Latest quarter
GoDaddy reported Q2 FY2026 revenue of $1.3 billion, up 6.60% from Q2 FY2025. The company’s $1.83 adjusted EPS, as the consensus counts it, exceeded the $1.72 consensus by 6.40%, while revenue of $1.3 billion exceeded the $1.3 billion consensus by 0.32%.
GoDaddy’s filing attributed revenue growth to increases in its Applications & Commerce and Core businesses. The filing said Applications & Commerce revenue rose $50.9 million as customers continued adopting subscription-based products, while Core revenue increased $29.5 million, driven by domain registration, add-on and aftermarket revenue. GoDaddy reported gross margin of 63.8%, compared with 63.7% a year earlier, and operating margin of 26.4%, compared with 21.9%.
The filing reported free cash flow of $437.4 million, up 16.4% from Q2 FY2025. GoDaddy also reported $554.0 million of share repurchases in Q2 2026.
| Q2 FY2026 | Q2 FY2025 | Change | |
|---|---|---|---|
| Revenue | $1.3 billion | $1.2 billion | 6.60% |
| Diluted EPS | $1.83 | $1.41 | 29.8% |
| Gross margin | 63.8% | 63.7% | 0.1 percentage points |
| Operating margin | 26.4% | 21.9% | 4.5 percentage points |
| Free cash flow | $437.4 million | $375.8 million | 16.4% |
| Against the consensus | Reported | Consensus | Result |
|---|---|---|---|
| Adjusted EPS | $1.83 | $1.72 | Beat by 6.40% |
| Revenue | $1.3 billion | $1.3 billion | In line |
Adjusted EPS is the figure the consensus estimates, not the GAAP EPS above.
What management said on the call
GoDaddy did not provide an earnings-call excerpt for Q2 FY2026. The available filing reported that subscription-based Applications & Commerce products and domain registration and aftermarket activity contributed to revenue and bookings growth.
The filing said technology and development expense is expected to decline as a percentage of revenue through operational efficiencies and migration to a unified infrastructure platform. It also said cost of revenue is expected to rise in absolute dollars with domain and subscription-product sales, while its share of revenue may vary with product mix.
Guidance
GoDaddy narrowed its FY2026 total-revenue guidance to $5.2 billion–$5.3 billion. The company reaffirmed FY2026 free cash flow of $1.8 billion and non-GAAP EBITDA margin of 33.0%. For Q3 FY2026, GoDaddy expects revenue of $1.3 billion–$1.3 billion and non-GAAP EBITDA margin of 33.0%.
| Metric | For | Guide | Previous guide | Change |
|---|---|---|---|---|
| Free cash flow | FY2026 | $1.8 billion | — | New |
| EBITDA growth, non-GAAP | FY2026 | 33.0% | — | New |
| EBITDA growth, non-GAAP | Q3 FY2026 | 33.0% | — | New |
| Revenue, Applications and Commerce | Q3 FY2026 | GoDaddy expects third-quarter Applications and Commerce revenue growth in the low double-digits. | — | — |
| Revenue | FY2026 | $5.2 billion–$5.3 billion | — | New |
| Revenue | Q3 FY2026 | $1.3 billion–$1.3 billion | — | New |