Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Ella Smith
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 2questioned at least once
- Reporting periods
- 6with 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 11 of 11 questions from 2 companies
GDDYGoDaddy10 questions · 6 reporting periods · 0 of 10 challenging
Calendar 2026 Q2
Do you see the composition of your customer base changing as you build out agentic web offerings?
Show response
Aman kept focus on small businesses and deferred on any shift upmarket.
As you look ahead, what do you think the largest lever would be? Is it Airo? Is it product partnerships
Show response
Aman pointed to Airo as a major lever; Mark added partnerships as a growing contributor via Airo's operating-system model.
Calendar 2026 Q1
Is your intention to maintain or gain share? Or would you be willing to let some lower LTV domain customers go at the expense of your market share?
Show response
Aman directly confirmed willingness to sacrifice market share for customer quality. Cited 30 years of competing against various business models and confident in high-intent strategy driving LTV.
What do you think is GoDaddy's competitive advantage or right to win as it comes to the ANS, especially versus larger competitors?
Show response
Aman gave comprehensive explanation of ANS linking agent identity to DNS infrastructure and domain names, positioning GoDaddy as world's largest registrar. Highlighted open standard approach and early positive reactions from large players.
Calendar 2025 Q4
Given GoDaddy was founded over 30 years ago and has troves of proprietary data, what advantage might this provide you versus newer entrants
Show response
Aman highlighted ~2 billion daily data points, global scale, and ability to personalize AI experiences down to individual customer grain. Comprehensive answer.
could you quantify how much of your customer care and code generation is AI-driven versus employee-driven today?
Show response
Aman confirmed majority of code is AI-generated with new codebases almost entirely AI-generated. Metric evolving from code generation percentage to agent-based development velocity.
Calendar 2025 Q3
I was hoping to ask about the state of SMBs since it's become more opaque under the government shutdown. What are you hearing from your customers?
Show response
Aman cited survey data showing resilient customers with higher attach, order size, and $500+ cohort growth. No weakness in renewals. Comprehensive data-driven response.
are you seeing your customer -- are your customer funnel composition change at all? Or even are you seeing customers adopt new type of TLDs
Show response
Aman noted increased .ai TLD usage but no massive shifts in overall preferences. Reiterated bullishness on symbiotic AI-domain relationship.
Calendar 2025 Q1
Can you rank order some of the products and contributions which drove ARPU growth to an impressive 9%?
Show response
Mark attributed ARPU growth to the overall strategy working rather than specific product breakdowns. Partial, didn't rank order as asked.
Calendar 2024 Q4
How many of Aero users are existing GoDaddy customers versus how many are new customers? And how do you think about that distinction?
Show response
Aman confirmed majority of Aero users are new customers, with existing customer go-to-market as larger long-term opportunity.
PTCPTC Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
are you expecting to venture into completely new greenfield product areas?
Show response
Asked by Ella on for Alexei Gogolev of JPMorgan. Barua ruled out greenfield, keeping expansion inside the core systems plus supply chain personas.
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 | 10 | 0%none of 10 questions |
| PTC PTC Inc. | 1 | —Rate withheld: fewer than 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Demand3
- Competitive Dynamics3
- Product Launch2
- Innovation & R&D2
- Revenue Growth2
- Subscriber Growth2
- Margin1
- Macroeconomic1
- Pricing1