Observed Signal · Oct 30, 2026 · earnings · Source: SEC API · Impact: 3.8/5
10-Q Financial Filing Analysis for GoDaddy (2026-10-30)
GoDaddy Inc. reported solid financial performance for Q3 2026, with total revenue rising 6.0% year-over-year to $1,341.8 million, driven by 9.0% growth in Applications and Commerce ($524.3 million) and 4.2% expansion in Core Platform ($817.5 million). Operating income increased 22.2% to $362.5 million, reflecting operational efficiencies and reduced depreciation and amortization expenses. Net income expanded 24.4% to $261.8 million, translating to diluted earnings per share of $2.08 compared to $1.51 in Q3 2025. Total bookings climbed 5.7% to $1,431.7 million, supported by healthy subscription renewals and domain aftermarket demand. Operating cash flow reached $1,401.7 million for the first nine months of 2026, enabling substantial capital returns via $1,311.0 million in share repurchases over the period ($854.2 million remaining under current authorization). GoDaddy also expanded its revolving credit facility to $1.2 billion and extended its maturity to July 2031, maintaining strong liquidity. Ongoing risks include an active appeal of a patent infringement verdict with potential exposure up to $170.0 million and an unhedged macroeconomic environment.
Demonstrates operating leverage and sustained subscription growth driven by Applications & Commerce and GoDaddy Airo, alongside aggressive capital returns via share repurchases and balance sheet refinancing.
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Key Takeaways & Evidence Grounding
- Q3 2026 total revenue reached $1,341.8 million (+6.0% YoY), with Applications and Commerce revenue up 9.0% to $524.3 million and Core Platform revenue up 4.2% to $817.5 million.
- Operating income rose 22.2% to $362.5 million, while net income increased 24.4% to $261.8 million ($2.08 diluted EPS vs. $1.51 in Q3 2025).
- During the nine months ended September 30, 2026, GoDaddy repurchased 14.6 million shares of Class A common stock for $1,311.0 million, leaving $854.2 million in remaining board authorization.
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10-Q Financial Filing Analysis for GoDaddy (2026-07-31)
GoDaddy Inc. reported strong operational and financial performance for the second quarter ended June 30, 2026. Total revenue reached $1,298.0 million, representing a 6.6% year-over-year increase (6.3% on a constant currency basis), driven primarily by an 11.0% expansion in the Applications and Commerce (A&C) segment to $514.8 million. Operating income expanded by 28.6% to $342.5 million, reflecting ongoing operational efficiencies and reduced depreciation and amortization expenses. Net income increased 20.1% to $240.1 million, generating diluted earnings per share of $1.83 compared to $1.41 in the prior-year period. GoDaddy's growth was supported by continued adoption of subscription-based proprietary software tools and AI-native offerings such as Airo, alongside steady domain registration and aftermarket volumes in the Core Platform segment. Total bookings rose 5.7% year-over-year to $1,422.1 million. The company sustained robust cash generation, with operating cash flow growing 16.5% to $442.5 million for the quarter, while actively deploying capital through $833.6 million in share repurchases over the first six months of 2026.
GoDaddy Reports Third Quarter 2026 Financial Results
GoDaddy Inc. (NYSE: GDDY), the world's largest domain registrar, reported its third quarter 2026 financial results on October 29, 2026. The announcement highlights the company's continued focus on its agentic operating system, Airo, which integrates identity, presence, and commerce for small businesses. Management hosted a live webcast to discuss the results, and a recording is available on the investor relations website. Detailed financial figures, including revenue and earnings, are accessible via the earnings release and presentation on the company's IR site, but specific numbers are not provided in this summary. The release underscores GoDaddy's role in supporting entrepreneurs globally with tools to start, grow, and scale their businesses.
8-K Financial Filing Analysis for GoDaddy (2026-10-29)
On October 29, 2026, GoDaddy Inc. filed a Form 8-K under Item 2.02 (Results of Operations and Financial Condition) announcing that it issued a press release detailing its financial results for the third quarter ended September 30, 2026. The full financial statements and supplementary operational data were furnished via Exhibit 99.1 rather than filed directly within the body of this report. The filing confirms the release of non-GAAP financial measures alongside GAAP reconciliations provided in the accompanying press release.
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