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GoDaddy Inc.
GDDY - NYSE - $91.02 (as of ) ▲ +1.42%
-
Earnings Thu 6 Aug
Note: this preview was published before the 2026-08-06 earnings report. Results have since been released — verify against the latest filings.

GoDaddy Inc. (GDDY) Q2 FY26 earnings preview — archived, published May 9, 2026

The median of 5 price targets is $100[FMP target], stock is $91, +9.9% vs the analyst consensus median. Q1 FY26 EPS $1.60 vs $1.53 estimate: beat (+4.6%)[FMP earnings]. Stock move on D+1: -0.0%.

↓ summary below
Quick Take - in 40 seconds ·
A-
Council 3/6 - Historical V1 score 53

A- — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].

Quick Answer

GoDaddy Inc. (GDDY) Q2 consensus: revenue $1.3B[FMP est], EPS $1.72[FMP est]. 4 consecutive quarters of beat[FMP earnings].

$1.72 EPS Estimate Last year $1.41 - +22% YoY
4 Beat Streak Expectations beaten consecutively for the last 4 quarters

Q1 FY26 EPS $1.60 vs $1.53 estimate: beat (+4.6%)[FMP]. Stock move on D+1: -0.0%[FMP D+1].

Watchlist

6 metrics stand out this quarter.

6% Investor Focus

Revenue Growth

revenue_growth

GoDaddy delivered revenue growth of 6% and expanded normalized EBITDA margin by over 200 basis points through operational execution and structural leverage.

"We delivered revenue growth of 6%. This performance, combined with continued operational execution and structural leverage drove meaningful expansion in normalized EBITDA margin to 33%, up over 200 basis points."

- Amanpal Bhutani, Chief Executive Officer - Q1 FY26 Earnings Call - April 30, 2026
5.195 Expectation / Guide

Fy26 Revenue Guidance

fy26_revenue_guidance

GoDaddy is reaffirming its full year 2026 guidance and expects total revenue to be within a range of $5.195 billion to $5.275 billion, representing growth of 6% at the midpoint of the range.

"We are reaffirming our full year 2026 guidance provided in February and expect total revenue to be within a range of $5.195 billion to $5.275 billion, representing growth of 6% at the midpoint of the range."

- Mark McCaffrey, Chief Financial Officer - Q1 FY26 Earnings Call - April 30, 2026
12% Investor Focus

Ac Segment Growth

ac_segment_growth

GoDaddy drove 12% growth in revenue to $0.5 billion for its high-margin A&C segment on continued solid attach of our subscription-based solutions.

"For our high-margin A&C segment, we drove 12% growth in revenue to $0.5 billion on continued solid attach of our subscription-based solutions."

- Mark McCaffrey, Chief Financial Officer - Q1 FY26 Earnings Call - April 30, 2026
15% Investor Focus

Free Cash Flow Growth

free_cash_flow_growth

GoDaddy generated strong free cash flow growth of 15%, while remaining committed to delivering long-term shareholder returns.

"This underscores the durability of our model and continued progress towards our financial North Star generating strong free cash flow growth of 15%, while remaining committed to delivering long-term shareholder returns."

- Amanpal Bhutani, Chief Executive Officer - Q1 FY26 Earnings Call - April 30, 2026
10% Investor Focus

Ac Segment Percentage

ac_segment_percentage

GoDaddy's A&C segment now represents approximately 40% of our total business and A&C ARR grew 10%.

"A&C ARR grew 10%, and this segment now represents approximately 40% of our total business."

- Mark McCaffrey, Chief Financial Officer - Q1 FY26 Earnings Call - April 30, 2026
$10 Investor Focus

Airo Ai Builder ARR

airo_ai_builder_ARR

GoDaddy's new Airo AI Builder product offering has rapidly scaled to $10 million plus in annualized bookings run rate within weeks of its beta launch.

"This new Airo AI Builder product offering has rapidly scaled to $10 million plus in annualized bookings run rate within weeks of its beta launch."

- Amanpal Bhutani, Chief Executive Officer - Q1 FY26 Earnings Call - April 30, 2026

Stock Expert AI - Methodology

Do our scoring pillars, 6 perspectives, and Munger lens point in the same direction?

Council Score 3 / 6 Bullish

6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).

How is it calculated? ->
Ray Dalio macro - target upside +9.9%
Ken Griffin flow - 50d MA above
Jim Simons quant - RSI 61
Klarman value - target upside +9.9%
Buffett quality - ROE score 5/5
Munger valuation - target upside +9.9%
Munger's Mindset character & balance sheet lens
Fairly Valued

Quality business, trading at fair value.

