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Top analysts & firms

All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions

What does “challenging” mean?

Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Most active analysts

Analyst	Firm	Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Vikram Kesavabhotla	Robert W. Baird	13 questions · 0% challenging
Ken Wong	Oppenheimer	13 questions · 0% challenging
Mark Zgutowicz	Benchmark	10 questions · 0% challenging
Elizabeth Porter	Morgan Stanley	10 questions · 0% challenging
Naved Khan	B. Riley Securities	10 questions · 20% challenging
Ella Smith	JPMorgan	10 questions · 0% challenging
Ygal Arounian	Wedbush Securities	9 questions · 11% challenging
Trevor Young	Barclays	9 questions · 33% challenging
John Byun	Jefferies	8 questions · 0% challenging
Josh Beck	Raymond James	6 questions · 0% challenging

Most active firms

Firm	Analysts	Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Benchmark	2 analysts	13 questions · 0% challenging
Robert W. Baird	1 analyst	13 questions · 0% challenging
Oppenheimer	1 analyst	13 questions · 0% challenging
Morgan Stanley	2 analysts	12 questions · 0% challenging
B. Riley Securities	2 analysts	11 questions · 18% challenging
JPMorgan	1 analyst	10 questions · 0% challenging
Jefferies	2 analysts	9 questions · 0% challenging
Barclays	1 analyst	9 questions · 33% challenging

Quarter in detail

· FY2026 Q1

Macro Signals

→Consumer Spending↑AI & Tech

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.

Key Themes8

positive📊 company

Revenue Grew 6% With EBITDA Margin Expanding 210 Basis Points To 33%

Q1 revenue grew 6% to $1.3 billion at high end of guidance. Normalized EBITDA grew 13% to $414 million with 33% margin, up over 200 basis points year-over-year.

Revenue GrowthMargin

positive📊 company

Airo AI Builder Scaled To $10M+ Annualized Bookings Run Rate Within Weeks Of Beta

New AI-native product offering rapidly scaled to $10 million plus in annualized bookings run rate including subscriptions and credits. Customers building, publishing and purchasing incremental credits. Paid marketing ramping in May.

Product LaunchCloud & AIRevenue Growth

positive📊 company

Airo Care Launched Across 50+ Markets And 20 Languages With Strong Resolution Improvements

AI-native support technology improved resolution rate by approximately 50% in first test. Non-English market resolution improved by over 150%, equalizing global performance. AI sales agent achieving conversion rates comparable to human-assisted sales for smaller leads.

Cloud & AIMarginInnovation & R&D

positive📊 company

A&C Segment Grew 12% Approaching 40% Of Total Business

A&C revenue grew 12% to $0.5 billion with ARR growing 10%. Segment now represents approximately 40% of total business. A&C EBITDA margin improved 110 basis points to 45%.

Revenue Growth

mixed📊 company

Promotional Offer Drove $100K+ Gross Customer Adds With Domain Registrations Accelerating 6%

Promotions drove strong customer acquisition exceeding 100,000 new customers. New domain registrations accelerated by 6%. However, a lower-value product was retired partially offsetting customer growth, and bookings grew only 3% reflecting promotional and .CO headwinds.

DemandSubscriber GrowthPricing

positive📊 company

ANS Partnerships Signed With Non-GoDaddy Agents Numbering In Thousands

Signed a couple of partnerships with real-world use cases. Non-GoDaddy agents in ANS implementation now number in thousands. Working on aligning key players on open standard using DNS for agent identity and discovery.

Innovation & R&DCloud & AI

positive📊 company

Free Cash Flow Grew 15% To $474M With Trailing 12-Month FCF Of $1.68 Billion

FCF grew 15% to $474 million with greater than 1:1 EBITDA conversion. Trailing 12-month FCF reached $1.68 billion. Repurchased $280 million in shares, maintaining over 31% gross share reduction since 2022.

Capital AllocationMargin

positive📊 company

Full Year 2026 Guidance Reaffirmed At $5.195-$5.275B Revenue

Reaffirmed full year 2026 guidance: revenue $5.195-$5.275B (6% growth at midpoint), EBITDA margin over 33%, FCF approximately $1.8 billion. Q2 guided at $1.285-$1.305B.

Guidance ReliabilityRevenue Growth

Q&A Topicsfrequency by quarter

	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

Analyst Q&A11 analysts · 18 questions · 6% challenge

Ella SmithJPMorgan

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?

View in transcript →

What do you think is GoDaddy's competitive advantage or right to win as it comes to the ANS, especially versus larger competitors?

View in transcript →

Jack Halpert

View Technology sector trends →View Software - Infrastructure industry trends →

GoDaddy GDDY

Sector: Technology Industry: Software - Infrastructure

Low valuation · FY26 Q1

FY26 Q1, sector-relative: P/E 13x (7th), EV/Sales 10.8x (13th).

CompanyFiscal year ends DecMost recent earnings call: Jul 30, 2026 (FY2026 Q2)Next earnings call: Oct 29, 2026

7/ 10

FY2026 Q1Positive−1.0 vs FY2025 Q4

Calendar quarter Q1 2026Earnings call Apr 30, 2026

FY2026 Q1 in brief

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.

PositiveRevenue Grew 6% With EBITDA Margin Expanding 210 Basis Points To 33%
PositiveAiro AI Builder Scaled To $10M+ Annualized Bookings Run Rate Within Weeks Of Beta
PositiveAiro Care Launched Across 50+ Markets And 20 Languages With Strong Resolution Improvements

Full narrative and all 8 themes ↓

ScoringBase 6 · revenue +6.08%Transcript 0EPS +1Guidance 0Final 7

Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →

Score details · FY2026 Q1

calendar Q1 2026 · call Apr 30, 2026

Year over year · FY26 Q1 vs FY25 Q1: ±0.0 ptsFY26 Q1 7 vs FY25 Q1 7
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters: 5%

Share price · trailing year

daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score

GDDY $103.361Y -20.6%YTD -16.7%● earnings calls (score)

Sources. Tellvest earnings-call sentiment score for GoDaddy (GDDY), FY2026 Q1: 7/10. Scores: GoDaddy’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: GDDY daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.

