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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vikram Kesavabhotla | Robert W. Baird | 13 (0%) |
| Ken Wong | Oppenheimer | 13 (0%) |
| Mark Zgutowicz | Benchmark | 10 (0%) |
| Elizabeth Porter | Morgan Stanley | 10 (0%) |
| Naved Khan | B. Riley Securities | 10 (20%) |
| Ella Smith | JPMorgan | 10 (0%) |
| Ygal Arounian | Wedbush Securities | 9 (11%) |
| Trevor Young | Barclays | 9 (33%) |
| John Byun | Jefferies | 8 (0%) |
| 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 | 13 (0%) |
| Robert W. Baird | 1 | 13 (0%) |
| Oppenheimer | 1 | 13 (0%) |
| Morgan Stanley | 2 |
| 12 (0%) |
| B. Riley Securities | 2 | 11 (18%) |
| JPMorgan | 1 | 10 (0%) |
| Jefferies | 2 | 9 (0%) |
| Barclays | 1 | 9 (33%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.19B | +8.4% | $1.36 | -82.7% | 21.4% | 16.7% | $326M |
| FY2025 Q1 | $1.19B | +7.7% | $1.51 | -45.3% | 20.7% | 18.4% | $401M |
| FY2025 Q2 | $1.22B | +8.3% | $1.41 | +39.6% | 21.9% | 16.4% | $376M |
| FY2025 Q3 | $1.27B | +10.3% | $1.51 | +14.4% | 23.9% | 16.6% | $435M |
| FY2025 Q4 | $1.27B | +6.8% | $1.80 | +32.4% | 24.9% | 19.2% | $364M |
| FY2026 Q1 | $1.27B | +6.1% | $1.60 | +6.0% | 24.7% | 16.9% | $467M |
| FY2026 Q2 | $1.30B | +6.6% | $1.83 | +29.8% | 26.4% | 18.5% | $437M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Revenue grew 6% with ARPU expanding to $246, up 9%, as Airo AI Builder scaled to $10 million+ annualized bookings within weeks of beta launch. A&C segment grew 12% approaching 40% of total business, and Airo Care launched across 50+ markets in 20 languages with strong resolution improvements. Free cash flow grew 15% to $474 million, and management reaffirmed FY2026 guidance at $5.195-$5.275 billion revenue with approximately $1.8 billion FCF.
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 |
What GDDY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“But can you comment on how registrar promotional intensity in Q1, for example, for GoDaddy, your biggest customer or for other registrars, how it compared with 4Q and how you think about promo-driven volume versus sustainable underlying demand?”
An analyst identifies GoDaddy as VeriSign's biggest registrar customer while probing promotional intensity; read-through on GoDaddy's domain-registration channel activity.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GDDY GoDaddy | 7 | +6.1% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| 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 | 9 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +65.5% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.9% |