Description
GoDaddy Is Quietly Building the ‘Agentic Internet’—And It’s a Game Changer!
GoDaddy Inc. reported its third-quarter 2025 results, showcasing a robust financial performance with a 10% increase in total revenue and a significant 14% rise in Applications and Commerce (A&C) bookings. The company highlighted a 32% normalized EBITDA margin, indicating solid profitability despite investments in AI technologies. Positively, GoDaddy raised its full-year 2025 revenue guidance to an 8% growth at the mid-point, at the top of its previously projected range, signaling confidence in continuing its growth momentum. A key part of GoDaddy’s current transformation is the development and deployment of AI-driven tools, most notably its Airo platform. The company is transitioning from a Generative AI to an Agentic AI model, introducing AI agents to improve customer engagement. During the quarter, five new AI agents were launched, assisting with tasks such as domain acquisition, website building, and compliance documentation, among others.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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