Godaddy Inc. · NYSE:GDDY
Godaddy — Q3 2026 Earnings Presentation
31 slides from Godaddy's earnings presentation, Oct 29, 2026
Slide 1: Q3 2026 Earnings Results
Q3 2026 Earnings Results October 29, 2026 Chef Anthony & Chef Dominic The French Italian Table THEFRENCHITALIANTABLE.COM © 2026 GoDaddy Inc.
Slide 2: Forward-looking statements and non-GAAP financial measures
Forward-looking statements and non-GAAP financial measures This presentation contains forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on estimates and information available to us at the tim
Slide 3: Our purpose, strategy and right to win
Our purpose To make opportunity more inclusive for all Our strategy To serve our customers’ needs by becoming the agentic operating system for micro and small businesses Our right to win Grounded in our trusted brand, more than 20 million customers, strong distribution, broad product portfolio, deep
Slide 4: Q3 2026 performance metrics and milestones
Q3 2026 performance metrics and milestones Chef Anthony & Chef Dominic The French Italian Table THEFRENCHITALIANTABLE.COM 6% 33% $100M+ More than 2X since Q2 Total bookings NEBITDA Airo annualized growth margin bookings run rate 4 © 2026 GoDaddy Inc.
Slide 5: Airo: The centerpiece of our AI transformation
Airo: The centerpiece of our AI transformation Replaces Websites + Marketing as our flagship website building solution Now default in the domains path Priced for broad adoption with encouraging conversion and attach rates 5 © 2026 GoDaddy Inc.
Slide 6: Meeting our customers where they build
Meeting our customers where they build Continuing to launch agent-friendly APIs Expanding pricing and bundling with new competitive offers Improving traffic and visibility in AI channels 6 © 2026 GoDaddy Inc.
Slide 7: ANS: Building trust on the agentic open internet
ANS: Building trust on the agentic open internet Positioning GoDaddy as foundational infrastructure for the agentic open internet Showcasing the power of verified identities alongside strategic partners Demonstrating how open standards will be integral to the agentic open internet 7 © 2026 GoDaddy I
Slide 8: GoDaddy investment thesis
Profitable growth at scale Sustainable GoDaddy revenue model investment Robust thesis cash flow Disciplined shareholder return Invest in high ROI opportunities 8 © 2026 GoDaddy Inc.
Slide 9: Q3 2026 progression towards GoDaddy's North Star
Q3 2026 progression towards GoDaddy’s North Star Chef Anthony & Chef Dominic The French Italian Table THEFRENCHITALIANTABLE.COM 6% 33% $1.8B TTM free cash flow Total revenue NEBITDA 123M fully diluted growth margin shares outstanding 9 © 2026 GoDaddy Inc.
Slide 10: Q3 2026 financial results
Q3 2026 financial results Bookings Revenue ARPU NEBITDA Free cash flow $1,432M $1,355M $1,342M $1,265M $481M $253 $449M $237 $440M $409M 6% 6% 7% 10% 9% growth growth growth growth growth 2025 2026 2025 2026 2025 2026 2025 2026 2025 2026 10 © 2026 GoDaddy Inc.
Slide 11: Q3 2026 revenue
Q3 2026 revenue Total revenue 6% Total revenue growth Core Applications & 9% Platform Commerce (A&C) $0.8B $1.3B $0.5B A&C revenue growth ~60% of revenue ~40% of revenue 4% Core Platform revenue growth 11 © 2026 GoDaddy Inc.
Slide 12: Customer Retention
High-quality cohorts driving higher retention Customer retention by Customers spending $500+ annually number of products attached ~10% of customer base 85%+ > 50% of GoDaddy customer base 95%+ 2.0M Customer retention 1.8M Customer Retention 1.5M 1.5M $242 85%+ 7% $220 $203 $197 ARPU growth <=1 2+ 3+
Slide 13: Disciplined execution driving sustained margin expansion
Disciplined execution driving sustained margin expansion 10% Q3 NEBITDA Annual NEBITDA NEBITDA growth $1.6B $1.4B 33% $449M $409M $1.1B $1.0B 32% NEBITDA margin 31% 27% 16% 120 bps 25% CAGR 2025 2026 2022 2023 2024 2025 2026E NEBITDA margin expansion NEBITDA Margin Represents four-year Normalized EB
Slide 14: Proven track record of strong free cash flow growth
Proven track record of strong free cash flow growth Q3 free cash flow Annual free cash flow 9% $1.6B Free cash flow growth $1.4B $481M $440M $1.1B $1.0B >1:1 17% CAGR Free cash flow conversion 2025 2026 2022 2023 2024 2025 2026E Represents four-year Free Cash Flow CAGR from 2021YE through 2025. 14 ©
Slide 15: Balance sheet and liquidity
Balance sheet and liquidity $1.1B Fixed interest rates Leverage ratio providing stability Cash Fixed 85% Variable 15% $2.3B 1.7X 1.6X 1.4X Total liquidity $2.7B Term loan Maturity $1.4B 2029 $1.0B 2031 Unsecured notes Maturity Net debt 2024 2025 Q3 2026 $600M 2027 $800M 2029 15 © 2026 GoDaddy Inc.
