GoDaddy (GDDY) investor relations material

Microbusiness customer trends

• Microbusinesses remain optimistic about growth despite inflation and macroeconomic volatility, with most expecting higher earnings this year compared to last year.

• Increased demand for domains, online presence, and multi-product adoption signals strong entrepreneurial activity.

• High-intent customers, defined by multi-product engagement and annual spend over $500, show near-perfect retention and drive long-term value.

AI and technology integration

• Shift from traditional search to LLM-based search is prompting optimization of offers and traffic strategies.

• AI-powered tools like Airo AI Builder are seeing strong organic engagement, with customers purchasing additional usage tokens.

• AI is increasingly integrated into care workflows, improving resolution times and agent productivity while maintaining a human support option.

Product and portfolio strategy

• Focus remains on high-intent customers, with resources reallocated from underperforming products to those meeting current needs.

• The Airo platform and one-stop shop approach drive higher bookings and customer lifetime value through ease of multi-product adoption.

• End-of-life decisions for products are based on customer relevance and profitability, with agility to pivot as market needs evolve.