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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“MuleSoft, a Salesforce company and GoDaddy launched an integration between MuleSoft's Agentic Fabric and GoDaddy ANS.”
GoDaddy integrated its Agent Name Service with Salesforce's MuleSoft Agentic Fabric, validating ANS for enterprise agentic workflows.
“should we think of this being competitive with Lovable or Base44, those kind of players?”
An analyst frames GoDaddy's Airo.ai app-builder / vibe-coding tool as competing with AI app-builder players like Base44.
“should we think of this being competitive with Lovable or Base44, those kind of players?”
An analyst frames GoDaddy's Airo.ai app-builder / vibe-coding tool as competing with AI app-builder players like Lovable.
“we're a very large WordPress host. We have a large base of customers that work with us on WordPress.”
GoDaddy is a large WordPress host adding Agentic AI tooling to its WordPress platform, a read-through on WordPress ecosystem demand.
“in terms of Office 365, we have a long term relationship with Microsoft. It's a contractual relationship. So the sort of price increases on their side don't directly impact us. Again, we've been working with them for a decade now. And we're very happy with that relationship.”
GoDaddy has a decade-long contractual reseller relationship with Microsoft for Office 365, insulating GoDaddy from Microsoft's own consumer/commercial price increases.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ken Wong | Oppenheimer | 11 (0%) |
| Vikram Kesavabhotla | Robert W. Baird | 11 (0%) |
| Trevor Young | Barclays | 9 (33%) |
| Mark Zgutowicz | Benchmark | 8 (0%) |
| Naved Khan | B. Riley Securities | 8 (0%) |
| Elizabeth Porter | Morgan Stanley | 8 (0%) |
| Ella Smith | JPMorgan | 8 (0%) |
| John Byun | Jefferies | 7 (0%) |
| Ygal Arounian | Citigroup | 7 (14%) |
| Josh Beck | Raymond James | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Benchmark | 2 | 11 (0%) |
| Oppenheimer | 1 | 11 (0%) |
| Robert W. Baird | 1 | 11 (0%) |
| Morgan Stanley | 2 |
| 10 (0%) |
| B. Riley Securities | 2 | 9 (0%) |
| Barclays | 1 | 9 (33%) |
| Citigroup | 2 | 9 (11%) |
| Raymond James | 2 | 8 (0%) |
GoDaddy closed FY2025 with 8% full-year revenue growth, EBITDA margin reaching 34% in Q4, and free cash flow growing 19% to $1.6 billion. The A&C segment grew 13% and approached 40% of total revenue, while Airo.AI launched with 25 agents and agentic capabilities. New FY2026 guidance of $5.195-$5.275 billion revenue and approximately $1.8 billion FCF was introduced, and shares outstanding had been reduced by 33% since 2021.
Revenue Growth | Cloud & AI | Product Launch | Demand | Pricing | Subscriber Growth | Competitive Dynamics | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 1 | 9 | 6 | 3 | 6 | 1 | 2 |
| 2025Q1 | 5 | 3 | 6 | 7 | 6 | 2 | 2 | 1 |
| 2025Q2 | 7 | 6 | 6 | 2 | 4 | 2 | 4 | 1 |
| 2025Q3 | 5 | 11 | 3 | 4 | 1 | 2 | 3 | 1 |
| 2025Q4 | 6 | 8 | 4 | 4 | 5 | 4 | 3 | 2 |
| 2026Q1 | 6 | 8 | 5 | 7 | 4 | 3 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 5 | 7 | 5 | 6 | 6 |
| Cloud & AI | 1 | 3 | 6 | 11 | 8 | 8 |
| Product Launch | 9 | 6 | 6 | 3 | 4 | 5 |
| Demand | 6 | 7 | 2 | 4 | 4 | 7 |
| Pricing | 3 | 6 | 4 | 1 | 5 | 4 |
| Subscriber Growth | 6 | 2 | 2 | 2 | 4 | 3 |
| Competitive Dynamics | 1 | 2 | 4 | 3 | 3 | 4 |
| Margin | 2 | 1 | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GDDY GoDaddy | 7 | +6.1% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |