GoDaddy Inc.'s management explains the business in its own materials. The slides below do the most of that work, pulled from the documents preserved in Sources. Each source link opens the complete presentation at that slide in a new tab.
GoDaddy's current, self-contained overview deck — the fastest route from zero to understanding what the company does, how the two segments make money, and where the AI (Airo/ANS) story and the financials stand today. · Open the full document →
p. 4 — Purpose and strategy in management's own words: guide everyday entrepreneurs from identity to presence to commerce. · Open the full presentation →p. 5 — The investment thesis as a flywheel — durable growth, margin expansion and disciplined capital return, all in service of free cash flow. · Open the full presentation →p. 6 — The five pillars of the equity story, from leading the agentic era to shareholder returns — a one-slide map of what follows. · Open the full presentation →p. 8 — The 'Entrepreneur's Wheel' — the core diagram of how identity, presence and commerce products connect, now with Airo at the center. · Open the full presentation →p. 9 — How AI shows up in the business: monetizing AI-native products, building the Agent Name Service identity layer, and cutting internal cost. · Open the full presentation →p. 10 — The high-value cohort: $500+ customers are ~10% of the base with 85%+ retention, driving overall ARPU higher. · Open the full presentation →p. 12 — The six durable strengths the AI push is built on — global brand, domain leadership, scaled infrastructure, data, engineering and care. · Open the full presentation →p. 13 — The product map: what actually sits inside Applications & Commerce versus Core Platform — the clearest picture of the two segments. · Open the full presentation →p. 14 — Unit economics in one chart: a domain-only customer is worth 1x; add presence and commerce and lifetime value climbs to ~83x. · Open the full presentation →p. 15 — Why the model compounds — retention rises with both tenure and the number of products attached, well above the 85% base. · Open the full presentation →p. 16 — Average revenue per user has risen steadily from $170 (2020) to $242 (2025) across a stable ~20M-customer base. · Open the full presentation →p. 17 — The care organization as a moat: ~5,700 guides, ~12M contacts a year, 65+ NPS, and $480M+ of bookings generated. · Open the full presentation →p. 19 — The integrated software platform stack — cloud, data, AI/ML and monetization layers underneath every product. · Open the full presentation →p. 20 — The four levers management leans on for growth: pricing & bundling, seamless experience, commerce and Airo. · Open the full presentation →p. 21 — Concrete product examples of how Airo spans the ecosystem — domain, logo, website, marketing, payments, LLC formation and email. · Open the full presentation →p. 22 — Airo AI Builder ('describe your idea, get a live website') reached a $10M+ annualized bookings run-rate within weeks. · Open the full presentation →p. 23 — Agent Name Service: GoDaddy's bid to be the DNS-anchored identity layer for AI agents across MCP, A2A and other protocols. · Open the full presentation →p. 24 — Where internal AI lands operationally — replacing third-party SaaS, improving care resolution, and lifting sales conversion. · Open the full presentation →p. 28 — 2025 revenue mix: $5.0B total, split ~60% Core Platform / ~40% Applications & Commerce, with A&C growing fastest at 14%. · Open the full presentation →p. 29 — The multi-year record: revenue, NEBITDA (margin rising to 32%) and free cash flow all compounding through 2026E. · Open the full presentation →p. 30 — Q1 2026 scorecard — bookings, revenue, ARPU, NEBITDA and free cash flow, each with year-over-year growth. · Open the full presentation →p. 31 — Balance sheet and debt profile: $1.3B cash, 1.4x leverage, and 87% of debt at fixed rates with a laddered maturity schedule. · Open the full presentation →p. 32 — Capital allocation: >95% of free cash flow goes to buybacks, cutting fully diluted shares and returning ~$5.1B cumulatively. · Open the full presentation →p. 33 — Delivered at or ahead of every FY2025 target — revenue, segment growth, margin, free cash flow and share count. · Open the full presentation →p. 36 — The two Core Platform cash engines: aftermarket (domain resale) and durable domains revenue, with transaction values rising. · Open the full presentation →p. 37 — 2026 modeling guide — capex of just ~$30M against ~$5B revenue underlines how asset-light the model is. · Open the full presentation →
Management's fullest strategy statement, with segment leaders walking through TAM, unit economics, international, marketing efficiency and segment-level financials — the depth the quarterly overview leaves out, plus the three-year targets GoDaddy is now measured against. · Open the full document →
p. 7 — The market thesis: entrepreneurship, widening internet use and AI-driven automation as the secular tailwinds behind the model. · Open the full presentation →p. 9 — The headline three-year plan: $4.5B+ cumulative free cash flow and a 20%+ CAGR in free cash flow per share through 2026. · Open the full presentation →p. 10 — The value-creation equation stated plainly — 6-8% revenue growth plus ~33% NEBITDA margin equals strong free cash flow. · Open the full presentation →p. 13 — The competitive advantages, quantified: ~85M domains, 60%+ direct traffic, 21M customers, ~85% retention and 65+ tNPS. · Open the full presentation →p. 14 — The opportunity framed as lifetime value: a $90B+ addressable base against ~$12B of projected revenue from existing customers. · Open the full presentation →p. 15 — Which levers drive growth versus margin — commerce, seamless experience, pricing/bundling, cost optimization, Airo and partnerships. · Open the full presentation →p. 53 — The commerce prize: a $1 trillion addressable payment-volume opportunity in the base, with aGPV up 125% year-over-year in 2023. · Open the full presentation →p. 56 — International by the numbers: 10M customers, $1.4B revenue, 150+ markets and #1 domain share in top English-speaking markets. · Open the full presentation →p. 57 — The international playbook — take a domain-heavy customer base and attach the global software platform with local touches. · Open the full presentation →p. 63 — The emerging-markets runway: 6.7B people, more than half of new international customers, and $400M of revenue today. · Open the full presentation →p. 69 — The brand moat, measured: GoDaddy holds the highest aided awareness in the industry, well above its nearest competitors. · Open the full presentation →p. 72 — The payoff of that brand — GoDaddy spends ~8% of revenue on marketing versus 17-32% for competitors. · Open the full presentation →p. 115 — The mix-shift story: higher-margin Applications & Commerce grows toward 40%+ of revenue, pulling NEBITDA margin toward 33%. · Open the full presentation →p. 119 — Applications & Commerce segment economics — revenue to $1,430M with segment EBITDA margin rising to 42%. · Open the full presentation →p. 120 — Core Platform segment economics — a durable ~$2.8B cash generator at 29% segment EBITDA margin. · Open the full presentation →p. 121 — The aftermarket business explained: a transactional domain-resale line, lumpy quarter to quarter but stable annually. · Open the full presentation →p. 123 — The margin bridge by segment — 2023 NEBITDA of $1,134M, with A&C at 42% and Core at 29%, both expanding since 2020. · Open the full presentation →p. 124 — The cost lever: technology & development spend split product/infrastructure, trending down as a share of revenue. · Open the full presentation →p. 125 — Capital-allocation discipline — $2.6B of buybacks in 2022-2023 cut diluted shares 20%, with buybacks a standing priority. · Open the full presentation →p. 127 — Management's own scorecard against its 2022 Investor Day targets — a check on whether it delivers what it promises. · Open the full presentation →
Q1 2026 Earnings Presentation — Q1 2026 · 36 pages · The latest quarterly results and guidance in management's own detail, beyond the summary carried in the overview deck. · Open →
Q4 & Full-Year 2025 Earnings Presentation — Q4 2025 · 41 pages · Full-year 2025 results and the initial 2026 outlook — the numbers the current targets are anchored to. · Open →
