GDDY GoDaddy Inc.
Price Chart
Executive Summary
GoDaddy reported Q1 2026 revenue of $1.267B (+6.1% YoY), in line with consensus, and GAAP diluted EPS of $1.60, beating the $1.52 estimate by 5.3%. Net income declined 2.2% YoY to $214.6M due to a non-recurring tax benefit in the prior year. The company reaffirmed full-year 2026 revenue guidance of $5.195B-$5.275B (6% YoY growth) and its FCF target of ~$1.8B, but Q2 revenue guidance of $1.285B-$1.305B implies a sequential deceleration. The beat on EPS is offset by a net income decline and a reaffirmed (not raised) outlook, making the overall picture mixed.
Key Financial Metrics
Actionable Insight
The EPS beat and strong FCF generation are positive, but the net income decline and reaffirmed (not raised) guidance cap the upside. Watch for Q2 results to see if the 6% revenue growth trajectory holds; the stock may trade range-bound until a catalyst like AC revenue acceleration or a guidance raise emerges.
Key Facts
- Q1 2026 total revenue of $1.2669B, up 6.1% YoY, in line with $1.26B consensus
- GAAP diluted EPS of $1.60, beating $1.52 consensus by 5.3%
- Net income of $214.6M, down 2.2% YoY (prior year included $34.6M non-recurring tax benefit)
- Applications & Commerce revenue grew 11.6% YoY to $498.2M; Core Platform grew 2.8% to $768.7M
- NEBITDA of $413.5M, up 13.5% YoY; NEBITDA margin expanded 210bps to 32.6%
- Free cash flow of $473.6M, up 15.1% YoY
- Full-year 2026 revenue guidance reaffirmed at $5.195B-$5.275B (6% YoY growth at midpoint)
- Q2 2026 revenue guidance of $1.285B-$1.305B implies ~6% YoY growth at midpoint
- Repurchased 3.0M shares for $279.7M in Q1
- Total customers grew by 13k sequentially to 20.4M; ARPU up 9.3% YoY to $246
Financial Impact
EPS beat of ~$0.08 vs consensus; revenue in line; net income down $4.9M YoY
Risk Factors
- Core Platform revenue growth decelerated to 2.8% YoY, the slowest in recent quarters
- Net income declined YoY, even excluding the one-time tax benefit
- Full-year guidance was reaffirmed, not raised, suggesting limited near-term upside visibility
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001609711-26-000035 |
| Document: gddy-20260430.htm | 0001609711-26-000035 |
| Document: 0001609711-26-000035-index-headers.html | 0001609711-26-000035 |
| Document: 0001609711-26-000035-index.html | 0001609711-26-000035 |
| Document: 0001609711-26-000035.txt | 0001609711-26-000035 |
| 8-K Data (Synthetic) | 0001609711-26-000035 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
5d ago
|
Insider Cluster
| $84.86 awaiting T+5 | awaiting T+5 | — | $80.70 (−4.90%) |
|
Jun 4, 2026
5d ago
|
Insider Cluster
| $85.86 awaiting T+5 | awaiting T+5 | — | $80.70 (−6.01%) |
|
Jun 4, 2026
5d ago
|
Insider Cluster
| $85.86 awaiting T+5 | awaiting T+5 | — | $80.70 (−6.01%) |
|
May 19, 2026
21d ago
|
Insider Cluster
| $92.14 $85.85 | ▼ −6.83% | ▼ −8.63% | $80.70 (−12.42%) |
|
Apr 30, 2026
5w ago
|
8-K
| $86.76 $90.63 | ▲ +4.46% | ▲ +2.11% | $80.70 (−6.99%) |
|
Feb 24, 2026
15w ago
|
8-K
| $78.70 $88.58 | ▲ +12.55% | ▲ +13.65% | $80.70 (+2.54%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access