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Dec 31, 2025
GoDaddy Q4 2025 Earnings Report
GoDaddy reported strong fourth quarter 2025 results with 7% revenue growth and expanded operating margins.
Key Takeaways
GoDaddy delivered a solid Q4 2025, with total revenue reaching $1.27 billion, up 7% year-over-year. The company saw significant margin expansion, with operating income growing 24% and Normalized EBITDA (NEBITDA) increasing 12%. The Applications and Commerce segment continued to lead growth with a 13% increase in revenue.
Total revenue grew 7% year-over-year to $1.27 billion, driven by strong performance in Applications and Commerce.
Operating income increased 24% year-over-year to $317 million, representing a 25% margin.
The company expanded its AI capabilities with the GoDaddy Airo platform, now featuring 25 agents in production.
GoDaddy announced a strategic integration of its Agent Name Service (ANS) with Salesforce's MuleSoft Agent Fabric.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q1 2026, GoDaddy expects revenue between $1.25 billion and $1.27 billion. For the full year 2026, the company targets 6% revenue growth and free cash flow of approximately $1.8 billion.
Positive Outlook
- Targeting full year 2026 revenue growth of 6% at the midpoint.
- Expecting NEBITDA margin to expand to over 33% for the full year 2025.
- Projecting strong free cash flow of approximately $1.8 billion for 2026.
- Continued expansion of AI-powered 'agentic' platform capabilities.
- Integration with Salesforce MuleSoft to drive enterprise-grade workflows.
Challenges Ahead
- Total customers at period end slightly declined year-over-year.
- GAAP provision for income taxes modeled at ~$300 million for 2026.
- Cash interest on debt expected to be ~$150 million in 2026.
- Macroeconomic and geopolitical tensions remain a risk factor.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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