TEMPE, Ariz., May 21, 2024 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today announced Go Daddy Operating Company, LLC and GD Finance Co, LLC (together with Go Daddy Operating Company, LLC, the "Borrowers") allocated a $1,000 million tranche (the "Replacement Term Loans") of term loans maturing in 2031, and in connection therewith, the Borrowers intend to refinance and extend the maturity date of all outstanding Tranche B-4 Loans and up to $278 million of outstanding Tranche B-6 Term Loans, in each case, unde ...

Fasai Budkaew/iStock via Getty Images Investment Thesis GoDaddy Inc. (NYSE:GDDY) stock has gained about 87.51% over the last year, outperforming the S&P 500 by a margin of about 62.51%. Seeking Alpha Looking at this stock from a technical point of view, it is currently in a strong bullish trajectory which, I believe, will be sustained in the long run given the company’s market leadership and brand recognition which, I believe, is a major growth catalyst. Further, the company has resilient financials t ...

Forty-four percent of microbusiness owners believe that generative artificial intelligence will help them compete with larger businessesTEMPE, Ariz., May 7, 2024 /PRNewswire/ -- More U.S. microbusinesses are using generative artificial intelligence (GenAI) to grow and compete, with 50% of owners and operators recently surveyed indicating they have tried Gen AI tools in the past few months. The findings come from GoDaddy's international research initiative, Venture Forward, which quantifies the economic impa ...

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财务数据和关键指标变化 - 总收入增长7%,达到11亿美元,超出引导范围的高端 [1][2][3] - ARPU增长5%,达到206美元 [3] - 客户数量保持稳定,尽管受到剥离和迁移的影响 [3][4] - 拥有两种及以上产品的客户占比超过50% [3] - 客户保留率维持在85% [3] 各条业务线数据和关键指标变化 - 应用和商务(A&C)分部收入增长13%,达到3.83亿美元 [3][4] - A&C分部EBITDA利润率达到42%,同比提升300个基点 [3][4] - A&C分部ARR增长13%,达到15亿美元 [3][4] - 核心平台分部收入增长4%,达到7.25亿美元 [3][4] - 核心平台分部EBITDA利润率达到30%,同比提升近300个基点 [3][4] - 核心平台分部ARR增长3%,达到23亿美元 [3][4] 各个市场数据和关键指标变化 - 域名业务收入增长7% [3][4] - 二级市场域名交易业务收入增长12% [3][4] - 托管业务受剥离影响有所下降 [3][4] 公司战略和发展方向及行业竞争 - 公司战略聚焦于应用和商务(A&C)业务的加速增长,以及利润率的有序扩张 [1][2] - 推出GoDaddy Airo,提供无缝、智能、快捷的客户体验,有望成为未来几年的重要增长动力 [2][3][4] - 持续优化定价和捆绑策略,提升客户价值和公司收益 [2][3] - 提升客户体验,简化流程,提高效率,增强客户粘性 [2][3] - 支付业务保持快速增长,年化GPV突破20亿美元 [3][4] - 正在分阶段提高支付业务的交易费用,维持行业最佳性价比 [3] 管理层对经营环境和未来前景的评论 - 管理层认为宏观环境保持稳定,为公司业务发展提供支持 [9][10] - 对公司的创新产品和服务、高效的执行能力以及未来发展前景充满信心 [1][2] - 预计2024年全年收入增长6.5%,第二季度收入增长6% [3][4] - 预计2024年全年EBITDA利润率约29%,第四季度达到31% [3][4] - 预计2024年全年自由现金流超12亿美元 [3][4] 问答环节重要的提问和回答 问题1 **Ygal Arounian提问** 询问Airo在客户发现、参与和变现方面的表现 [5][6] **Aman Bhutani回答** Airo在客户发现和参与方面表现出色,正在测试不同的变现方式,如Paylink和付费墙 [6][7] 问题2 **Mark Zgutowicz提问** 询问A&C业务高增长的驱动因素,以及公司在全客户群中推广动态定价的进展 [7][8] **Aman Bhutani回答** A&C业务增长由定价和捆绑策略驱动,公司正在全面推广动态定价和个性化捆绑 [8][9] 问题3 **Ken Wong提问** 询问调整支付业务定价的原因及对客户的影响 [9][10] **Aman Bhutani回答** 调整定价旨在提供差异化的支付产品和解决方案,满足不同客户需求,公司正在分阶段推进,维持行业最佳性价比 [10]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-36904 GoDaddy Inc. (Exact name of registrant as specified in its charter) Delaware 46-5769934 (State or o ...

Q1 2024 Earnings Results May 2, 2024 ...

news release GoDaddy Reports First Quarter 2024 Financial Results Consolidated First Quarter Financial Highlights | | | | | Three Months Ended March 31, | | | | --- | --- | --- | --- | --- | --- | --- | | | | 2024 | | 2023 | Change | Constant Currency | | | | | | (in millions, except customers in thousands and ARPU in dollars) | | | | Total Revenue | $ | 1,108.5 | $ | 1,036.0 | 7.0 % | 6.9 % | | Applications and commerce revenue | $ | 383.1 | $ | 338.0 | 13.3 % | | | Core platform revenue | $ | 725.4 | $ | ...

文章核心观点 - 即将发布的GoDaddy报告预计季度每股收益0.97美元同比增223.3%，分析师预测营收11亿美元同比增5.9%，过去30天该季度共识每股收益预期下调0.5%，关注盈利预测变化对预测投资者反应至关重要，还分析了公司关键指标平均预测及股价表现 [1] 盈利与营收预测 - 公司即将发布的报告预计季度每股收益0.97美元，较去年同期增长223.3% [1] - 分析师预测公司营收11亿美元，同比增长5.9% [1] - 过去30天该季度共识每股收益预期下调0.5% [1] 关键指标平均预测 - 分析师预计“应用与商业收入”为3.8218亿美元，较去年同期增长13.1% [2] - 分析师认为“核心平台收入”可能达到7.1454亿美元，同比增长2.4% [2] - 分析师平均预测“总预订量”为12.7亿美元，去年同期为12亿美元 [2] - 分析师预计“期末总客户数”为2111万，去年同期为2100万 [3] - 分析师预测“每用户平均收入”将达到128.48美元，去年同期为197美元 [3] 股价表现 - 过去一个月GoDaddy股价变化为+3.2%，而Zacks标准普尔500综合指数变化为 -2.5% [3] - GoDaddy的Zacks排名为3（持有），预计近期表现与整体市场一致 [3]

公司动态 - 网络服务提供商GoDaddy为小企业推出小型销售点工具Smart Terminal Flex，可放于围裙口袋，适用于实体店，还包含仪表盘方便管理销售等业务 [1] - GoDaddy于2021年推出原始智能终端进入销售点领域 [1] - 截至去年底，GoDaddy商业服务总支付额升至17亿美元，同比增长125% [1] - GoDaddy推出人工智能解决方案GoDaddy Airo，帮助企业提升在线形象 [2] 行业趋势 - 面向企业的人工智能网站服务范围不断扩大，如网站构建器、客服聊天机器人等 [3] - 医疗保健行业中小企业更广泛使用实时支付，过去一年83%受访企业收发过实时支付，57%双向使用，38%将其作为最常用支付方式 [3][4]