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Analyst
Alex Lavigne
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q2 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 1 company
GDDYGoDaddy3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
nice acceleration on ARPU sequentially. I was hoping you could qualify uptake from marketing suite or Airo Plus that may have contributed to that.
Show response
Aman confirmed marketing suite and Airo Plus still small contributors; ARPU growth driven by broader Airo experience improving conversion, attach, and order size.
As you think about Agentic and the opportunity that this may catalyze an upmarket push for you guys, perhaps something like an MCP, broader integrations there.
Show response
Aman projected GoDaddy fully enabled for agentic AI within 12 months with evolving standards. Direct and forward-looking.
Calendar 2025 Q1
How would you characterize or qualify the upmarket opportunity today relative to 12 months ago, especially as Airo index is your top of funnel exposure away from domains?
Show response
Aman described commerce offering expanding to serve businesses approaching $1M+ in sales, focused on existing customer base. Direct and strategic.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| GDDY GoDaddy | 3 | 0%none of 3 questions |
- GDDYGoDaddy · 3 questions0%none of 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI2
- Revenue Growth1
- Product Launch1
- Innovation & R&D1
- Demand1
- Competitive Dynamics1