GDDY GoDaddy (GDDY) Q2 FY26 earnings call
GoDaddy is undergoing a significant AI transformation, with Airo emerging as a central agentic operating system for small businesses. The company reported strong Q2 FY26 results, driven by Airo's rapid adoption and robust financial discipline, including expanding EBITDA margins and substantial free cash flow generation. While traditional product bookings are moderating during this transition, management is confident in Airo's long-term value proposition and its ability to drive future profitable growth and shareholder returns.
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GDDY operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Annual recurring revenue (ARR) | $4.3BInternational revenue grew 10% to $420 million and ARR grew 7% to $4.3 billion.Source: earnings call transcript | $4.3BFor the quarter, total revenue grew 6% on both a reported and constant currency basis to $1.3 billion, and ARR grew 6% to $4.3 billion.Source: earnings call transcript | $4.4BTotal revenue for the quarter grew 7% to $1.3 billion, and ARR grew 6% to $4.4 billion.Source: earnings call transcript | +2.3% |
| ARPU | $242The result is compounding value creation with ARPU increasing 10% to $242 and overall retention rates rising above 85%.Source: earnings call transcript | $246Higher attach and retention rates above 85% drove ARPU growth of 9% to $246.Source: earnings call transcript | $250ARPU increased 9% to $250 and the number of customers spending more than $500 annually continues to become a larger part of our customer base.Source: earnings call transcript | +1.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.