NYSE$GDDY

GoDaddy Inc. · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

GoDaddy's Q4 2021 financial results were reported, showcasing revenue growth and strategic advancements.

GoDaddy reported strong Q4 and full-year 2021 results, with Q4 revenue exceeding $1 billion for the first time. The company also announced a $3 billion share repurchase plan, signaling confidence in its financial health and future prospects.

  • GoDaddy's Q4 revenue reached $1,019.3 million, a 16.6% increase year-over-year.
  • Total bookings for Q4 2021 were $1,050.1 million, up 11.3% year-over-year.
  • The company's annualized recurring revenue (ARR) from 'Create and Grow' products surpassed $410 million, growing 19% year-over-year.
  • GoDaddy launched several Pro Hub enhancements, including priority care ticketing and commission-based incentives.

Headline financials

Total Revenue

$1.02B

Previous: $874M+16.6%
EPS (adj)

$0.52

Previous: $0.41+26.8%
Total Bookings

$1.05B

Previous: $943M+11.3%
ARPU

$182.00

Previous: $166.00+9.6%
Total Customers

21.2K

Previous: 20.6M-99.9%
Net Income

$87.4M

Previous: $70.8M+23.4%
Operating Income

$125M

Previous: $92.5M+34.9%
Cash & Equivalents

$1.26B

Previous: $765M+64.1%

Revenue & EPS history

GoDaddy · Revenue · Quarterly

$1.02B

Q4 2021+16.6%vs Q4 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

GoDaddy · $192M total across 1 segment · Q4 2021

  • Applications and Commerce
    $192M

Forward guidance

GoDaddy expects for the first quarter ending March 31, 2022, total revenue in the range of $985 million to $990 million, representing year over year growth of 10% at the midpoint, versus last year. For the full year ending December 31, 2022, GoDaddy expects total revenue in the range of $4.14 billion to $4.16 billion, representing year over year growth of 9% at the midpoint, versus the $3.82 billion of revenue generated in 2021. GoDaddy expects unlevered free cash flow of approximately $1.1 billion, representing growth of 15%, year over year, versus the $960 million of unlevered free cash generated in 2021.

Tailwinds

  • Total revenue in the range of $985 million to $990 million for Q1 2022.
  • Year-over-year revenue growth of 10% at the midpoint for Q1 2022.
  • Total revenue in the range of $4.14 billion to $4.16 billion for FY 2022.
  • Year-over-year revenue growth of 9% at the midpoint for FY 2022.
  • Unlevered free cash flow of approximately $1.1 billion for FY 2022.

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 2021

Historical avgQ4 2021

+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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