When GoDaddy (GDDY) reports on 29 October, what should investors measure?

Sonal Goyal

28 October 2026 05:40 PM AEDT

When GoDaddy (GDDY) reports on 29 October, what should investors measure?

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Key Highlights

GoDaddy will announce third-quarter 2026 results on Thursday 29 October 2026 after the US market close.
Second-quarter Revenue was $1,298.0 million, up 6.6%, with Net Income up 20.1% to $240.1 million.
Full-year 2026 guidance is revenue of $5.215 billion to $5.255 billion and free Cash Flow of about $1.8 billion.

A dated catalyst this week

GoDaddy Inc. (NYSE:GDDY) will announce third-quarter 2026 results on Thursday 29 October 2026, after the US market close, with a webcast at 5:00 p.m. Eastern Time. The date comes from a company notice issued on 8 October 2026. As the figures are not yet public, this article reviews the last reported quarter and the guidance management gave.

The second-quarter baseline

GoDaddy reported second-quarter results on 30 July 2026. Revenue was $1,298.0 million, up 6.6% year on year, or 6.3% in constant currency. Total bookings rose 5.7% to $1,422.1 million, and annualised Recurring Revenue also rose 5.7%, to $4,421.4 million.

Net income increased 20.1% to $240.1 million, an 18.5% margin. Normalised EBITDA, a non-GAAP measure, rose 13.7% to $434.1 million, a 33.4% margin. Free cash flow was $443.5 million, up 13.3%. The company ended the quarter with 20.5 million customers and average revenue per user of $250, up 8.7%.

Guidance to test

For the third quarter, management guided to revenue of $1.315 billion to $1.335 billion, about 5% growth at the midpoint, with a normalised EBITDA Margin of about 33%. For 2026, it guided to revenue of $5.215 billion to $5.255 billion, roughly 6% growth at the midpoint, a normalised EBITDA margin above 33% and free cash flow of about $1.8 billion. The full-year margin and cash flow targets were reaffirmed.

These are forecasts, and Thursday's release will show how actual results compare. The third-quarter revenue midpoint of $1.325 billion is about 2.1% above the second-quarter figure, so the guided sequential step is fairly modest.

Capital returns and balance sheet

Year to date through 29 July 2026, GoDaddy repurchased 9.8 million shares for $851.8 million, which the company described as a 7% gross reduction in fully diluted shares. At 30 June 2026 it held $1.2 billion of cash and equivalents against total Debt of $3.8 billion, leaving net debt of $2.7 billion.

Repurchases are large relative to the guided free cash flow of about $1.8 billion for the year, and Buybacks of that scale also reduce the share count over time, which can affect per-share measures.

The company also reported that its Airo offering had reached a $50 million annualised bookings run rate. That is roughly 1% of the $4.42 billion annualised recurring revenue figure, although the two measures are not directly comparable, so Airo remains small relative to the core business.

What to watch

Reference points for the report include bookings and recurring revenue growth, average revenue per user, the normalised EBITDA margin, free cash flow, further buyback activity, the level of net debt and any change to the full-year ranges. Commentary on customer growth beyond the 20.5 million reported, and on how pricing and product mix are affecting revenue per user over time, may also be informative.

FAQs

Q: When will GoDaddy report third-quarter 2026 results?

A: GoDaddy will report on Thursday 29 October 2026 after the US market close, with a webcast at 5:00 p.m. Eastern Time.

Q: What was GoDaddy's second-quarter 2026 revenue?

A: Revenue was $1,298.0 million, up 6.6% year on year, with net income of $240.1 million and free cash flow of $443.5 million.

Q: What is GoDaddy's third-quarter guidance?

A: Management guided to revenue of $1.315 billion to $1.335 billion, about 5% growth at the midpoint, with a normalised EBITDA margin of about 33%.

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