NYSE$GDDY

GoDaddy Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

GoDaddy reported Q4 2025 revenue of $1.27B (+7%) and net income of $245.1M.

Q4 total revenue $1.274B (+6.8%); net income $245.1M (+23%). A&C revenue $497.7M (+13%); Core $776.2M (+3%). ARPU $242 (+10%). FY revenue $4.95B (+8%). 2026 revenue guide $5.195B–$5.275B (~6% growth).

  • Q4 revenue $1.27B (+7%).
  • Net income $245M (+23%).
  • ARPU $242 (+10%).
  • 2026 revenue guide ~6%.

Headline financials

Total Revenue

$1.27B

Previous: $1.19B+6.8%
EPS (adj)

$1.80

Previous: $1.36+32.4%
Total Bookings

$1.28B

Previous: $1.22B+5.0%
ARPU

$242.00

Previous: $220.00+10.0%
NEBITDA Margin

33.8%

Previous: 32.3%+4.6%
Fully Diluted Shares

136.2K

Previous: 145.6K-6.5%
Total Customers

20.4K

Previous: 20.5K-0.4%
ARR

$4.34B

Previous: $4.04B+7.3%
Capital Expenditures

-$6.9M

Previous: -$14.4M+52.1%
Net Income

$245M

Previous: $199M+23.4%
Operating Income

$317M

Previous: $256M+24.0%

Revenue & EPS history

GoDaddy · Revenue · Quarterly

$1.27B

Q4 2025+6.8%vs Q4 2024
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

FY 2026 revenue $5.195B–$5.275B; agentic internet and MuleSoft DNS integration highlighted.

Tailwinds

  • Bookings $5.4B (+7%).
  • A&C segment +14% FY.
  • FCF compounding and margin expansion.

Headwinds

  • Core platform growth slower (+3% Q4).
  • Tax benefits affect YoY net income.
  • Competitive domain and hosting pricing.

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 2025

Historical avgQ4 2025

+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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