Jun 2026 (Q2 FY26) — Jul 30, 2026
GoDaddy Q2 FY26 — Airo Bookings Soar 5x Amidst AI Transformation
Read the full callGoDaddy earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,298 | +6.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 26.4 | +4.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 240 | +20.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $128.74 on 17 Oct 2025 → $106.7. High $135.18 (4 Nov 2025), low $74.99 (22 Jun 2026).
Overview
Call summaries
GoDaddy Q2 FY26 — Airo Bookings Soar 5x Amidst AI Transformation
Read the full callGoDaddy Q1 FY26 — AI-Driven Growth and Margin Expansion
Read the full callGoDaddy Q4 FY25 — AI-driven efficiency and strategic go-to-market evolution
Read the full callEvery analysed call
Financials
Net profit, year on year: +20% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,148 | 1,193 | 1,194 | 1,218 | 1,265 | 1,274 | 1,267 | 1,298 |
| Expenses | 894 | 937 | 947 | 951 | 969 | 957 | 956 | 956 |
| Operating profit | 254 | 256 | 247 | 266 | 297 | 317 | 311 | 343 |
| Operating margin | 22.1% | 21.4% | 20.7% | 21.9% | 23.4% | 24.9% | 24.5% | 26.4% |
| Interest | 39 | 38 | 37 | 38 | 38 | 37 | 38 | 37 |
| Profit before tax | 221 | 226 | 220 | 239 | 267 | 294 | 282 | 317 |
| Tax rate | 13.8% | 12.2% | 0.2% | 16.4% | 21.2% | 16.6% | 23.9% | 24.3% |
| Net profit | 191 | 199 | 220 | 200 | 211 | 245 | 215 | 240 |
| EPS ($ per share) | 1.36 | — | 1.55 | 1.44 | 1.53 | — | 1.61 | 1.84 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 165 | -153 | -1,191 | -1,475 | -2,423 | -2,321 | -2,052 | -2,789 |
| Total liabilities | 5,259 | 5,519 | 6,445 | 7,334 | 7,303 | 7,503 | 7,543 | 7,820 |
| Fixed assets | 299 | 259 | 257 | 220 | 226 | 185 | 156 | 145 |
| Investments | 19 | 24 | 0 | — | 0 | 40 | 0 | — |
| Total assets | 6,083 | 6,301 | 6,433 | 7,417 | 6,974 | 7,565 | 8,235 | 8,035 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 560 | 723 | 765 | 829 | 980 | 1,048 | 1,288 | 1,599 |
| Cash from investing | -255 | -135 | -482 | -636 | -132 | -102 | 22 | -25 |
| Cash from financing | 47 | -457 | -582 | 298 | -1,327 | -1,262 | -677 | -1,587 |
| Net cash flow | 350 | 130 | -298 | 491 | -482 | -315 | 630 | -8 |
| Capital expenditure | -88 | -88 | -66 | -51 | -60 | -42 | -27 | -24 |
| Free cash flow | 472 | 636 | 698 | 778 | 920 | 1,006 | 1,261 | 1,576 |
Applications and Commerce grew from 37% to 40% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Core Platform | 63% | 63% | 63% | 62% | 62% | 61% | 61% | 60% | +3.9% |
| Applications and Commerce | 37% | 37% | 37% | 38% | 38% | 39% | 39% | 40% | +11.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | 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.
Q2 FY2026 · share of revenue
As GDDY cuts its regions in its filings; they can nest, so they need not add to 100%.
62 filings between Nov 3, 2025 and Oct 2, 2026.
Purchases
None
No insider bought shares.
