GoDaddy Inc. (GDDY) Earnings Call Transcripts

GoDaddy Inc.'s Latest Earnings Call - Q2 FY2026

In GoDaddy's Q2 2026 earnings call, the company reported revenue of $1.3 billion, up 7% year-over-year, and normalized EBITDA of $434 million, reflecting a margin expansion of over 200 basis points. Notably, the annualized bookings run rate for Airo surged to $50 million, a significant increase from $10 million just a quarter prior, indicating strong customer adoption. Management narrowed full-year revenue guidance to $5.215 billion to $5.255 billion, maintaining a growth outlook of 6% at the midpoint, while projecting Q3 revenue in the range of $1.315 billion to $1.335 billion, representing 5% growth at the midpoint.

Reported metrics

Guidance from management

GoDaddy narrowed its full-year revenue guidance to $5.215 billion to $5.255 billion, reflecting a growth expectation of 6% at the midpoint. For Q3, they expect revenue in the range of $1.315 billion to $1.335 billion, indicating a growth rate of 5% at the midpoint.

What management said

Yes. And just to add to that, the trade-off is we used to have separate SKUs for Commerce, but now it's all the capabilities are included within Airo and we will get to see the transaction value related to that. But the reality is that becomes a second or a third attached product. When we get to second or third attached products with our customers, as we have always said, the retention goes up. The retention goes up...

Yes. And Ken, on the guidance and what we're looking at for the back half of the year, keep in mind, while we're lapping the $4.99 offer, that's a bookings impact we'll see immediate, but the revenue still rolls out throughout the year. So we'll still have some headwinds related to the revenue from the discount that we offered in the first part of the year. That, coupled with the fact we don't include the high-value ...

What analysts pressed on

Analysts expressed concerns about the potential slowdown in A&C bookings and the impact of AI on customer behavior. There were questions regarding the transition period for Airo and how it would affect existing product lines, particularly in relation to pricing and bundling strategies.

Main topics on the call

• Airo Growth and Adoption — Airo's annualized bookings run rate increased 5x to $50 million, reflecting strong customer engagement and satisfaction. Management stated, "Customers are choosing Airo at a rate that is exceeding our expectations," high...
• Revenue Performance — Total revenue for Q2 was $1.3 billion, exceeding the midpoint of guidance. The Applications and Commerce segment grew 11% to $515 million, driven by customer adoption of solutions, while Core Platform revenue grew 4% to ...
• AI Transformation Strategy — GoDaddy is focused on integrating AI into its operations, with Airo serving as the centerpiece of this transformation. Management emphasized that "Airo can build out the comprehensive experience of whatever a small busin...
• Guidance Adjustments — Management narrowed full-year revenue guidance to $5.215 billion to $5.255 billion, reflecting a cautious outlook due to the impact of the .CO registry contract expiration. For Q3, they expect revenue between $1.315 bill...

Read the full GoDaddy Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 57 GoDaddy Inc. earnings call transcripts on record, spanning February 13, 2020 to July 30, 2026. Based on this history, GoDaddy Inc. reports quarterly. The most recent call on file is dated July 30, 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

57

First call

February 13, 2020

Most recent

July 30, 2026

Reporting cadence

quarterly