NYSE$GDDY

GoDaddy Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

GoDaddy's Q2 2022 financial results reflected a focus on strategic initiatives and financial targets, with revenue up 9% year-over-year and net income up 93% year-over-year.

GoDaddy reported strong second-quarter results with revenue up 9% year-over-year and net income up 93% year-over-year. The company bought back $1 billion of shares year-to-date, demonstrating its commitment to returning value to shareholders.

  • GoDaddy's total revenue increased by 9% year-over-year to $1,015.5 million.
  • Net income increased by 93% year-over-year to $90.5 million.
  • Normalized EBITDA increased by 30.3% year-over-year to $258.4 million.
  • The company repurchased 12.8 million shares for $1 billion year-to-date, reducing fully diluted shares outstanding by approximately 8%.

Headline financials

Total Revenue

$1.02B

Previous: $931M+9.0%
EPS (adj)

$0.56

Previous: $0.27+107.4%
Total Bookings

$1.12B

Previous: $1.05B+6.1%
Capital Expenditures

-$30.2M

Previous: -$21.1M-43.1%
Free Cash Flow

$60.2M

Previous: $25.7M+134.2%
Net Income

$90.4M

Previous: $46.8M+93.2%
Operating Income

$125M

Previous: $88M+41.6%
Gross Profit

-$407M

Previous: -$381M-6.8%
Cash & Equivalents

$770M

Previous: $1.38B-44.0%
Total Assets

$6.9B

Previous: $7.36B-6.2%

Revenue & EPS history

GoDaddy · Revenue · Quarterly

$1.02B

Q2 2022+9%vs Q2 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

GoDaddy · $317M total across 1 segment · Q2 2022

  • Applications and Commerce
    $317M+80.1%

Forward guidance

For the third quarter ending September 30, 2022, GoDaddy is targeting total revenue in the range of $1.030 billion to $1.045 billion, representing year-over-year growth of 8% at the midpoint.

Tailwinds

  • Targeting total revenue in the range of $1.030 billion to $1.045 billion for Q3 2022.
  • Expecting applications and commerce revenue growth in the range of 13% to 15% for Q3 2022.
  • Expecting core platform revenue growth in the range of 4% to 6% for Q3 2022.
  • Targeting normalized EBITDA in the range of $250 million to $260 million for Q3 2022.
  • Expecting unlevered free cash flow of approximately $1.1 billion for full year 2022.

Headwinds

  • Revising targeted range for total revenue in the year ending December 31, 2022 due to adverse foreign exchange (FX) rate impacts.
  • Now expects total 2022 revenue to be in the range of $4.10 billion to $4.13 billion.
  • Estimated adverse FX impact of approximately $35 million for the year.
  • Unspecified risks and uncertainties could affect GoDaddy’s business and financial results.
  • The unpredictable nature of rapidly evolving market.

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 Q2 2022

Historical avgQ2 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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