Q3 2025 GoDaddy Inc Earnings Call Transcript
Key Points
- GoDaddy Inc (GDDY) reported a 10% growth in total revenue for the third quarter of 2025, surpassing expectations.
- The company achieved a 14% growth in A&C bookings, driven by strong customer cohort dynamics.
- GoDaddy Inc (GDDY) increased its AI investment and capabilities, launching new products and enhancing its Airo platform.
- The company raised its full-year 2025 revenue guidance to 8% growth, reaching the top end of its 3-year range.
- GoDaddy Inc (GDDY) demonstrated strong shareholder returns, repurchasing 9 million shares for a total of $1.4 billion year-to-date.
- Despite strong revenue growth, GoDaddy Inc (GDDY) faced gross margin pressure from product mix and continued investment in AI initiatives.
- The company anticipates a more difficult A&C revenue comparison in the fourth quarter due to the expiration of the dot-com registry contract.
- There was a slight deleverage in A&C adjusted EBITDA year-over-year, attributed to shifts in product mix.
- GoDaddy Inc (GDDY) faces challenges in balancing operational efficiency with ongoing investments in AI innovation.
- The company is navigating uncertainties related to the broader economic environment and its impact on small and medium-sized businesses.
(video playing)
Welcome to GoDaddy's third-quarter 2025 earnings call. Thank you for joining us. I'm Christie Masoner, VP of Investor Relations, and with me today are Aman Bhutani, Chief Executive Officer; and Mark McCaffrey, Chief Financial Officer. Following prepared remarks, we will open up the call for your questions.
(Event Instructions)
On today's call, we will be referencing both GAAP and non-GAAP financial measures and other operating and business metrics. A discussion of why we use non-GAAP financial measures and reconciliations of our non-GAAP financial measures to their GAAP equivalents may be found in the presentation posted to our Investor Relations site at investors.godaddy.net or in today's earnings release on our Form 8-K furnished with the SEC. Growth rates represent year-over-year comparisons unless otherwise noted.
The matters we'll be discussing today include forward-looking statements, such as those related to future financial results and our strategies or objectives with respect
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