NYSE$GDDY

GoDaddy Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

GoDaddy's Q1 2022 earnings were released, demonstrating strong financial results with revenue up 11%.

GoDaddy reported a strong start to 2022, with revenue up 11% year-over-year to $1.0027 billion. The company launched a $750 million accelerated share repurchase program and announced an additional $250 million share repurchase plan. GoDaddy Payments adoption continues to show strength.

  • Total revenue increased by 11.3% year-over-year to $1,002.7 million.
  • Applications & commerce revenue grew by 15.7% to $303.1 million.
  • Core platform revenue increased by 9.5% to $699.6 million.
  • Net income increased significantly to $68.6 million, compared to $10.8 million in the same quarter last year.

Headline financials

Total Revenue

$1B

Previous: $901M+11.3%
EPS (adj)

$0.41

Previous: $0.06+583.3%
Total Bookings

$1.16B

Previous: $1.09B+6.2%
Capital Expenditures

-$12.3M

Previous: -$9M-36.7%
Free Cash Flow

$56.1M

Previous: $1.8M+3016.7%
Net Income

$68.4M

Previous: $10.8M+533.3%
Operating Income

$110M

Previous: $38M+188.4%
Gross Profit

-$417M

Previous: -$369M-12.8%
Cash & Equivalents

$743M

Previous: $1.29B-42.6%
Total Assets

$6.9B

Previous: $7.26B-4.9%

Revenue & EPS history

GoDaddy · Revenue · Quarterly

$1B

Q1 2022+11.3%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

GoDaddy · $303M total across 1 segment · Q1 2022

  • Applications and Commerce
    $303M

Forward guidance

GoDaddy provided guidance for the second quarter ending June 30, 2022, and the full year ending December 31, 2022.

Tailwinds

  • Second quarter revenue is projected to be in the range of $1.01 billion to $1.02 billion, representing approximately 9% year-over-year growth.
  • Applications & commerce revenue growth is expected to be in the range of 14% to 16% for the second quarter.
  • Core platform revenue growth is expected to be in the range of 5% to 7% for the second quarter.
  • Normalized EBITDA for the second quarter is targeted to be in the range of $232 million to $237 million, representing approximately 18% year-over-year growth.
  • Full year revenue is projected to be in the range of $4.14 billion to $4.16 billion, representing approximately 9% year-over-year growth.

Headwinds

  • Guidance does not provide reconciliations from non-GAAP guidance to GAAP.
  • Projections of changes in individual balance sheet amounts are not possible without unreasonable effort.
  • Presentation of such reconciliations would imply an inappropriate degree of precision.
  • Forward-looking statements are subject to risks and uncertainties.
  • Actual results could differ materially from current expectations due to various factors.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.3%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.5%

Avg return

30 days after

55%

24 / 44 earnings

Positive

+18.0%

Q3 2015

Best reaction

-14.3%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%+2.0%-0.2%
Q4 2025-1.7%-4.4%-13.4%
Q3 2025+6.6%+5.0%+0.9%
Q1 2025-8.6%-4.8%-5.3%
Q4 2024-14.3%-16.9%-17.1%
Q3 2024+3.4%+2.6%+22.4%
Q2 2024+4.0%+4.5%+15.1%
Q1 2024+1.1%+7.4%+14.2%
Q4 2023-0.7%-2.1%+4.3%
Q3 2023+16.5%+18.4%+38.9%
Q2 2023-7.7%-6.2%-3.8%
Q1 2023-2.5%-3.0%+6.1%
Q4 2022-0.9%-4.2%-10.1%
Q3 2022-8.3%-4.8%+6.9%
Q2 2022+4.5%+7.0%+1.2%
Q1 2022-4.2%-14.5%-11.0%
Q4 2021+7.6%+15.2%+4.4%
Q3 2021+10.9%+5.9%+2.6%
Q2 2021-13.0%-12.3%-10.8%
Q1 2021-1.5%-1.9%-1.9%
Q4 2020-6.5%-7.3%-21.1%
Q3 2020+2.2%-4.7%+13.1%
Q2 2020+7.9%+6.0%+8.6%
Q1 2020+6.4%+10.0%+14.5%
Q4 2019+10.6%+9.5%-22.5%
Q3 2019+17.5%+11.0%+8.3%
Q2 2019-4.0%-11.4%-13.7%
Q1 2019-2.1%-3.1%-8.3%
Q4 2018+4.4%+3.7%+3.2%
Q3 2018-8.9%-11.7%-9.8%
Q2 2018+1.3%+2.4%+8.6%
Q1 2018+4.2%+4.8%+9.4%
Q4 2017+10.4%+8.4%+9.5%
Q3 2017+3.7%+2.8%-0.2%
Q2 2017+3.1%-2.6%+3.2%
Q1 2017-3.1%-2.0%+4.7%
Q4 2016-1.3%+1.0%+2.3%
Q3 2016-5.7%-6.9%-5.7%
Q2 2016+8.3%+13.6%+11.4%
Q1 2016-1.5%
Q4 2015+3.4%
Q3 2015+18.0%
Q2 2015-8.3%
Q1 2015+3.2%
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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