Slide 16: Disciplined capital allocation to maximize shareholder returns
Disciplined capital allocation to maximize shareholder returns Value of shares repurchased >95% $1.6B FCF deployed to buyback $1.4B shares over the last 4 years $1.3B $1.3B 12% $0.7B Reduction in FDSO YTD 39% Reduction in FDSO since 2022 2022 2023 2024 2025 Oct-26 16 © 2026 GoDaddy Inc.
Slide 17: Positioned for durable revenue growth, margin expansion and strong free cash flow
Positioned for durable revenue growth, margin expansion and strong free cash flow Outlook FY 2026 Revenue $5.215B - $5.255B* Segment growth rates: Applications & Commerce ~10% Core Platform ~4% NEBITDA margin 33%+ Chef Anthony & Chef Dominic Free cash flow ~$1.8B The French Italian Table THEFRENCHIT
Slide 18: GoDaddy investment thesis
Profitable growth at scale Sustainable GoDaddy revenue model investment Robust thesis cash flow Disciplined shareholder return Invest in high ROI opportunities 18 © 2026 GoDaddy Inc.
Slide 19: Appendix
Appendix Chef Anthony & Chef Dominic The French Italian Table THEFRENCHITALIANTABLE.COM 19 © 2026 GoDaddy Inc.
Slide 20: Delivered on our Q3 2026 targets during Airo transformation
Delivered on our Q3 2026 targets during Airo transformation Growth/ Key metrics Q3 2026 Q3 2025 Q3 Guidance* Expansion Revenue $1,342M $1,265M 6% $1.315B - $1.335B Applications & Commerce revenue $524M $481M 9% Low double-digits Core Platform revenue $818M $784M 4% Low single-digits Normalized EBITD
Slide 21: Primary domains revenue
Primary domains revenue Durable subscription business Q3 domains revenue Annual domains revenue $1.8B $1.7B $486M $1.5B $1.6B $460M 6% growth 6% CAGR 2025 2026 2022 2023 2024 2025 Represents four-year domains revenue CAGR from 2021YE through 2025. 21 © 2026 GoDaddy Inc.
Slide 22: Aftermarket revenue
Aftermarket revenue Transactional business subject to global macro-economic conditions Q3 Aftermarket revenue Annual Aftermarket revenue 10% increase $510M $457M $438M $436M $151M $136M $325 $265 $357 $345 $218 $217 5% CAGR 2025 2026 2022 2023 2024 2025 Average transaction value (ATV) Average Transa
Slide 23: 2026 Modeling Guide
2026 Modeling Guide Metric ($M) 2026 Capital expenditures ~$30M Cash interest on debt ~$150M GAAP interest expense, net ~$110M Cash income taxes ~$30M GAAP provision for income taxes ~$300M 23 © 2026 GoDaddy Inc.
Slide 24: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Three months ended Reconciliation of NEBITDA ($M) September 30, 2026 2025 Net income $261.8 $210.5 Depreciation and amortization 12.7 28.4 Equity-based compensation expense 67.3 79.6 Interest expense, net 28.2 28.7 Restructuring and other1 8.5 4.9 Pr
Slide 25: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Year ended December 31, Reconciliation of NEBITDA ($M) 2022 2023 2024 2025 Net income $352.9 $1,375.6 $936.9 $875.0 Depreciation and amortization 194.6 171.3 135.3 116.6 Equity-based compensation expense 264.4 294.0 299.1 317.8 Interest expense, net
Slide 26: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Three months ended September 30, Reconciliation of free cash flow ($M) 2026 2025 Net cash provided by operating activities $487.7 $444.2 Capital expenditures (11.9) (9.3) Cash paid for restructuring and other charges1 5.0 5.6 Free cash flow $480.8 $440.5 1 In
Slide 27: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Year ended December 31, Reconciliation of free cash flow ($M) 2022 2023 2024 2025 Net cash provided by operating activities $979.7 $1,047.6 $1,287.7 $1,599.4 Capital expenditures (59.7) (42.0) (26.6) (23.9) Cash paid for acquisition-related costs 37.9 11.2 16.
Slide 28: Net Debt
Non-GAAP reconciliation: Net Debt Reconciliation of net debt ($M) September 30, 2026 Current portion of long-term debt 14.9 Long-term debt 3,756.4 Unamortized original issue discount and debt issuance costs 39.4 Total debt $3,810.7 Less: cash and cash equivalents (1,119.8) Net debt $2,690.9 28 © 202
Slide 29: Non-GAAP financial measures and other operating and business metrics
Non-GAAP financial measures and other operating and business metrics Total bookings is an operating metric representing the total value of customer contracts entered into during the period, excluding refunds. We believe total bookings provides additional insight into the performance of our business
Slide 30: Non-GAAP financial measures and other operating and business metrics
Non-GAAP financial measures and other operating and business metrics Annualized recurring revenue (ARR) is an operating metric defined as annualized quarterly recurring GAAP revenue, net of refunds, from new and renewed subscription-based services. ARR is exclusive of any revenue that is non-recurri
Slide 31: Q3 2026 Earnings Results
Q3 2026 Earnings Results October 29, 2026 Chef Anthony & Chef Dominic The French Italian Table THEFRENCHITALIANTABLE.COM © 2026 GoDaddy Inc.