Sales
$13.53M
46 sales by 7 insiders
41% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bhutani Amanpal Singh | — | $7.22M | Oct 1, 2026 |
| McCaffrey Mark | — | $3.42M | Sep 2, 2026 |
| Sine Jared F. | — | $1.70M | Oct 2, 2026 |
| Palitwanon Phontip | — | $928.2K | Sep 2, 2026 |
| Sweet Leah | — | $119.8K | Sep 1, 2026 |
| SHARPLES BRIAN | — | $66.6K | Nov 3, 2025 |
| Zarmi Sigal | — | $64.8K | Sep 1, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 2, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale 10b5-1 plan | 644 | $62.4K |
| Oct 1, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale 10b5-1 plan | 1,000 | $97.5K |
| Oct 1, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Sale 10b5-1 plan | 4,500 | $438.8K |
| Sep 2, 2026 | McCaffrey Mark Chief Financial Officer | Sale 10b5-1 plan | 2,000 | $200.7K |
| Sep 2, 2026 | Palitwanon Phontip Chief Accounting Officer | Sale | 530 | $53.6K |
| Sep 2, 2026 | McCaffrey Mark Chief Financial Officer | Sale 10b5-1 plan | 3,873 | $391.9K |
| Sep 2, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Sale 10b5-1 plan | 8,194 | $829.2K |
| Sep 2, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale | 1,163 | $117.7K |
| Sep 1, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale | 3,000 | $305.8K |
| Sep 1, 2026 | Zarmi Sigal Director | Sale 10b5-1 plan | 350 | $34.1K |
| Sep 1, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Sale 10b5-1 plan | 4,500 | $438.5K |
| Sep 1, 2026 | Sweet Leah Director | Sale 10b5-1 plan | 325 | $31.7K |
| Aug 28, 2026 | Sweet Leah Director | Sale 10b5-1 plan | 325 | $31.6K |
| Aug 11, 2026 | Palitwanon Phontip Chief Accounting Officer | Sale | 2,073 | $190.3K |
| Aug 11, 2026 | Palitwanon Phontip Chief Accounting Officer | Sale | 188 | $17.2K |
| Aug 3, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Sale 10b5-1 plan | 4,500 | $374.2K |
| Jul 2, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale | 644 | $56.4K |
| Jun 8, 2026 | McCaffrey Mark Chief Financial Officer | Sale | 3,500 | $290.2K |
| Jun 3, 2026 | GARRETT MARK Director | Award | 2,925 | $0 |
| Jun 3, 2026 | SHARPLES BRIAN Director | Award | 3,843 | $0 |
| Jun 3, 2026 | SMITH GRAHAM Director | Award | 2,925 | $0 |
| Jun 3, 2026 | Zarmi Sigal Director | Award | 2,925 | $0 |
| Jun 3, 2026 | Tallapragada Srinivas Director | Award | 2,925 | $0 |
| Jun 3, 2026 | Sweet Leah Director | Award | 2,925 | $0 |
| Jun 3, 2026 | Chen Herald Y Director | Award | 2,925 | $0 |
| Jun 3, 2026 | DONAHUE CAROLINE F Director | Award | 2,925 | $0 |
| Jun 2, 2026 | McCaffrey Mark Chief Financial Officer | Sale | 3,958 | $355.7K |
| Jun 2, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale | 1,188 | $106.8K |
| Jun 2, 2026 | Palitwanon Phontip Chief Accounting Officer | Sale | 542 | $48.7K |
| Jun 2, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Sale | 8,373 | $752.4K |
| Jun 1, 2026 | Zarmi Sigal Director | Sale 10b5-1 plan | 350 | $30.7K |
| May 18, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale | 13 | $1.2K |
| May 18, 2026 | Palitwanon Phontip Chief Accounting Officer | Sale | 12 | $1.1K |
| May 18, 2026 | McCaffrey Mark Chief Financial Officer | Sale | 16 | $1.4K |
| Apr 2, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale | 7,793 | $629.0K |
| Mar 10, 2026 | Palitwanon Phontip Chief Accounting Officer | Sale | 1,310 | $118.1K |
| Mar 4, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Sale | 34,148 | $3.04M |
| Mar 4, 2026 | McCaffrey Mark Chief Financial Officer | Sale | 17,406 | $1.55M |
| Mar 3, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Sale | 223 | $19.6K |
| Mar 3, 2026 | Sine Jared F. Chief Strategy & Legal Officer | Award | 24,164 | $0 |
| Mar 3, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Sale | 5,231 | $459.4K |
| Mar 3, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Award | 84,450 | $0 |
| Mar 3, 2026 | McCaffrey Mark Chief Financial Officer | Award | 33,781 | $0 |
| Mar 3, 2026 | Bhutani Amanpal Singh Chief Executive Officer | Award | 85,916 | $0 |
| Mar 3, 2026 | McCaffrey Mark Chief Financial Officer | Award | 32,219 | $0 |
| Mar 3, 2026 | Chen Roger Chief Operating Officer | Award | 33,781 | $0 |
| Mar 3, 2026 | Chen Roger Chief Operating Officer | Award | 32,219 | $0 |
| Mar 3, 2026 | Palitwanon Phontip Chief Accounting Officer | Sale | 766 | $67.3K |
| Mar 3, 2026 | Palitwanon Phontip Chief Accounting Officer | Award | 5,370 | $0 |
| Mar 3, 2026 | McCaffrey Mark Chief Financial Officer | Sale | 2,407 | $211.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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