GoDaddy Inc.: Beat — EPS $2.08, Revenue $1.34B
Earnings BeatQ3 2026 · After-market
Did GoDaddy Inc. (GDDY) beat earnings today?
Yes, GoDaddy Inc. (GDDY) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+9.47% surprise
$2.08Actual
Expected: $1.90
vs. year ago +37.7%
Total Revenue+0.89% surprise
$1.34BActual
Expected: $1.33B
vs. year ago +6.0%
Released Oct 29 · 4:19 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.34B | $1.27B | 6.0 |
| Revenue detail — reported lines | |||
| └─Applications and Commerce | $524.30M | $481.00M | 9.0 |
| └─Core Platform | $817.50M | $784.30M | 4.2 |
| └─International | $435.50M | $422.50M | 3.1 |
| Net Income | $261.80M | $210.50M | 24.4 |
| GAAP Basic EPS | $2.09 | $1.53 | 36.6 |
| GAAP Diluted EPS | $2.08 | $1.51 | 37.7 |
Financial Outlook / Guidance
| Metric | Next Quarter Outlook | FY 2026 Outlook |
|---|---|---|
| Revenue | — | $5.215B-$5.255B (+6% YoY at midpoint) |
| A&C Revenue Growth | — | ~10% |
| Core Revenue Growth | — | ~4% |
| NEBITDA Margin | — | >33% |
| Free Cash Flow | — | ~$1.8B |
Business Highlights
- ➤Airo annualized bookings run rate exceeded $100M, more than doubling from the prior quarter.
- ➤Expanded the Developer Platform with agent-friendly APIs for hosting, professional email and commerce.
- ➤New APIs enable developers and AI agents to turn working code into live businesses.
- ➤Total customers reached 20.5M, increasing 40 thousand during the quarter.
- ➤Repurchased 15.7M shares for $1.4B through October 26, 2026.
- ➤Share repurchases produced a 12% gross reduction in fully diluted shares outstanding since year-start.
- ➤Will host an in-person Investor Night at its Tempe headquarters on December 1, 2026.
- ➤Investor Night will include AI-transformation strategy discussions and demonstrations of recently launched experiences.
Management Commentary
Aman Bhutani, CEO
“Our AI transformation is gaining momentum, and this quarter Airo hit an annualized bookings run rate of over $100 million and began incrementally contributing to our bookings growth. We are positioning GoDaddy for an agentic world, expanding Airo’s capabilities and the reach of our platform to make our offerings even more valuable and essential for our customers.”
Mark McCaffrey, CFO
“We are transforming GoDaddy with the financial discipline that has long defined us, and our third quarter results reflect that. We delivered solid revenue growth, expanded profitability and strong free cash flow, which, alongside our disciplined capital allocation framework, support continued shareholder returns as we pursue our strategic objectives.”