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Analyst
John Byun
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
- 3questioned 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 3 companies
GDDYGoDaddy8 questions · 6 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
are you thinking that that's something that's a two to three quarters type of transition
Show response
Mark declined to put a timetable on the transition; Aman said Airo for WordPress is gaining traction but is too early to size.
Calendar 2026 Q1
is it just the subs and the AI credit with the product itself? Or are you starting to generate anything from upsell or cross-sell by the GoDaddy products?
Show response
Aman confirmed $10M run rate is purely Airo AI Builder subscription and credits, with cross-sell attach still to come as product integrates more into GoDaddy ecosystem.
international revenue growth seemed to slow a little bit to 7% from, I think, last year was mostly within 10% to 14% range.
Show response
Mark attributed international deceleration to tougher aftermarket comparisons from prior year large transactions. Direct and transparent.
Calendar 2025 Q4
is this kind of like what should be the new level that we should expect given the scale that you're at now in terms of kind of low teens growth
Show response
Mark noted upgraded W+M experience provides potential upside not assumed in guidance. No specific A&C growth commitment beyond 2026 guide.
Calendar 2025 Q3
There's a lot of talk about the MCP servers and exposing some of the features and functionality to the outside and maybe to partners.
Show response
Aman confirmed ANS supports both MCP and A2A protocols, with plans to offer customers ability to surface content and functionality through agent-wrapped interfaces.
is it kind of now going back to low to mid-teens or low teens in general as we kind of anniversary that as you get bigger and bigger?
Show response
Mark acknowledged tough Q4 revenue comp but expressed confidence in momentum heading into 2026. Didn't give specific growth guidance for next year.
Calendar 2025 Q2
It looked like you're seeing maybe some renewed relative strength there, especially with domains, even the primary, not just the aftermarket being up
Show response
Mark attributed domain strength to pricing/bundling and aftermarket recovery including larger transactions. .CO impact will be very small into next year.
Calendar 2024 Q4
for Aero Plus, it's been out a couple of months. But just curious what you're seeing in terms of acquiring paying subs.
Show response
Aman declined to share specifics, citing early stage. Promised future updates. Partial, deferred the answer.
ADBEAdobe Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
on the LLM Optimizer, I'm wondering whether you've used that Adobe internally and any impact on the top of funnel
Show response
Anil confirmed LLM Optimizer originated from working with adobe.com team seeing LLM traffic for PDF queries. CMOs globally confirmed this is a top-of-mind topic.
the mix of AI credit usage between your own Firefly-based solutions and third party
Show response
David said third-party models help drive top-of-funnel acquisition by leveraging each model launch as an opportunity. Majority of generation remains Firefly due to commercial safety.
INTUIntuit1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
You mentioned the IRS file will be down about 30-basis-points. Wondering if you may have more color as to why
Show response
Sasan explained total filings declined 30bps due to manual filers not filing, representing ~2M units. Emphasized confidence from assisted opportunity and DIY model change regardless of total filing levels. Sandeep added retention was up 2 points in TurboTax Live.
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 | 8 | 0%none of 8 questions |
| ADBE Adobe Inc. | 2 | —Rate withheld: fewer than 3 questions |
| INTU Intuit | 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 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 4 | 0%none of 4 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q34 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Product Launch3
- Cloud & AI3
- Competitive Dynamics2
- Innovation & R&D2
- Demand1
- Pricing1
- Subscriber Growth1