Short answer
GoDaddy (GDDY) filed its fiscal 2025 10-K annual report with the SEC on Feb 25, 2026. It reported revenue of $5.0B (+8.3% year over year) and net income of $875M.
- Top risk flagged: FTC settlement approved May 21, 2025 requires GoDaddy to comply with specific security requirements for hosting services for at least 20 years
FY2025 key financial metrics · XBRL
- Revenue
- $5.0B
- +8.3% YoY
- Net income
- $875M
- −6.6% YoY
- Operating margin
- 22.8%
- +3.2 pp YoY
- EPS (diluted)
- $6.22
- −3.6% YoY
- ROE
- 406.8%
- +271.4 pp YoY
- Operating cash flow
- $1.6B
- +24.2% YoY
Source: XBRL data from the GoDaddy (GDDY) FY2025 10-K on SEC EDGAR. USD.
GoDaddy FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- One-stop-shop platform for 20.4M small business customers: domain identity, web presence, and commerce tools anchored by AI-powered Airo platform
- Launched Agent Name Service (ANS) end of 2025: open trust layer for AI-powered agents on emerging "agentic open internet"; developers register agents via public API
- A&C segment revenue share grew to 38% of total (vs 36% in 2024, 34% in 2023), reflecting ongoing strategic shift from legacy domain-heavy Core Platform toward software/commerce
- Revenue $4,951.1M, up 8.3% YoY; 2025 total bookings $5,400.0M, up 7.2%; over half of internally generated code now written by AI tools
- GoDaddy Capital launched in 2025: merchant cash advance up to $1.0M for GoDaddy Payments users, paired with new Instant Payout on-demand disbursement feature
Management Discussion & Analysis
- Revenue $4,951.1M, up 8.3% YoY; A&C best segment at +14.3% ($1,889M) vs Core +4.9% ($3,062M)
- Operating margin 22.8% vs 19.5% prior year; NEBITDA margin implied at $1,585.9M vs $1,395.9M (+13.6%)
- A&C Segment EBITDA margin 45.4% vs 44.7% (+70 bps); Core Segment EBITDA margin 33.0% vs 31.9% (+110 bps)
- Operating cash flow $1,599.4M (+24.2%); share repurchases $834.8M in FY25 plus $767.4M ASRs; $2,165.2M buyback authorization remaining through 2027
- Management expects T&D costs to decline as % of revenue; AI monetization trends flagged as risk to pricing; .CO registry loss immaterial but signals competitive domain pressure
Risk Factors
- FTC settlement approved May 21, 2025 requires GoDaddy to comply with specific security requirements for hosting services for at least 20 years
- International revenue ~33% of total in 2025; geopolitical risks from China, Ukraine/Russia, Middle East conflicts could materially impact operations
- Heavy concentration on AWS for cloud infrastructure; termination or outage would disrupt platform with limited short-term alternatives
- AI-driven website creation tools risk displacing demand for core domain and website-building products; pricing pressure could increase
- Significant indebtedness via Credit Facility and Senior Notes; restrictive covenants limit acquisitions, dividends, and additional capital raises
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