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Mar 31, 2020

GoDaddy Q1 2020 Earnings Report

GoDaddy's Q1 2020 earnings were reported with revenue up 12% and operating cash flow up 17%.

Key Takeaways

GoDaddy reported strong first-quarter results, with total revenue increasing by 11.5% year-over-year to $792.0 million and total bookings increasing by 9.3% year-over-year to $951.1 million. The company's #OpenWeStand initiative gained significant momentum, providing resources for small businesses during the pandemic.

Total revenue increased by 11.5% year-over-year to $792.0 million.

Total bookings increased by 9.3% year-over-year to $951.1 million.

Net cash provided by operating activities increased by 16.8% year-over-year to $233.3 million.

Unlevered free cash flow increased by 18.0% year-over-year to $234.5 million.

Total Revenue
$792M
Previous year: $710M
+11.5%
EPS
$0.24
Previous year: $0.07
+242.9%
Total Bookings
$951M
Previous year: $871M
+9.3%
Cash and Equivalents
$851M
Free Cash Flow
$235M
Total Assets
$6.16B

GoDaddy

GoDaddy

GoDaddy Revenue by Segment

GoDaddy Revenue by Geographic Location

Forward Guidance

For the second quarter ending June 30, 2020, GoDaddy expects total revenue of approximately $790 million, or approximately 7% year over year growth.

Positive Outlook

  • Expects total revenue of approximately $790 million.
  • Approximately 7% year over year growth expected.
  • High single-digit growth in Domains expected.
  • Mid single-digit growth in Hosting and presence expected.
  • Mid-teens growth in Business Applications expected.

Challenges Ahead

  • Changes in customer behavior from COVID-19 will disproportionately impact the Hosting and presence category.
  • Projections of changes in individual balance sheet amounts are not possible without unreasonable effort.
  • Release of reconciliations would imply an inappropriate degree of precision.
  • The length and severity of the COVID-19 pandemic and its impact on our business, customers, employees and third-party partners.
  • The unpredictable nature of our rapidly evolving market.