GoDaddy reported second quarter revenue of $1.3 billion and diluted EPS of $1.83, beating consensus estimates. The results were supported by continued strength in the Applications & Commerce segment and accelerating adoption of its AI tools.
Key Highlights
- The Airo AI platform reached an annualized bookings run rate of $50 million, a five-fold increase from the $10 million reported in the previous quarter.
- Applications and Commerce (A&C) revenue grew 11% year-over-year to $514.8 million, while Core Platform revenue increased 4% to $783.2 million.
- The company generated $443.5 million in free cash flow, an increase of 13% year-over-year, and reaffirmed its full-year target of approximately $1.8 billion.
- GoDaddy narrowed its full-year 2026 revenue guidance to a range of $5.215 billion to $5.255 billion, representing 6% growth at the midpoint.