earnings
confidence high
sentiment positive
materiality 0.75
GoDaddy Q2 2026: Revenue $1.3B (+7% YoY), net income $240M (+20%), Airo bookings run rate $50M
GoDaddy Inc.
- Total revenue $1.298B, up 7% YoY; net income $240.1M, up 20% YoY; operating income $342.5M, up 29%.
- Applications & Commerce revenue $514.8M (+11% YoY); Core Platform revenue $783.2M (+4% YoY).
- Normalized EBITDA $434.1M (+14% YoY), margin 33.4%; free cash flow $443.5M (+13% YoY).
- Airo annualized bookings run rate reached $50M, up 5x from $10M in prior quarter.
- Total customers 20.5M, ARPU $250 (+8.7% YoY); strong cash generation and share buybacks.