10-Q quarterly report · filed Oct 31, 2025

GoDaddy (GDDY) Q3 2025 10-Q Quarterly Report

Short answer

GoDaddy (GDDY) filed its Q3 2025 10-Q quarterly report on Oct 31, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $1.3B (up 10.3% year over year) with net income of $211M.

Q3 2025 key financials · XBRL

Revenue
$1.3B
+10.3% YoY · +3.9% QoQ
Net income
$211M
+10.5% YoY · −49.8% QoQ
Operating margin
23.4%
EPS (diluted)
$1.52
−47.9% QoQ

Source: XBRL data from the GoDaddy (GDDY) Q3 2025 10-Q on SEC EDGAR. USD.

GoDaddy Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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