Sep 30, 2024

GoDaddy Q3 2024 Earnings Report

GoDaddy's Q3 2024 financial results were released, showcasing profitable growth, strong cash generation, and share repurchases.

Key Takeaways

GoDaddy reported a solid third quarter with total revenue of $1.15 billion, up 7% year-over-year, and net income of $190.5 million, up 45% year-over-year. The company continues to roll out its innovative GoDaddy Airo™ AI-powered experience.

Total revenue reached $1.15 billion, a 7% increase year-over-year.

Applications and Commerce (A&C) revenue grew by 16% year-over-year, reaching $423.1 million.

Core Platform revenue totaled $724.5 million, a 3% increase year-over-year.

Net income increased by 45% year-over-year, reaching $190.5 million.

Total Revenue
$1.15B
Previous year: $1.07B
+7.3%
EPS
$1.32
Previous year: $0.89
+48.3%
Total Bookings
$1.24B
Previous year: $1.14B
+9.0%
ARPU
$215
Previous year: $200
+7.5%
Total Customers
20.73K
Previous year: 21.03K
-1.4%
Gross Profit
$707M
Previous year: $673M
+5.0%
Cash and Equivalents
$767M
Previous year: $329M
+133.0%
Free Cash Flow
$363M
Previous year: $272M
+33.2%
Total Assets
$8B
Previous year: $6.5B
+23.0%

GoDaddy

GoDaddy

GoDaddy Revenue by Geographic Location

Forward Guidance

GoDaddy raised its revenue expectations to a range of $4.545 billion to $4.565 billion for the full year ending December 31, 2024, representing year-over-year growth of 7% at the midpoint. GoDaddy expects total revenue in the range of $1.165 billion to $1.185 billion for the fourth quarter ending December 31, 2024.

Positive Outlook

  • Revenue expectations raised to $4.545B - $4.565B for full year 2024.
  • Year-over-year revenue growth of 7% expected.
  • NEBITDA margin expected to be approximately 30%.
  • A&C revenue growth in the mid-teens.
  • Unlevered free cash flow target raised to at least $1.475 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.
  • Continued escalation of geopolitical tensions.
  • The level of interest rates and inflationary pressures.
  • Ability to remediate the identified material weakness in internal control over financial reporting and to maintain effective internal control over financial reporting.