GoDaddy Inc. (GDDY) Earnings Call Transcripts

GoDaddy Inc.'s Latest Earnings Call - September 9, 2026

In the Q2 2026 earnings call, GoDaddy Inc. reported a revenue of $1.2 billion, exceeding estimates of $1.15 billion, reflecting a 10% year-over-year growth. Earnings per share (EPS) came in at $0.45, beating expectations by $0.05. Management maintained its guidance for full-year free cash flow of $1.8 billion, signaling confidence in continued operational efficiency despite ongoing investments in AI and the Airo platform. The company's focus on micro businesses and the integration of AI tools are expected to drive future growth and customer retention.

Reported metrics

Guidance from management

Management maintained its free cash flow guidance of $1.8 billion for the year and projected a 25% CAGR over the next three years, indicating confidence in growth despite ongoing investments in AI.

What management said

Yes. It allows us flexibility to continue to invest, too, in the things that drive top line and the continued innovation in our products like Airo as well. So we're able -- to your question, is it negative, positive or neutral, it's sort of neutral from the perspective that it drives like investment in innovation, but it also drives efficiency in our operations as well.

Yes, yes, yes. Those are levers, right? The North Star free cash flow per share, the three that you just described, those are three levers available to us to continue to drive that. And so all of those matter.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of AI on margins and the sustainability of growth rates. Questions were raised about how GoDaddy plans to balance investment in innovation with maintaining its attractive margin profile.

Main topics on the call

• Revenue Growth and Customer Retention — GoDaddy's revenue reached $1.2 billion, up 10% YoY, driven by strong customer retention rates of 85% for one product and higher for multiple products. Management stated, "When we get to a third product, we pretty much ha...
• Airo Platform Adoption — The Airo platform has significantly improved customer engagement, with existing customers adopting additional products 30% faster. Management noted, "Customers on Airo, 70% of them have a second product attach," indicati...
• AI Integration and Efficiency Gains — Management emphasized that AI is enhancing operational efficiencies, stating, "Our ability to code and launch products... is becoming a lot more streamlined." This suggests that AI is not only a growth driver but also a ...
• Free Cash Flow Guidance — GoDaddy maintained its free cash flow guidance at $1.8 billion for the year, with a projected CAGR of 25% over the next three years. Management reiterated that free cash flow remains their "North Star" for decision-makin...

Read the full GoDaddy Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 60 GoDaddy Inc. earnings call transcripts on record, spanning February 13, 2020 to September 9, 2026. Based on this history, GoDaddy Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GDDY

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

IT Services

Calls on record

60

First call

February 13, 2020

Most recent

September 9, 2026

Reporting cadence

quarterly