How is it calculated? ->
Financial HealthStrong
Margin of SafetyWeak
Interest CoverageAdequate
ROIC vs WACCHealthy
Technical Levels - Pre-earnings positioning

What levels is the stock being tested at?

RSI(14)
61.2 RSI 61.2 positive momentum, 50d above
MACD
+7.00 price above 50d - support positive
50d MA
$85 stock 7.0% above - short-term support
200d MA
$117 stock 22.4% below - long-term pressure
Volume (10d)
-16% decrease - low participation
Resistance
$100
Analyst median target - upgrade trigger if broken
Current
$91
Pre-earnings position
Support
$100
Invalidation - close below this is a technical breakdown
Pattern
Range
$100-$100 band - earnings breakout/breakdown trigger

Past Performance

4 quarters shown.

BEAT
Q2 FY25
$1.41 vs $1.35 est · Next-day price move: -11.2%
BEAT
Q3 FY25
$1.51 vs $1.46 est · Next-day price move: +5.0%
BEAT
Q4 FY25
$1.80 vs $1.58 est · Next-day price move: -14.3%
BEAT
Q1 FY26
$1.60 vs $1.53 est · Next-day price move: -0.0%

Q1 FY26 (April 30, 2026) EPS $1.60 vs $1.53 estimate: beat (+4.6%)[FMP]. Stock move on D+1: -0.0%[FMP D+1].

Three scenarios: what could happen?

EPS < $1.67 (no guidance)

Q1 FY26 EPS $1.60 vs $1.53 estimate: beat (+4.6%)[FMP]. Stock move on D+1: -0.0%[FMP].

Backlog concentration

No RPO/backlog concentration disclosed in Q1 earnings call.

CapEx shock

Q1 CapEx $4.6M[FMP cashflow]. Q1 op margin 24.7%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.

Framework - Position discipline

After the data arrives: 3 scenarios, 3 windows

Not advice - a structural framework for earnings night. Decision discipline is yours.

Scenario A - Beat
Q2 EPS > $1.72 + CapEx discipline
Threshold: EPS > $1.72[FMP est].
Target: Break above median target $100[FMP target]; high target $145[FMP] upper bound.
Scenario B - In-Line
EPS approx $1.72 + CapEx < $4.6M
Threshold: EPS approx $1.72[FMP est], Q1 CapEx < $4.6M[FMP].
Target: Consolidation in the band between current $91[FMP] and median $100[FMP].
Scenario C - Miss
EPS < $1.67 or CapEx >= $4.6M
Threshold: EPS < $1.67[FMP estx0.97].
Current price $91 — below SMA200 $117 [FMP].

Market Outlook

What do analysts say? 5 price targets · 17 ratings

Wall Street Consensus
$100
12-month median target price (+9.9% gap to the analyst consensus median)
9
BUY
8
HOLD
0
SELL
Risk Management
$100
Invalidation level - critical support threshold
$85 - 50-day MA (above, +7.0%)
$117 - 200-day MA (below, -22.4%)
IV Crush risk (sudden drop in inflated option premiums before earnings): Option premiums are inflated before earnings.
Verdict - GDDY Q2 FY26
A-

You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.

Data arrives at night. The framework is ready now.

Data arrives on Thursday evening. The framework is ready on this page: Q2 EPS threshold $1.72[FMP], CapEx threshold "below $4.6M". Two anchors, three scenarios.

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Educational tool, not investment advice. Past performance does not guarantee future results.

Calendar

Catalyst Calendar - 90-day forward look

Aug 6, 2026EARNINGSQ2 FY26 results (after market close) + earnings call
Aug 7, 2026PRICEFirst trading day after earnings - 200dMA test + IV crush
Aug 9, 2026 – Aug 14, 2026FILING10-Q due within 40–45 days of quarter end (by Aug 9, 2026 – Aug 14, 2026); the exact deadline depends on filer status
~Nov 6, 2026EARNINGSQ3 FY26 (next quarter, date not yet scheduled in FMP)

DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.

Frequently Asked Questions

What does the GDDY Q2 FY26 earnings preview cover?

This GoDaddy Inc. (GDDY) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.

What should investors watch for in GDDY Q2 FY26 earnings?

GoDaddy Inc. (GDDY): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.

Where do the numbers on this page come from?

GoDaddy Inc. (GDDY): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.

Is this a buy or sell recommendation?

GoDaddy Inc. (GDDY): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.

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