secwatch.observer — SEC 8-K summary ====================================== Issuer: GoDaddy Inc. (GDDY) CIK: 0001609711 Form: 8-K Filed at: 2026-07-30T20:10:41+00:00 Accession: 0001609711-26-000087 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 GoDaddy Q2 2026: Revenue $1.3B (+7% YoY), net income $240M (+20%), Airo bookings run rate $50M -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1609711/000160971126000087/0001609711-26-000087-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1609711/000160971126000087/gddy-20260730.htm HTML page: https://secwatch.observer/filing/0001609711-26-000087 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer