GoDaddy Inc. (GDDY) Earnings Call Transcripts

GoDaddy Inc.'s Latest Earnings Call - August 11, 2026

In the Q2 2026 earnings call for GoDaddy Inc., management highlighted a significant transition towards their new AI platform, Airo, which has already seen an impressive annual run rate increase from $10 million to $50 million shortly after launch. The company reported a free cash flow target of $1.8 billion, with free cash flow per share growing at a CAGR of over 25%, signaling strong operational efficiency. However, management acknowledged that the shift to Airo may temporarily impact bookings from traditional products, but they remain confident in the long-term growth potential driven by enhanced customer engagement and retention metrics.

Reported metrics

Guidance from management

Management maintained its free cash flow target of $1.8 billion and indicated that free cash flow per share growth is expected to exceed 25%. They expressed confidence in the long-term growth potential of Airo despite short-term impacts on traditional product bookings.

What management said

Yes, I'll just add to the competitive advantages, of course, that we have is we're one of the most trusted brands and small businesses with the highest brand awareness for over 3 decades like Mark said with a breadth of customers, a distribution advantage, a broad set of solutions that help micro small businesses get started and converse with their customers, sell to their customers collect payment and a care organiz...

And then one clarification. We're talking about -- and we talked about in the calls that it was the websites plus marketing and the Dify so the do-it-for-you, not management press, it's to do it for you, that is. So there's one quick correction on that. But we have a lot of acronyms here, so sometimes it's hard to keep the straight.

What analysts pressed on

Analysts expressed concerns about the potential short-term impact on traditional product bookings as customers transition to Airo. There were also questions regarding the sustainability of margins amidst increasing AI costs and the effectiveness of the new capital allocation strategy.

Main topics on the call

• Transition to Airo AI Platform — GoDaddy's new AI platform, Airo, has rapidly gained traction, with an annual run rate increasing from $10 million to $50 million within a quarter. Mark McCaffrey stated, "Airo is an engagement tool that allows them to do...
• Customer Retention and Engagement — Management reported that 70% of Airo users are adopting a second product, compared to 50% for non-Airo users. This suggests that Airo is enhancing customer retention, with McCaffrey noting, "The customer satisfaction wit...
• Impact on Traditional Product Bookings — The transition to Airo may temporarily reduce bookings from traditional products, as customers shift their focus. McCaffrey acknowledged, "There are historical products that are not going to be as attractive to our custo...
• Free Cash Flow Growth — GoDaddy is maintaining its free cash flow target of $1.8 billion, with free cash flow per share growing at a CAGR of over 25%. McCaffrey emphasized, "We're still going to meet our $1.8 billion free cash flow target," sho...

Read the full GoDaddy Inc. transcript (August 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 58 GoDaddy Inc. earnings call transcripts on record, spanning February 13, 2020 to August 11, 2026. Based on this history, GoDaddy Inc. reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GDDY

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

IT Services

Calls on record

58

First call

February 13, 2020

Most recent

August 11, 2026

Reporting cadence

quarterly