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GoDaddy Inc.

GDDY

Technology · 82.81 -16.6% today

Jodie read · what matters now

Revenue increased 6.1% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to GDDY, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections23 verified links20 additional receipts in Pro
Organic co-movement groupStaffing Services · Early FollowerDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.

constructive
OperationsconstructiveEvidence score +2
liquidityconstructiveEvidence score +1
valuationmixed

What improved

  • Revenue increased 6.1% versus the comparable filing period.
  • Operating margin improved 3.8 percentage points.
  • Operating cash flow covered net income at 2.20x, improving versus the comparable period.

What weakened

  • Net margin fell 1.4 percentage points.

Filing receipts

This increase was partially offset by a $15.1 million increase in cost of revenue attributable to the increase in revenue.

Deferred Revenue Deferred revenue consisted of the following: March 31, 2026 December 31, 2025 Current: Applications and Commerce $ 928.6 $ 875.2 Core Platform 1,557.9 1,509.0 $ 2,486.5 $ 2,384.2 Noncurrent: Applications and Commerce $ 224.3 $ 217.8 Core Platform 739.8 717.1 $ 964.1 $ 934.9 The increase in deferred revenue is primarily driven by payments received in advance of satisfying our performance obligations, offset by $ 931.0 million of revenue recognized during the three months ended March 31, 2026 that was included in the deferred revenue balance as of December 31, 2025.

Derivatives and Hedging We utilize the following derivative instruments designated as cash flow hedges: • foreign exchange forward contracts to hedge certain forecasted sales transactions denominated in foreign currencies; • cross-currency swaps used to manage variability due to movements in foreign currency exchange rates related to a Euro-denominated intercompany loan; and • pay-fixed rate, receive-floating rate interest rate swaps to effectively convert portions of our variable-rate debt to fixed.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind GDDY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFTMicrosoft CorporationpartnerFull receipt with Pro →
AMZNAmazon.com, Inc.supplierFull receipt with Pro →

Depended on by

VRSNVeriSign, Inc.competitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 20 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

GDDY is currently a Early Follower in the organic co-movement group Staffing Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.