AI-extracted from the 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
GoDaddy grew Q2 FY2026 revenue 6.6% YoY to $1,298.0M while operating income jumped 28.6% to $342.5M, as Applications & Commerce revenue accelerated 11.0% and total costs stayed nearly flat.
Biggest Revenue Drivers
Core Platform$783.2M+3.9% YoY
Driven by $22.6M growth in domain registration and add-on revenues and $10.4M growth in aftermarket revenue
Applications and Commerce$514.8M+11.0% YoY
Due to continued customer adoption of subscription-based products
Biggest Revenue Drivers
Total revenue: $1,298.0M+6.6% YoY
Core Platform$783.2M+3.9% YoY
Driven by $22.6M growth in domain registration and add-on revenues and $10.4M growth in aftermarket revenue
Within Core Platform
Core Platform: domains$599.3M
Core Platform: other$183.9M
Applications and Commerce$514.8M+11.0% YoY
Due to continued customer adoption of subscription-based products
Largest Expense Items
Cost of revenue (excl. D&A)$469.8M+6.2% YoY
Driven by the increase in revenue
Technology and development$211.4M-1.4% YoY
No material change disclosed
General and administrative$90.5M-6.6% YoY
No material change disclosed for the quarter
Marketing and advertising$89.0M-4.7% YoY
No material change disclosed for the quarter
Margins: Operating margin expanded to 26.4% from 21.9% a year ago as operating income grew 28.6% to $342.5M, helped by a $17.3M drop in depreciation and amortization from certain intangible assets reaching the end of their useful lives.
Watch Items from the Filing
A Delaware jury found GoDaddy infringed two Express Mobile patents; post-trial motions upheld the verdict, and GoDaddy estimates reasonably possible loss exposure of $0 to $170.0 million while it appeals.
GoDaddy repurchased $833.6M of Class A stock in the first six months of 2026, with $1,331.6M remaining under its $3.0B board authorization through 2027.
No single customer represented over 10% of total revenue in any period presented, indicating low customer concentration risk.
International revenue grew 7.9% YoY to $427.1M (33% of FY2025 total revenue), exposing results to foreign exchange and geopolitical/trade risks.
Gross unrecognized tax benefits totaled $180.3 million as of June 30, 2026, of which $116.1 million would decrease the effective tax rate if fully recognized.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Sharples BrianDirectorGrant or award · Jun 3, 2026
Garrett MarkDirectorGrant or award · Jun 3, 2026
Donahue Caroline FDirectorGrant or award · Jun 3, 2026
Chen Herald YDirectorGrant or award · Jun 3, 2026
Congress trading in GDDY
31 transactions in GDDY reported by 5 members of Congress under the STOCK Act, most recent trade Aug 26, 2026. Reported transactions, not recommendations.
About GoDaddy Inc. (GDDY): stock profile, AI score and financials
GoDaddy Inc. (GDDY) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores GDDY at 68.1/100 on a composite quality score built from its SEC filings, placing it at rank #322 of 2,925 stocks — the top 25% of the AI-ranked universe. GDDY scores in the top quartile across balance sheet strength (87.7), free cash flow (87.2), revenue scale (78.1). Shareholder dilution risk is elevated at 20.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), GoDaddy Inc. reports quarterly revenue of $1.3B, net income of $240.1M, an operating margin of 26.4%. Top institutional holders of GDDY by reported 13-F value include AMERIPRISE FINANCIAL, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. GDDY trades on the NYSE exchange and files with the SEC under CIK 1609711. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GDDY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for GoDaddy Inc. directly from SEC EDGAR.