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Dec 31, 2023

GoDaddy Q4 2023 Earnings Report

GoDaddy reported strong Q4 and full year 2023 results, with revenue up 6% year-over-year and a net income margin of 103%.

Key Takeaways

GoDaddy reported strong fourth-quarter results, with total revenue of $1.1 billion, up 6% year-over-year. The company's net income was $1.1 billion, representing a 103% margin. GoDaddy's Applications & Commerce revenue increased by 13% year-over-year, and free cash flow grew by 51%.

Total revenue was $1.1 billion, a 6% increase year-over-year.

Applications & Commerce revenue increased by 13%.

Net income reached $1.1 billion, resulting in a 103% margin.

Free cash flow increased by 51%.

Total Revenue
$1.1B
Previous year: $1.04B
+5.8%
EPS
$1.02
Previous year: $0.6
+70.0%
Total Bookings
$1.12B
Previous year: $1.05B
+6.9%
ARPU
$203
Previous year: $197
+3.0%
Total Customers
21.03K
Previous year: 20.9K
+0.6%
Gross Profit
$585M
Cash and Equivalents
$499M
Previous year: $774M
-35.6%
Free Cash Flow
$294M
Previous year: $202M
+45.7%
Total Assets
$7.58B
Previous year: $6.97B
+8.7%

GoDaddy

GoDaddy

GoDaddy Revenue by Geographic Location

Forward Guidance

GoDaddy expects for the first quarter ending March 31, 2024, total revenue in the range of $1.085 billion to $1.105 billion, representing year-over-year growth of 6% at the midpoint, versus the same period in 2023. For the full year ending December 31, 2024, GoDaddy is targeting total revenue in the range of $4.480 billion to $4.560 billion, representing year-over-year growth of 6% at the midpoint, versus the $4.25 billion of revenue generated for the full year ended December 31, 2023.

Positive Outlook

  • Targeting FY24 revenue between $4.480 billion and $4.560 billion, representing 6% year-over-year growth at the midpoint.
  • Expecting Q1 2024 revenue between $1.085 billion and $1.105 billion, representing 6% year-over-year growth at the midpoint.
  • Projecting FY24 Normalized EBITDA margin of approximately 29%, with a Q4 Normalized EBITDA margin of approximately 31%.
  • Anticipating FY24 unlevered free cash flow of at least $1.4 billion.
  • Forecasting FY24 free cash flow of at least $1.2 billion.