GoDaddy Inc. (GDDY) reported second-quarter 2026 financial results on July 30, 2026, posting an EPS of $1.83 (beating the $1.72 consensus) and quarterly revenue of $1.30 billion.
The stock fell by over 11% in after-hours trading because its Q3 and full-year forward guidance merely matched Wall Street expectations instead of delivering an upside surprise.
Second Quarter 2026 Business and Financial Highlights
- Total revenue of $1.3 billion, up 7% year-over-year on a reported basis and 6% on a constant
currency basis. - Total bookings of $1.4 billion, up 6% year-over-year on a reported basis and 5% on a
constant currency basis. - Applications and Commerce (A&C) revenue grew 11% year-over-year to $514.8 million.
- Core Platform (Core) revenue grew 4% year-over-year to $783.2 million.
- Operating income of $342.5 million, up 29% year-over-year, representing a 26% margin.
- Net income of $240.1 million, up 20% year-over-year, representing an 18% margin.
- Normalized EBITDA (NEBITDA) of $434.1 million, up 14% year-over-year, representing a
33% margin. - Net cash provided by operating activities of $442.5 million, up 16% year-over-year.
- Free cash flow of $443.5 million, up 13% year-over-year.
- Airo continued to gain traction, reaching an annualized bookings run rate of $50 million, five
times the $10 million shared one quarter ago, as customer adoption and engagement
continues to build.
Full release here