GDDY (GoDaddy Inc.) Stock Financials & Earnings | Market Cap Arena

GDDY (GoDaddy Inc.) Stock Financials & Earnings | Market Cap Arena

GDDYGoDaddy Inc.

Mkt Cap$12B

Technology·Software - Infrastructure·🇺🇸 United States·NYSE

Revenue (TTM)$5.0B

Net Income (TTM)$875M

EPS (TTM)$6.23

Free Cash Flow (TTM)$1.6B

Gross Margin61.6%

Op. Margin22.9%

Net Margin17.7%

FCF Margin31.8%

P/S Ratio (TTM)2.5x

P/E Ratio (TTM)14.1x

YoY Rev Growth+8.3%

Employees—

Earnings Reports

Revenue & Profitability

Quarter	Revenue	Gross Profit	Op. Income
Q1 23	$1.0B	$650M	$71M
Q2 23	$1.0B	$660M	$120M
Q3 23	$1.1B	$673M	$167M
Q4 23	$1.1B	$698M	$190M
Q1 24	$1.1B	$694M	$176M
Q2 24	$1.1B	$716M	$208M
Q3 24	$1.1B	$740M	$254M
Q4 24	$1.2B	$771M	$256M
Q1 25	$1.2B	$754M	$247M
Q2 25	$1.2B	$775M	$266M
Q3 25	$1.3B	$696M	$302M
Q4 25	$1.3B	$824M	$317M

Revenue Breakdown

Valuation

Quarter	P/S	P/E
Q1 23	3.0x	37.2x
Q2 23	3.0x	38.0x
Q3 23	2.9x	34.7x
Q4 23	2.9x	9.0x
Q1 24	2.8x	7.1x
Q2 24	2.8x	6.9x
Q3 24	2.7x	6.6x
Q4 24	2.7x	13.1x
Q1 25	2.6x	16.3x
Q2 25	2.6x	15.2x
Q3 25	2.5x	14.9x
Q4 25	2.5x	14.1x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 23	$270M	$248M
Q2 23	$198M	$157M
Q3 23	$282M	$272M
Q4 23	$298M	$294M
Q1 24	$297M	$293M
Q2 24	$295M	$292M
Q3 24	$355M	$350M
Q4 24	$341M	$326M
Q1 25	$405M	$401M
Q2 25	$380M	$376M
Q3 25	$444M	$435M
Q4 25	$371M	$364M

Capital Expenditures

CapEx

Quarter	CapEx
Q1 23	$23M
Q2 23	$41M
Q3 23	$9M
Q4 23	$4M
Q1 24	$4M
Q2 24	$3M
Q3 24	$5M
Q4 24	$14M
Q1 25	$4M
Q2 25	$4M
Q3 25	$9M
Q4 25	$7M

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 23	+3.3%	+8.1%
Q2 23	+3.2%	+4.2%
Q3 23	+3.5%	-0.1%
Q4 23	+5.8%	+0.6%
Q1 24	+7.0%	-3.4%
Q2 24	+7.3%	-1.3%
Q3 24	+7.3%	-1.0%
Q4 24	+8.4%	+2.9%
Q1 25	+7.7%	+1.5%
Q2 25	+8.3%	+3.8%
Q3 25	+10.3%	+7.8%
Q4 25	+6.8%	+2.1%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 23	$74M	7.1%
Q2 23	$78M	7.4%
Q3 23	$76M	7.1%
Q4 23	$69M	6.2%
Q1 24	$72M	6.5%
Q2 24	$76M	6.8%
Q3 24	$74M	6.5%
Q4 24	$78M	6.5%
Q1 25	$80M	6.7%
Q2 25	$81M	6.7%
Q3 25	$80M	6.3%
Q4 25	-$84M	-6.6%

OpEx Breakdown

Quarter	R&D	G&A	S&M
Q1 23	$215M	$94M	$92M
Q2 23	$219M	$93M	$90M
Q3 23	$202M	$92M	$86M
Q4 23	$204M	$96M	$85M
Q1 24	$203M	$92M	$88M
Q2 24	$206M	$96M	$93M
Q3 24	$205M	$95M	$84M
Q4 24	$201M	$112M	$92M
Q1 25	$205M	$97M	$100M
Q2 25	$214M	$97M	$93M
Q3 25	$211M	$91K	$92K
Q4 25	$211M	$195M	$182M

Rule of 40

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 23	3.3%	13.7%	17.0
Q2 23	3.2%	16.2%	19.4
Q3 23	3.5%	19.9%	23.4
Q4 23	5.8%	20.9%	26.7
Q1 24	7.0%	20.0%	27.0
Q2 24	7.3%	22.0%	29.3
Q3 24	7.3%	25.5%	32.8
Q4 24	8.4%	24.9%	33.3
Q1 25	7.7%	24.1%	31.9
Q2 25	8.3%	25.3%	33.6
Q3 25	10.3%	26.4%	36.6
Q4 25	6.8%	28.4%	35.2

Revenue Segments

Quarter	Applications And Commerce	Core Platform
Q1 23	$338M	$698M
Q2 23	$352M	$696M
Q3 23	$363M	$706M
Q4 23	$377M	$723M
Q4 24	$441M	$751M
Q1 25	$446M	$748M

Revenue by Geography

Quarter	Non-US	United States
Q1 23	$341M	$695M
Q2 23	$341M	$707M
Q3 23	$346M	$724M
Q4 23	$354M	$746M
Q1 24	$353M	$756M
Q2 24	$357M	$767M
Q3 24	$369M	$778M
Q4 24	$380M	$812M
Q1 25	$389M	$806M
Q2 25	$396M	$822M
Q3 25	$423M	$843M
Q4 25	$420M	$854M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 23	$892M	$0	$892M
Q2 23	$583M	$0	$583M
Q3 23	$329M	$0	$329M
Q4 23	$459M	$40M	$499M
Q1 24	$664M	$0	$664M
Q2 24	$445M	$0	$445M
Q3 24	$767M	$0	$767M
Q4 24	$1.1B	$0	$1.1B
Q1 25	$719M	$0	$719M
Q2 25	$1.1B	$0	$1.1B
Q3 25	$924M	$0	$924M
Q4 25	$1.1B	$0	$1.1B

Shares Outstanding

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change
Q1 23	157M	-0.3%
Q2 23	154M	-1.6%
Q3 23	147M	-4.4%
Q4 23	144M	-2.1%
Q1 24	146M	+1.0%
Q2 24	145M	-0.7%
Q3 24	144M	-0.3%
Q4 24	146M	+1.0%
Q1 25	145M	-0.3%
Q2 25	141M	-2.6%
Q3 25	139M	-1.7%
Q4 25	136M	-2.1%

Revenue Per Employee

Revenue / Employee

Year	Revenue/Employee	Employees
FY 14	—	—
FY 15	$338K	5K
FY 16	$389K	5K
FY 17	$373K	6K
FY 18	$390K	7K
FY 19	$425K	7K
FY 20	$501K	7K
FY 21	$577K	7K
FY 22	$592K	7K
FY 23	$691K	6K
FY 24	$829K	6K
FY 25	$847K	6K