NYSE$GDDY

GoDaddy Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

GoDaddy's Q3 2024 financial results were released, showcasing profitable growth, strong cash generation, and share repurchases.

GoDaddy reported a solid third quarter with total revenue of $1.15 billion, up 7% year-over-year, and net income of $190.5 million, up 45% year-over-year. The company continues to roll out its innovative GoDaddy Airo™ AI-powered experience.

  • Total revenue reached $1.15 billion, a 7% increase year-over-year.
  • Applications and Commerce (A&C) revenue grew by 16% year-over-year, reaching $423.1 million.
  • Core Platform revenue totaled $724.5 million, a 3% increase year-over-year.
  • Net income increased by 45% year-over-year, reaching $190.5 million.

Headline financials

Total Revenue

$1.15B

Previous: $1.07B+7.3%
EPS

$1.32

Previous: $0.89+48.3%
Total Bookings

$1.24B

Previous: $1.14B+9.1%
ARPU

$215.00

Previous: $200.00+7.5%
Fully Diluted Shares

144.0M

No prior period
Capital Expenditures

-$12.2M

Previous: -$38M+67.9%
Free Cash Flow

$178M

Previous: $92.7M+92.3%
Net Income

$191M

Previous: $131M+45.8%
Operating Income

$254M

Previous: $167M+51.9%
Gross Profit

-$438M

Previous: -$434M-0.9%
Total Assets

$8B

Previous: $6.5B+23.0%
R&D Expense

$205M

Previous: $202M+1.7%

Revenue & EPS history

GoDaddy · Revenue · Quarterly

$1.15B

Q3 2024+7.3%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

GoDaddy · $363M total across 1 segment · Q3 2023

  • Applications and Commerce
    $363M+11.4%

Forward guidance

GoDaddy raised its revenue expectations to a range of $4.545 billion to $4.565 billion for the full year ending December 31, 2024, representing year-over-year growth of 7% at the midpoint. GoDaddy expects total revenue in the range of $1.165 billion to $1.185 billion for the fourth quarter ending December 31, 2024.

Tailwinds

  • Revenue expectations raised to $4.545B - $4.565B for full year 2024.
  • Year-over-year revenue growth of 7% expected.
  • NEBITDA margin expected to be approximately 30%.
  • A&C revenue growth in the mid-teens.
  • Unlevered free cash flow target raised to at least $1.475 billion.

Headwinds

  • Projections of changes in individual balance sheet amounts are not possible without unreasonable effort.
  • Macroeconomic conditions and developments in the economy, financial markets and credit markets.
  • Continued escalation of geopolitical tensions.
  • The level of interest rates and inflationary pressures.
  • Ability to remediate the identified material weakness in internal control over financial reporting and to maintain effective internal control over financial reporting.

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 Q3 2024

Historical avgQ3 2024

+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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