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Mar 31, 2024

GoDaddy Q1 2024 Earnings Report

GoDaddy's Q1 2024 results highlighted strong revenue growth, increased profitability, and significant free cash flow generation.

Key Takeaways

GoDaddy reported a strong start to 2024 with total revenue of $1.1 billion, up 7% year-over-year. Net income increased significantly to $401.5 million, and free cash flow grew by 26% to $327.4 million. The company is focused on profitable growth and maximizing free cash flow.

Total revenue reached $1.1 billion, a 7% increase year-over-year.

Applications and Commerce revenue grew by 13% year-over-year, reaching $383.1 million.

Net income surged by 747% year-over-year to $401.5 million.

Free cash flow increased by 26% year-over-year to $327.4 million.

Total Revenue
$1.11B
Previous year: $1.04B
+7.0%
EPS
$0.99
Previous year: $0.3
+230.0%
Total Bookings
$1.31B
Previous year: $1.2B
+9.5%
ARPU
$206
Previous year: $197
+4.6%
Total Customers
21K
Previous year: 21K
+-0.0%
Gross Profit
$655M
Cash and Equivalents
$664M
Previous year: $892M
-25.6%
Free Cash Flow
$327M
Previous year: $259M
+26.3%
Total Assets
$7.98B
Previous year: $7.09B
+12.5%

GoDaddy

GoDaddy

GoDaddy Revenue by Geographic Location

Forward Guidance

GoDaddy expects total revenue between $1.10 billion and $1.12 billion for Q2 2024, with A&C revenue growth in the low- to mid-teens and Core revenue growth in the low single digits. They raised the full year 2024 revenue expectations to a range of $4.50 billion to $4.56 billion.

Positive Outlook

  • Total revenue growth of 6% at the midpoint for Q2 2024.
  • A&C revenue growth in the low- to mid-teens for Q2 2024.
  • Full-year revenue expectations raised to $4.50 billion to $4.56 billion.
  • Full-year NEBITDA margin of approximately 29%.
  • Full-year unlevered free cash flow of at least $1.4 billion, representing growth of 12% year-over-year.

Challenges Ahead

  • Core revenue growth in the low single digits for Q2 2024.
  • Projections of changes in individual balance sheet amounts are not possible without unreasonable effort.
  • Second quarter ending June 30, 2024, GoDaddy expects NEBITDA margin to be approximately 28%.
  • GoDaddy does not provide reconciliations from non-GAAP guidance to GAAP equivalents
  • Free cash flow of at least $1.2 billion, representing growth of 11%, year-over-year.