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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
GoDaddy
GoDaddy (GDDY) investor relations material
GoDaddy Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Achieved or exceeded all 2025 financial targets, with total revenue of $5.0 billion, up 8% year-over-year, and strong growth in both Applications & Commerce and Core Platform segments.
Normalized EBITDA margin expanded to 32% for 2025, with free cash flow up 19% to $1.6 billion.
AI-powered solutions, including Airo.ai and Agent Name Service, drove operational efficiency, higher-quality customer cohorts, and innovation.
Maintained a durable and differentiated market position with over 20 million customers and global platform scale.
Go-to-market strategy evolved with streamlined domain purchase experience and promotional pricing, increasing new customer volume but shifting contract mix to shorter terms.
Financial highlights
FY 2025 revenue reached $5.0 billion, up 8% year-over-year; Q4 revenue was $1.3 billion, up 7%.
Applications & Commerce revenue grew 14% to $1.9 billion; Core Platform revenue rose 5% to $3.1 billion.
Q4 Normalized EBITDA was $431 million (34% margin), up 12% year-over-year.
Free cash flow for 2025 was $1.6 billion, up 19% year-over-year.
Net income for 2025 was $875 million, including a one-time $34.6 million tax benefit.
Outlook and guidance
2026 revenue expected at $5.195–$5.275 billion (+6% at midpoint), with Applications & Commerce growth in low double digits and Core Platform in low single digits.
Normalized EBITDA margin expected to exceed 33%; free cash flow projected at $1.8 billion.
Q1 2026 revenue guidance: $1.25–$1.27 billion (+6%), with 32% EBITDA margin.
Bookings growth to trail revenue in Q1 due to go-to-market changes and .co contract expiration, but expected to reach parity by year-end.
GoDaddy Airo: What's the next phase of agent rollout?
What drives the 9k Q4 customer growth vs ARPU increase?
Future share repurchase strategy given FCF outlook?
Airo.ai monetization strategy details
1-year domain promo's long-term value impact
AI cost visibility and margin impact?
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Next GoDaddy earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
GoDaddy
Next GoDaddy earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
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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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