GoDaddy Inc. Q4 FY2025 earnings call

Aman emphasized GoDaddy's mission to empower entrepreneurs, delivered 7% bookings growth and 32% normalized EBITDA margin for full year 2025. Accelerated AI journey with progress on Airo as agentic OS, AI adoption across functions, and Agent Name Service. Updates on go-to-market and product efforts: expanded go-to-market for domains, upgraded Websites + Marketing with AI-powered website builder. Mark discussed financial results, Q4 and annual revenue, margin, free cash flow, and 2026 guidance including revenue range, margin expectation, and Q1 outlook

Applications & Commerce segment: Revenue grew 13% to $498 million, segment EBITDA margin improved 40 basis points to 47%, ARR grew 12%. Core Platform segment: Revenue growth of 3% to $776 million, segment EBITDA margin expanded 70 basis points to 35%. Full year: Revenue approximately $5 billion, growth 8%; A&C revenue grew 14% to $1.9 billion, Core Platform revenue grew 5% to $3.1 billion; total bookings grew 7%; normalized EBITDA grew 14% to $1.6 billion with a margin of 32%; free cash flow grew 19% to $1.6 billion

Full year 2026 revenue expected $5.195B - $5.275B, growth ~6% midpoint; A&C revenue low double digits, Core Platform low single digits; normalized EBITDA margin to exceed ~33%; free cash flow ~$1.8B. Q1 2026 total revenue $1.25B - $1.27B, ~6% growth midpoint; normalized EBITDA margin ~32%, up ~150 basis points from prior year

Q: On .com promotional offer, why change go-to-market, observe in Feb, one-time headwind?

A: Aman on go-to-market evolution opening top funnel, Mark on financial impact, bookings to parity with revenue by year end.

Q: On AI costs, visibility and margin impact?

A: Aman on disciplined AI cost process, Mark on visibility and ability to hit margins