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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
GoDaddy (GDDY) investor relations material
GoDaddy Global Technology, Internet, Media & Telecommunications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Global Technology, Internet, Media & Telecommunications Conference 2025 summary18 Nov, 2025
AI strategy and product innovation
Three AI pillars: consumer-facing Airo, internal AI-driven development, and open Agent Name Service (ANS) for the tech community.
Airo evolved from generative to agentic AI, launching Airo.ai to simplify onboarding and growth for customers.
Internally, 46% of all code was written by AI as of October, including legacy platform updates and testing.
ANS aims to do for agents what DNS did for websites, promoting open standards and agent proliferation.
AI initiatives leverage proprietary data for verticalized, high-quality customer experiences.
Customer experience and product rollout
Co-Founder Agent launching soon to help users ideate, analyze markets, and generate business plans, delegating tasks to specialized agents.
Airo Plus bundles agentic experiences, removing the need for customers to select individual SKUs.
22 agents live within a month of launch, each designed as an atomic unit of work for small businesses.
Focus on seamless, low-cognitive-load experiences, with quality prioritized over rapid feature expansion.
Early adopters are a more technical, incremental customer cohort, expanding beyond traditional segments.
Market opportunity and business impact
New AI-driven products are attracting distinct, incremental customer segments, not cannibalizing existing channels.
Airo and agentic tools drive higher order sizes, faster product attachment, and near-perfect retention in high-value cohorts.
LTV can increase up to 83x as customers move from domains to full-service solutions, with agentic products adding further incrementality.
Proprietary infrastructure (SSL, domains, hosting) and open standards position the company as a backbone for new AI and agentic apps.
ANS and open agent standards are expected to drive agent proliferation similar to the growth of websites post-DNS.
Profile of Airo.ai's new customer cohort?
What is the key barrier for AI competitors?
How is pricing optimized for customer value?
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Next GoDaddy earnings date
Barclays 23rd Annual Global Technology Conference11 Dec, 2025
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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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