GDDY GoDaddy (GDDY) Q4 FY25 earnings call
GoDaddy delivered strong Q4 FY25 results, driven by operational execution and AI-driven efficiencies, leading to significant margin expansion and free cash flow growth. The company is strategically evolving its go-to-market approach with a new 1-year domain offer to broaden the top of the funnel, which is expected to impact near-term bookings and revenue but drive long-term value. GoDaddy is also accelerating its AI journey with new agentic products and internal efficiency gains, leveraging its domain leadership and customer data.
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GDDY operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | 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.