NYSE$GDDY

GoDaddy Inc. · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

GoDaddy's Q4 2019 earnings were released, demonstrating revenue growth and increased cash flow.

GoDaddy reported a 12.2% increase in revenue, reaching $780.4 million for Q4 2019. The company's unlevered free cash flow increased by 40.1% to $177.7 million, and total bookings grew by 13.8% to $833.6 million.

  • Total revenue reached $780.4 million, a 12.2% increase year-over-year.
  • Total bookings were $833.6 million, up 13.8% year-over-year.
  • Net cash provided by operating activities increased by 26.2% year-over-year to $162.2 million.
  • Unlevered free cash flow increased by 40.1% year-over-year to $177.7 million.

Headline financials

Total Revenue

$780M

Previous: $696M+12.2%
EPS (adj)

$0.34

Previous: $0.24+41.7%
Total Bookings

$833.60

Previous: $732.40+13.8%
ARPU

$158.00

Previous: $148.00+6.8%
Total Customers

19.3K

Previous: 18.5K+4.1%
Free Cash Flow

$177.70

No prior period
Net Income

$61.10

No prior period
Operating Income

$73.50

No prior period
Cash & Equivalents

$1.06K

No prior period
Total Assets

$6.3K

No prior period

Revenue & EPS history

GoDaddy · Revenue · Quarterly

$780M

Q4 2019+12.2%vs Q4 2018
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

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

  • Applications and Commerce
    $363M+11.4%

Forward guidance

GoDaddy anticipates revenue of $3.315 billion for the full year 2020, representing an 11% year-over-year growth. Unlevered Free Cash Flow is expected to be $835 million, a 14% increase.

Tailwinds

  • Projected revenue growth of 11% for the full year 2020.
  • Expected Unlevered Free Cash Flow of $835 million, a 14% increase for the full year 2020.
  • Capital expenditures are anticipated to be around $85 million.
  • Cash interest on long-term debt is estimated to be approximately $80 million.
  • Cash income taxes are expected to be less than $20 million.

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 Q4 2019

Historical avgQ4 2019

+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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