GDDY

EX-99.1

2 gddyex991-20260630xq2earni.htm

EX-99.1

Document

news release

GoDaddy Reports Second Quarter 2026 Financial Results

Company builds on its track record of profitable growth, strong cash generation and leadership in AI-driven innovation

TEMPE, Ariz., July 30, 2026 - GoDaddy Inc. (NYSE: GDDY) today reported financial results for the second quarter ended June 30, 2026.

"GoDaddy is advancing a company-wide AI transformation with Airo at the center, creating an agentic operating system that helps our customers accomplish more," said GoDaddy CEO Aman Bhutani. "Small businesses are engaging with technology in entirely new ways, and Airo's momentum reinforces that we are meeting them where they are going. Our disciplined operating model gives us the capacity to invest in the future and create durable value for customers and shareholders."

"We are executing our AI transformation with the financial discipline that has long defined GoDaddy, and our second quarter results reflect that," said GoDaddy CFO Mark McCaffrey. "We delivered solid revenue growth, expanded profitability and strong free cash flow, while maintaining our disciplined, returns-based approach to capital allocation through substantial share buybacks."

Second Quarter 2026 Business and Financial Highlights

•Total revenue of $1.3 billion, up 7% year-over-year on a reported basis and 6% on a constant currency basis.

•Total bookings of $1.4 billion, up 6% year-over-year on a reported basis and 5% on a constant currency basis.

•Applications and Commerce (A&C) revenue grew 11% year-over-year to $514.8 million.

•Core Platform (Core) revenue grew 4% year-over-year to $783.2 million.

•Operating income of $342.5 million, up 29% year-over-year, representing a 26% margin.

•Net income of $240.1 million, up 20% year-over-year, representing an 18% margin.

•Normalized EBITDA (NEBITDA) of $434.1 million, up 14% year-over-year, representing a 33% margin.

•Net cash provided by operating activities of $442.5 million, up 16% year-over-year.

•Free cash flow of $443.5 million, up 13% year-over-year.

•Airo continued to gain traction, reaching an annualized bookings run rate of $50 million, five times the $10 million shared one quarter ago, as customer adoption and engagement continues to build.

•GoDaddy advanced the identity and discovery layers of the agentic web by announcing its intent to contribute Agent Name Service to the Linux Foundation and co-developing the

100 S. Mill Ave Ste. 1600 Tempe, AZ 85281 | 480.505.8800 | https://investors.godaddy.net

Agentic Resource Discovery, or ARD, with Cisco, Databricks, GitHub, Google, Hugging Face, Microsoft, Nvidia, Salesforce, ServiceNow and Snowflake.

•GoDaddy launched the GoDaddy Developer Platform, introducing a new generation of APIs that allow developers and AI systems to search, purchase, configure and manage domains directly within the tools where they work.

•Total customers of 20.5 million, up 22 thousand during the quarter and 35 thousand since December 31, 2025.

Consolidated Second Quarter Financial Highlights

Three Months Ended

June 30,

Six Months Ended

June 30,

20262025ChangeConstant Currency20262025Change

(in millions, except customers in thousands and ARPU in dollars)

Total Revenue$1,298.0$1,217.66.6 %6.3 %$2,564.9$2,411.96.3 %

Applications and Commerce revenue$514.8$463.911.0 %$1,013.0$910.311.3 %

Core Platform revenue$783.2$753.73.9 %$1,551.9$1,501.63.3 %

International revenue$427.1$395.97.9 %7.1 %$843.0$784.77.4 %

Operating income$342.5$266.328.6 %$653.0$513.627.1 %

Operating income margin26.4 %21.9 %450bps25.5 %21.3 %420bps

Net income(1) $240.1$199.920.1 %$454.7$419.48.4 %

Net income margin(1)

18.5 %16.4 %NM17.7 %17.4 %NM

Net cash provided by operating activities$442.5$379.916.5 %$914.0$784.616.5 %

Segment EBITDA - A&C$241.1$205.817.2 %$466.3$402.715.8 %

Segment EBITDA margin - A&C46.8 %44.4 %250bps46.0 %44.2 %

180bps

Segment EBITDA - Core$261.9$246.16.4 %$515.4$481.47.1 %

Segment EBITDA margin - Core33.4 %32.7 %

70bps 33.2 %32.1 % 110bps

Non-GAAP Results(2):

NEBITDA$434.1$381.713.7 %$847.6$746.113.6 %

NEBITDA Margin33.4 %31.3 %210bps33.0 %30.9 %210bps

Free cash flow$443.5$391.513.3 %$917.1$802.814.2 %

Operating and Business Metrics:

Total bookings$1,422.1$1,345.35.7 %5.2 %$2,877.4$2,762.34.2 %

Average revenue per user (ARPU)$250$2308.7 %$250$2308.7 %

Annualized recurring revenue$4,421.4$4,181.05.7 %$4,421.4$4,181.05.7 %

(1)Net income for the six months ended June 30, 2025 included a one-time benefit for the recognition of an uncertain tax position of $34.6 million.

(2)Reconciliations of non-GAAP results to their most directly comparable GAAP financial measures are set forth in "Reconciliation of Non-GAAP Financial Measures" below.

Share Repurchases

Year to date through July 29, 2026, GoDaddy repurchased 9.8 million shares of its common stock for an aggregate purchase price of $851.8 million, resulting in

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gddy-202602240001609711false00016097112026-02-242026-02-24

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 24, 2026

GoDaddy Inc. (Exact name of registrant as specified in its charter) Delaware 001-36904 46-5769934

(State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification No.)

100 S. Mill Ave, Suite 1600 Tempe Arizona 85281

(Address of Principal Executive Offices) (Zip Code)

(480) 505-8800 Registrant's telephone number, including area code

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Class A Common Stock, $0.001 par value per shareGDDYNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 2.02    Results of Operations and Financial Condition On February 24, 2026, GoDaddy Inc. (the "Company") issued a press release and will hold a conference call announcing its financial results for the quarter and year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K and is incorporated by reference herein. This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. The Company refers to non-GAAP financial information in both the press release and the conference call. A reconciliation of these non-GAAP financial measures to the comparable GAAP financial measures is contained in the attached press release.

Item 9.01    Financial Statements and Exhibits (d)    Exhibits Exhibit NumberExhibit Description

99.1Press release of GoDaddy Inc. dated February 24, 2026

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

GODADDY INC.

Date: February 24, 2026/s/ Mark McCaffrey Mark McCaffrey Chief Financial Officer