Highlights

  • GoDaddy reported Q3 2026 total Revenue of US$1.34 billion, up 6.0% year over year in constant currency.
  • The Airo annualized bookings run rate exceeded US$100 million, more than doubling from about US$50 million a quarter earlier.
  • GAAP Diluted Earnings per Share rose to US$2.08 from US$1.51, while free Cash Flow reached US$480.8 million.
  • The company repurchased 15.7 million shares for US$1.4 billion during 2026 through 26 October.

GoDaddy Inc. (NYSE:GDDY) said its Airo artificial intelligence offering more than doubled its annualized bookings run rate in a single quarter, as the website and domains provider released third-quarter results on 29 October 2026. The company also signaled that full-year revenue should land toward the higher end of its guidance range.

Airo Moves Toward Flagship Status

The Airo annualized bookings run rate passed US$100 million in Q3 2026, compared with about US$50 million one quarter earlier. GoDaddy said Airo has begun contributing incrementally to bookings growth and is becoming its flagship website product.

The company also expanded its Developer Platform with agent-friendly application programming interfaces for hosting, professional email and commerce, building on a domain interface launched the previous quarter. Chief Executive Aman Bhutani said the AI transformation is gaining momentum as GoDaddy positions itself for an agentic world.

Revenue and Profit Grow in Third Quarter

Total revenue for Q3 2026 rose 6.0% to US$1.34 billion. Applications & Commerce revenue grew 9.0% to US$524.3 million, while Core Platform revenue increased 4.2% to US$817.5 million. Total bookings climbed 5.7% to US$1.43 billion, and annualized Recurring Revenue rose 5.1% to US$4.51 billion. Average revenue per user increased 6.8% to US$253, with the customer base at about 20.5 million after adding roughly 75,000 customers since the end of 2025. International revenue rose 3.1% to US$435.5 million.

GAAP Net Income rose 24.4% to US$261.8 million, or US$2.08 per diluted share, compared with US$1.51 a year earlier. Operating Income increased 22.2% to US$362.5 million. Normalized EBITDA, a non-GAAP measure, grew 10.0% to US$449.3 million, a 33.5% margin. Segment EBITDA was US$246.0 million for Applications & Commerce, a 46.9% margin, and US$268.9 million for Core Platform. Chief Financial Officer Mark McCaffrey pointed to solid revenue growth, expanded profitability and strong free cash flow.

Cash Flow Funds Buybacks

Operating cash flow rose 9.8% to US$487.7 million in the quarter, and free cash flow increased 9.1% to US$480.8 million. Through 26 October 2026, GoDaddy repurchased 15.7 million shares for US$1.4 billion, a 12% gross reduction in Fully Diluted Shares since the start of the year. At 30 September, cash and equivalents were about US$1.1 billion against total Debt of about US$3.8 billion, leaving net debt of US$2.69 billion.

On 31 July 2026, the company replaced its US$1.0 billion revolving Credit Facility with a new US$1.2 billion revolver maturing on 31 July 2031.

Full-Year Targets and December Investor Night

GoDaddy expects 2026 revenue toward the higher end of its US$5.215 billion to US$5.255 billion range, with about 10% growth in Applications & Commerce and about 4% in Core Platform. It reaffirmed a normalized EBITDA Margin above 33% and free cash flow of approximately US$1.8 billion. The company plans an in-person Investor Night in Tempe on 1 December 2026, where it may refresh select financial targets.