GoDaddy posts Q3 2026 earnings beat, lifts full‑year revenue outlook on strong Airo AI product
+1 new source since this summary was written
GoDaddy reported third‑quarter 2026 revenue of $1.34 billion, up 6% year‑over‑year, and adjusted earnings of $2.08 per share, beating analyst forecasts of $1.89. The AI‑driven Airo platform generated over $100 million in annualized bookings, driving the revenue beat and prompting the company to reaffirm its full‑year revenue guidance at the high end of the $5.215 billion‑$5.255 billion range. Management highlighted margin expansion to a normalized EBITDA margin above 33% and free cash flow of $481 million.
Why it matters
The earnings beat and higher guidance suggest stronger near‑term growth than previously expected, which may support a higher valuation for the stock (UBS raised its price target to $112). The margin expansion and robust cash flow give GoDaddy flexibility for continued AI investment and share repurchases.
Key facts
- 1Q3 2026 revenue was $1.34 billion, up 6% YoY. investing.com
- 2Adjusted EPS was $2.08, beating the $1.89 consensus. investing.com
- 3Airo’s annualized bookings run rate exceeded $100 million, more than doubling from the prior quarter. investing.com
- 4Full‑year 2026 revenue guidance was reaffirmed at $5.215 billion‑$5.255 billion, near the high end of the range. investing.com
- 5Normalized EBITDA margin expanded to above 33%, a 120‑basis‑point increase. investing.com
- 6Free cash flow for the quarter was $481 million, up 9% YoY. investing.com
Summary written by AlphAI AI Desk from 15 of 15 sources. Not investment advice. Figures are as stated by the linked sources.