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GoDaddy (GDDY) Q3 2025 10-Q Quarterly Report

Filed: Oct 31, 2025Period ending Sep 30, 2025
Information Technology
Services-Computer Integrated Systems DesignSEC EDGAR
GoDaddy Overview

GoDaddy (GDDY) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 31, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

GoDaddy Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • • Revenue $1,265.3M Q3 FY25, up 10.3% YoY from $1,147.6M; Applications & Commerce up 13.7% to $481.0M, Core up 8.3% to $784.3M
  • • Operating income margin 23.4% vs 22.1% YoY; Net income margin unchanged at 16.6% YoY
  • • Best segment: Applications & Commerce EBITDA $219.9M, margin 45.7% (down 30 bps); worst: Core margin flat at 33.0%
  • • Operating cash flow $444.2M, up 25.1% YoY; repurchased 8.6M shares for $1.39B YTD, increasing financing cash outflows by $703.5M
  • • Outlook: No material impact expected from loss of .CO registry; guidance assumes sufficient liquidity for operations and share repurchases through 12+ months

Risk Factors

  • • New risk: FTC settlement May 2025 requires 20-year compliance with hosting security practices, raising long-term regulatory and compliance obligations
  • • Material update: AI-related risks expanded with adoption of EU AI Act 2024 and US state laws (Colorado, California), increasing legal and operational complexity
  • • Regulatory risk: Extensive data privacy and cybersecurity laws (GDPR, CCPA, NIS2) plus risks from potential loss of EU-US data transfer mechanisms (SCCs, Privacy Shield)
  • • Operational risk: Dependency on AWS cloud infrastructure with risks of outages, capacity limits, and contract termination impacting platform availability
  • • Financial risk: Indebtedness from Credit Facility and Senior Notes may restrict operations and require substantial cash for debt service; risk of default and acceleration upon change of control

GoDaddy Q3 2025 Quarterly Financials
XBRL

Revenue

$1.3B

▲ +10.3% YoY▲ +3.9% QoQ

Net Income

$211M

▲ +10.5% YoY▼ -49.8% QoQ

Net Margin

16.6%

▲ +4bp YoY▼ -1781bp QoQ

Source: XBRL data from GoDaddy Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Other GoDaddy Quarterly Reports

Q1 2025 10-Q

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