GoDaddy reported strong third quarter results with double-digit revenue growth driven by its Applications and Commerce segment, alongside robust cash generation and advancements in AI innovation. The company raised its full-year revenue outlook, signaling confidence in its strategic direction and execution.
Total revenue of $1.3 billion, up 10% year-over-year on a reported and constant currency basis.
positiveApplications and Commerce (A&C) revenue grew 14% year-over-year to $481.0 million.
positiveOperating income of $296.7 million, up 17% year-over-year, representing a 23% margin.
positiveNet cash provided by operating activities of $444.2 million, up 25% year-over-year.
positiveFree cash flow of $440.5 million, up 21% year-over-year.
positiveRaised full year revenue expectations to $4.930 billion to $4.950 billion, representing 8% year-over-year growth at the midpoint.
positiveNet income decreased 14.7% year-over-year for the nine months ended September 30, 2025, to $629.9 million, impacted by a one-time tax benefit in the prior year.
attentionTotal customers at period end decreased 1.5% year-over-year to 20,413.
attentionSegment EBITDA margin for Applications and Commerce (A&C) compressed 30bps year-over-year to 45.7% in the quarter.
attentionFourth quarter revenue guidance of $1.255 billion to $1.275 billion reflects headwinds from the exit of the .CO registry contract.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total |
|---|---|---|---|---|
Core Platform (Core) | $784300.0B | $724500.0B | +8.3% | 62.0% |
Applications and Commerce (A&C) | $481000.0B | $423100.0B | +13.7% | 38.0% |
| Total Revenue | $1265300.0B | — | — | 100.0% |
Segment performance shows business unit health and growth drivers.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.
GoDaddy delivered strong third quarter results as we position our business to lead in the emerging agentic AI era.
Our AI vision and evolution expands our capabilities, accelerates innovation and builds on our leadership in domains to power an open, trusted internet that delivers lasting value for customers.
Our third quarter results highlighted our disciplined execution, translating into profitable growth and strong cash generation.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.