A fixed rule set over this filing's XBRL figures and the number of high-severity risks found in it — no model judgement.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
GoDaddy reported strong Q2 FY2026 financial results with revenue growing 6.6% YoY to $1.30B and net income expanding 20.1% YoY to $240.1M, driven by double-digit growth in its Applications and Commerce segment and operating margin expansion.
Revenue
$1.3B
+6.60% YoY
EPS (Diluted)
$1.83
+29.79% YoY
Operating Income
$342.5M
+28.61% YoY
Filed · Source: SEC EDGAR 10-Q filing
GoDaddy (GDDY) reported Q2 FY2026 revenue of $1.3B, up 6.6% year over year. The company posted net income of $240.1M, up 20.1% from a year earlier, with diluted EPS of $1.83. Operating income was $342.5M, up 28.6% year over year. GDDY's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
GoDaddy delivered 6.6% revenue growth and expanded operating margins to 26.4% in Q2 FY2026, driven by subscription growth in Applications & Commerce.
Last 4 quarters: 4 beats
Applications and Commerce (A&C) revenue grew 11.0% YoY to $514.8M in Q2 FY2026, with Segment EBITDA rising 17.2% YoY to $241.1M due to strong customer adoption of subscription offerings. Core Platform revenue grew 3.9% YoY to $783.2M with Segment EBITDA of $261.9M (+6.4% YoY).
Source: 10-Q Item 2, p.24, 28
Operating income surged 28.6% YoY to $342.5M as operating margin expanded by 450 bps to 26.4%. Management held technology, marketing, customer care, and administrative expenses flat or lower YoY while benefiting from a $17.3M (-56.5%) drop in depreciation and amortization.
Source: 10-Q Item 2, p.22, 27
Year-to-date operating cash flow reached $914.0M (+16.5% YoY). GoDaddy deployed $824.4M towards share repurchases year-to-date, retiring approximately 9.6 million shares of Class A common stock under its $3.0B repurchase program authorized through 2027.
Source: 10-Q Item 2, p.29, 30
Average Revenue Per User (ARPU) increased to $250 compared to $230 in the prior-year period. Total customers reached 20.46 million with total domains under management expanding to 82.0 million.
Source: 10-Q Item 2, p.23
GoDaddy is increasingly deploying generative and autonomous agentic AI tools like Airo. These systems carry risks of unintended actions, inaccuracies, hallucinations, intellectual property infringement, and compliance obligations under rapidly evolving global AI regulations.
Source: 10-Q Item 1A, p.37
Rapid changes in customer behavior, including reliance on social media platforms, closed mobile applications, and third-party AI discovery interfaces, could diminish the demand for traditional domain registrations and dedicated website hosting products.
Source: 10-Q Item 1A, p.38
Core solution areas such as website creation, hosting, and domain management face growing commoditization. Competitors offering lower-cost or bundled alternatives may force price reductions or increase customer acquisition expenses.
Source: 10-Q Item 1A, p.38-39
This analysis does not extract a guidance section. Companies issue revenue and EPS outlook in the 8-K press release and on the earnings call rather than in the 10-Q itself — though the filing's management discussion can contain forward-looking statements, which appear in the highlights above where they were material.
See the GDDY earnings preview — expected date, analyst estimates and what to watch →
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue | $1.3B | $1.22B | +6.60% |
Operating Income | $342.5M | $266.3M | +28.61% |
Net Income | $240.1M | $199.9M | +20.11% |
EPS (Basic) | $1.84 | $1.44 | +27.78% |
EPS (Diluted) | $1.83 | $1.41 | +29.79% |
GoDaddy reported revenue of $1.30B (+6.6% YoY), operating income of $342.5M (+28.6% YoY), and net income of $240.1M (+20.1% YoY). Diluted EPS increased 29.8% YoY to $1.83, driven by margin expansion and share repurchases.
Applications & Commerce revenue grew 11.0% YoY to $514.8M with Segment EBITDA rising 17.2% YoY to $241.1M. Core Platform revenue grew 3.9% YoY to $783.2M with Segment EBITDA of $261.9M (+6.4% YoY).
GoDaddy repurchased $824.4M worth of stock year-to-date, retiring approximately 9.6 million shares of Class A common stock for an aggregate price of $833.6M under its $3.0B authorization.
GoDaddy highlighted risks surrounding its generative and agentic AI deployment, including potential unexpected behavior, accuracy issues, copyright and IP infringement, and compliance costs under evolving global regulations.
Expected release date, analyst estimates & what to watch
GoDaddy delivered strong Q1 2026 results with revenue growing 6.1% YoY to $1.27B and operating income surging 25.6% to $310.5M, though net income dipped 2.2% to $214.6M due to below-the-line items.
GoDaddy (GDDY) delivered strong FY2025 revenue growth of 8.3% to $4.95B and a 26.2% surge in operating income to $1.13B, while net income declined 6.6% to $875M and stockholders' equity fell sharply as the company aggressively repurchased $1.60B in shares.
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