may not manage the top-level domain and, in that case, has to work with a registry to be able to use their top-level domain. A top-level domain is for example .com, .org, and .gov. GoDaddy owns some of these, but another large registry is, for instance, VeriSign, which manages the .com domain.
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