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Dec 31, 2020

GoDaddy Q4 2020 Earnings Report

GoDaddy reported strong Q4 2020 results with revenue growth and customer acquisition.

Key Takeaways

GoDaddy reported Q4 2020 revenue of $873.9 million, a 12.0% increase year-over-year. Total bookings were $943.1 million, up 13.1% year-over-year. The company added 1.4 million net new customers in 2020 and saw strong growth in its commerce offerings.

Total revenue increased by 12.0% year-over-year to $873.9 million.

Total bookings grew by 13.1% year-over-year to $943.1 million.

GoDaddy welcomed nearly 1.4 million net new customers in 2020.

ARPU increased by 5.1% year-over-year to $166.

Total Revenue
$874M
Previous year: $780M
+12.0%
EPS
$0.41
Previous year: $0.34
+20.6%
Total Bookings
$943M
Previous year: $834
+113135696.5%
ARPU
$166
Previous year: $158
+5.1%
Total Customers
20.65M
Previous year: 19.27K
+107018.4%
Cash and Equivalents
$765M
Previous year: $1.06K
+71998394.5%

GoDaddy

GoDaddy

GoDaddy Revenue by Segment

GoDaddy Revenue by Geographic Location

Forward Guidance

GoDaddy expects total revenue of approximately $885 million for the first quarter ending March 31, 2021, representing approximately 12% year-over-year growth. For the full year ending December 31, 2021, the company expects total revenue of approximately $3.70 billion, representing approximately 12% year-over-year growth, and unlevered free cash flow of approximately $945 million, representing growth of 15%.

Positive Outlook

  • Total revenue is expected to grow by approximately 12% year-over-year in Q1 2021.
  • Full year revenue is projected to reach approximately $3.70 billion in 2021.
  • Unlevered free cash flow is anticipated to grow by 15% in 2021.
  • GoDaddy completed the Poynt acquisition in February 2021.
  • GoDaddy launched The Hub, by GoDaddy Pro in January 2021.

Challenges Ahead

  • GoDaddy's Chief Financial Officer and Chief Legal Officer announced their intention to retire in 2021.
  • Projections of changes in individual balance sheet amounts are not possible without unreasonable effort.
  • The company does not provide reconciliations from non-GAAP guidance to GAAP.
  • Actual results could differ materially from current expectations due to various factors.
  • The impact of the COVID-19 pandemic on business, customers, employees and third-party partners.