GoDaddy (GDDY) Corporate presentation summary

Strategic vision and business model

• Focused on making opportunity more inclusive and guiding entrepreneurs to digital business success through integrated global solutions connecting identity, presence, and commerce.

• Leverages a trusted brand, over 20 million customers, broad product portfolio, and deep technology expertise.

• Operates two main segments: Applications & Commerce and Core Platform, driving higher customer lifetime value through product attachment.

AI transformation and product innovation

• Airo serves as the centerpiece of the AI transformation, providing an agentic operating system for small businesses with strong adoption and customer satisfaction.

• Key initiatives include Agent Name Service (ANS) and Agentic Resource Discovery (ARD), advancing open standards for digital identity and AI agent discovery.

• Expanding API ecosystem for developers and AI agents, enabling programmatic access to domains, hosting, and commerce.

• AI-driven internal operations improve productivity, resolution rates, and cost discipline.

Financial performance and growth

• Achieved 2025 revenue of $5.0B (8% growth), with Applications & Commerce at $1.9B (14% growth) and Core Platform at $3.1B (5% growth).

• Q2 2026 revenue reached $1,298M (7% growth), NEBITDA margin at 33.4%, and free cash flow at $443M (13% growth).

• ARPU increased to $250 in Q2 2026, with high-value cohorts ($500+ spend) showing near-perfect retention and driving ARPU expansion.

• Multi-year track record of sustainable revenue, margin, and free cash flow growth, with NEBITDA margin expanding from 24.8% in 2022 to 32% in 2025.