Key financials

FY2026 Q1 selectedReported GAAP figures from SEC filings

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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 Q1Selected	$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

As stated by management

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).

EPS: “not stated on call”
Revenue: “6% in Q1”
Guidance: “Reaffirmed FY2026 guidance: revenue $5.195-5.275B, EBITDA >33%, FCF ~$1.8B”
Key metric: “ARPU $246 (+9%), A&C revenue +12%, FCF +15% to $474M, trailing 12M FCF $1.68B, 31%+ share reduction since 2022”

Industry Peersas of Q1 2026

Software - Infrastructure

Company	Score	Rev YoY	Headline
GDDY GoDaddy	7	+6.1%	Revenue grew 6% with EBITDA margin expanding 210 basis points to 33%
ADBE Adobe Inc.	7	+12.0%	Strong Q1 Revenue of $6.4B With Subscription Growth Accelerating
AKAM Akamai Technologies	6	+5.8%	Landmark $1.8 Billion Seven-Year CIS Deal with Frontier Model Company
CPAY Corpay	8	+25.4%	Blowout Q1 with 25% revenue and 29% EPS growth
CRWD CrowdStrike	9	+23.3%	CrowdStrike closed FY2026 with Q4 revenue of $1.31 billion, up 23% and exceeding guidance, while ending ARR crossed the $5 billion milestone
CRWV CoreWeave, Inc. Class A Common Stock	8	+111.7%	CoreWeave's first quarter of 2026 delivered record bookings of more than $40 billion, lifting contracted revenue backlog to $99.4 billion, and revenue of approximately $2.1 billion, up 112% year-over-year, as active power surpassed 1 gigawatt
FFIV F5, Inc.	8	+11.0%	F5 grew revenue 11% to $812 million, led by 22% product growth, its seventh consecutive quarter of double-digit product growth, with systems revenue up 26% to $226 million and software up 17% to $184 million
FTNT Fortinet	10	+20.1%	Fortinet delivered 20% revenue growth with EPS surging 29% as AI-driven security demand accelerated and OT security billings surged over 70%
GEN Gen Digital	6	+27.0%	Revenue crosses $5 billion for first time with 10th consecutive EPS beat
IOT Samsara Inc.	10	+28.3%	Samsara closed FY2026 with $1.9 billion in ARR, up 30% year-over-year, and added $145 million of net new ARR in Q4 (up 33% year-over-year), its third consecutive quarter of accelerating net new ARR growth
MDB MongoDB, Inc.	9	+26.8%	MongoDB closed fiscal 2026 with total revenue of $695 million, up 27% year-over-year and above the high end of guidance, led by Atlas growth of 29% as it crossed a $2 billion run rate and non-Atlas growth of 20%, its best quarter in two years
MSFT Microsoft Corporation	9	+18.3%	Microsoft delivered revenue of $82.9 billion, up 18%, with Azure growing 40% in constant currency against an accelerating prior-year comparison and the AI business surpassing $37 billion in annualized revenue growing 123%
NET Cloudflare, Inc.	10	+33.5%	Revenue accelerates to 34% with record sales productivity
ORCL Oracle Corporation	9	+21.7%	First 20%+ Organic Revenue and EPS Growth in 15 Years
PANW Palo Alto Networks	6	+14.9%	Record Q2 platformizations with broad-based organic strength
PATH UiPath Inc.	9	+13.6%	UiPath closed fiscal 2026 with fourth quarter revenue up 14% to $481 million (10% FX-neutral) and ARR of $1.853 billion, up 11%, while delivering its first full year of GAAP profitability on $282 million of GAAP net income
PLTR Palantir Technologies	10	+84.7%	Palantir delivered record Q1 revenue growth of 85% year-over-year to $1.633 billion, with US revenue surpassing 100% growth for the first time
SNPS Synopsys	7	+65.5%	Strong Q1 with Revenue at High End of Guidance
TWLO Twilio Inc.	10	+20.0%	Twilio's GAAP EPS rose to $0.57 from $0.12 a year earlier, and CFO Aidan Viggiano said on the Q1 call that nothing unusual lifted the 8% GAAP operating margin, crediting non-GAAP profit growth, lower stock-based compensation and declining intangible amortization
VRSN Verisign	7	+6.6%	Record Domain Base at 176.1 Million Names
XYZ Block, Inc.	8	+4.9%	Record Adjusted Profitability With Strong GP Growth
ZS Zscaler	9	+25.9%	ARR Grows 25% to $3.4B with Organic Net New ARR Accelerating

Shared themes this quarter

GDADAKCPCRCRFFFTGEIOMDMSNEORPAPAPLSNTWVRXYZS

Revenue growth

GDADAK

Macro signal alignment

AI & tech

↑ GDDY↑ ADBE↑ AKAM↑ CRWD↑ CRWV↑ FFIV↑ FTNT GEN MDB↑ MSFT↑ NET↑ ORCL↑ PANW↑ PATH↑ PLTR↑ SNPS↑ TWLO

Top analysts & firms

Most active analysts

Most active firms

Corporate events

Quarter in detail

Q&A Topicsfrequency by quarter

GoDaddy GDDY

Score details · FY2026 Q1

Share price · trailing year

Key financials

As stated by management

Who’s talking about GDDY