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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
GoDaddy
GoDaddy (GDDY) investor relations material
GoDaddy Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue rose 6.0% YoY to $1,341.8M; operating income increased 22.2% to $362.5M and net income rose 24.4% to $261.8M.
Bookings increased 5.7% to $1,431.7M; Airo’s annualized bookings run rate exceeded $100M, more than doubling since Q2 and adding to bookings growth.
Strategy positions Airo as a flagship product and aims to build an agentic operating system for micro and small businesses, supported by more than 20M customers and broad distribution.
Financial highlights
Normalized EBITDA was $449.3M, up 10.0%; free cash flow was $480.8M, up 9.1%, and operating cash flow was $487.7M, up 9.8%.
ARR increased 5.1% to $4,513.9M; ARPU rose 6.8% to $253 from $237.
International revenue grew 3.1% to $435.5M; nine-month revenue was $3,906.7M, up 6.2%.
Diluted EPS was $2.08 vs. $1.51; GAAP net income was $261.8M vs. $210.5M, and net income margin was 19.5% vs. 16.6%.
Trailing 12-month free cash flow was $1.8B; NEBITDA margin was 33.5% vs. 32.3%, expanding 120 bps.
Outlook and guidance
FY 2026 revenue is expected toward the high end of the $5.215B–$5.255B range; A&C growth is expected at ~10% and Core Platform growth at ~4%.
FY NEBITDA margin target remains above 33%; free cash flow target is ~$1.8B, with conversion above 1:1.
Q4 bookings growth, excluding FX impact, is expected to accelerate and be slightly ahead of revenue growth, driven by Airo adoption in A&C.
Incremental Q4 Airo marketing spend is expected to be offset by efficiencies elsewhere; investment continues in AI products, platform, marketing and compute.
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Latest events from GoDaddy
- AI-powered platform Airo drives faster product adoption and retention, supporting strong free cash flow.GDDY
Goldman Sachs Communacopia + Technology Conference 2026 - Airo's rapid adoption and AI-driven efficiencies are fueling growth, retention, and margin expansion.GDDYCiti’s 2026 Global TMT Conference
- Q1 2026 revenue up 6%, free cash flow up 15%, and AI products scaling rapidly.GDDYQ1 2026
- Q3 2025 revenue up 10%, EBITDA margin 32%, and guidance raised on AI-driven growth.GDDYQ3 2025
- Q2 2025 saw strong revenue, profit, and cash flow growth, with raised full-year guidance.GDDYQ2 2025
- Q3 revenue up 7% and net income up 45%, with strong A&C growth and raised guidance.GDDYQ3 2024
- Q2 revenue and net income surged, margins expanded, and guidance was raised for 2024.GDDYQ2 2024
- Q1 revenue up 8%, 17% A&C growth, and new $3B buyback highlight robust performance.GDDYQ1 2025
- Bookings up 9%, EBITDA margin at 31%, Airo drives 50% of website starts, 2025 outlook strong.GDDYQ4 2024
Next GoDaddy earnings date
Q4 202611 Feb, 2027
GoDaddy
Next GoDaddy earnings date
Q4 202611 Feb, 2027
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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.