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Jun 30, 2024

GoDaddy Q2 2024 Earnings Report

GoDaddy's Q2 2024 financial performance was marked by revenue growth, increased profitability, and strong cash flow generation.

Key Takeaways

GoDaddy reported a strong second quarter in 2024, with total revenue reaching $1.1 billion, up 7% year-over-year. Net income increased by 76% to $146.3 million, and free cash flow grew by 35% to $323.4 million. The company is also making progress on its key initiatives, including growing discovery and engagement of its AI-powered experience, GoDaddy Airo.

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

Applications and Commerce (A&C) revenue grew by 15% year-over-year, reaching $405.6 million.

Net income increased significantly by 76% year-over-year, totaling $146.3 million.

Free cash flow increased by 35% year-over-year, amounting to $323.4 million.

Total Revenue
$1.12B
Previous year: $1.05B
+7.3%
EPS
$1.01
Previous year: $0.54
+87.0%
Total Bookings
$1.26B
Previous year: $1.14B
+10.6%
ARPU
$210
Previous year: $199
+5.5%
Total Customers
20.87M
Previous year: 20.99K
+99332.9%
Gross Profit
$682M
Cash and Equivalents
$445M
Free Cash Flow
$323M
Total Assets
$7.72B

GoDaddy

GoDaddy

GoDaddy Revenue by Geographic Location

Forward Guidance

GoDaddy anticipates revenue between $1.13 billion and $1.15 billion for Q3 2024, representing 7% year-over-year growth at the midpoint. The company has raised its full-year revenue expectations to a range of $4.525 billion to $4.565 billion, representing year-over-year growth of 7% at the midpoint.

Positive Outlook

  • Expects total revenue in the range of $1.13 billion to $1.15 billion for Q3 2024.
  • A&C revenue growth in the mid-teens for Q3 2024.
  • Core revenue growth in the low single digits for Q3 2024.
  • Full-year revenue expectations raised to $4.525 billion to $4.565 billion.
  • Full-year free cash flow target raised to at least $1.3 billion.

Challenges Ahead

  • Projections of changes in individual balance sheet amounts are not possible without unreasonable effort.
  • Macroeconomic conditions and developments in the economy, financial markets and credit markets could affect results.
  • Continued escalation of geopolitical tensions could affect results.
  • Level of interest rates and inflationary pressures could affect results.
  • The unpredictable nature of our rapidly evolving market