GoDaddy Inc. · GDDY · Next earnings

GoDaddy Inc. reports Thursday, Oct 29, 2026

GDDY reports after market close with consensus EPS at $1.88 and revenue at $1.32B. Last quarter: GoDaddy Beats on EPS as AI-Native Products Drive Margin Expansion

Reports After market close39 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.88 Calendar consensus
Consensus revenue $1.32B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where GDDY left off: FY2026 Q1

Full report

GoDaddy Beats on EPS as AI-Native Products Drive Margin Expansion

EPS surprise +4.6% Reported $1.60 vs $1.53
Revenue surprise +0.3% Reported $1.27B vs $1.26B
Stock move -0.0% Event window
Subsequent drift +7.2% Up to 20 sessions

Management reaffirmed full-year FY2026 guidance: approximately 6% revenue growth and EBITDA margin above 33%. This is consistent with the prior quarter's outlook of $5.195-$5.275 billion in revenue and ~$1.8 billion in free cash flow. No upward revision was provided despite the EPS beat, signaling confidence but not incremental optimism. Guidance sentiment is maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Sustained AI product adoption and monetization remain unproven beyond early beta traction; the $10M run rate is a small base relative to $5B+ in annual revenue.
  • The .CO registry contract expiration and softer aftermarket activity could create a revenue headwind in coming quarters.
  • Reliance on promotional offers to drive customer acquisition may pressure margin discipline over time.
  • Macro-economic conditions affecting small-business spending could dampen demand for GoDaddy's core offerings.
  • The stock trades at $75.28 against a $95.00 consensus target, implying the market is pricing in uncertainty about whether AI-driven efficiency gains are structural or cyclical.

Questions analysts left open

  • How customer quality is measured and its impact on long-term retention -- a key question as promotional pricing drives volume.
  • Quantitative impact of AI-driven efficiencies on EBITDA and free cash flow -- analysts seek a clearer bridge from operational gains to financial outcomes.
  • Unit economics and margin profile of Airo AI Builder versus legacy products -- whether AI-native offerings carry structurally different cost dynamics.
  • Shape of the bookings curve for the remainder of the year -- particularly as the .com promotional pricing effect annualizes.
  • Future capital allocation priorities, including whether M&A could complement organic AI investment.

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Recent GDDY quarters

All GDDY earnings
-0.0%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.