GoDaddy (GDDY) reported $1.27 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.8%. EPS of $1.80 for the same period compares to $1.42 a year ago.
The reported revenue represents a surprise of +0.4% over the Zacks Consensus Estimate of $1.27 billion. With the consensus EPS estimate being $1.58, the EPS surprise was +13.64%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how GoDaddy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total bookings: $1.28 billion compared to the $1.31 billion average estimate based on six analysts.
- Total customers at period end: 20.42 million compared to the 20.54 million average estimate based on five analysts.
- Annualized recurring revenue (ARR): $4.34 billion versus the two-analyst average estimate of $4.31 billion.
- Revenue- Applications & commerce: $497.7 million versus $499.12 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +12.8% change.
- Revenue- Core platform: $776.2 million compared to the $769.52 million average estimate based on six analysts. The reported number represents a change of +3.3% year over year.
- Segment EBITDA- Core Platform: $270.4 million versus the two-analyst average estimate of $262.47 million.
- Segment EBITDA- Applications & Commerce: $234.3 million versus the two-analyst average estimate of $235.29 million.
View all Key Company Metrics for GoDaddy here>>>
Shares of GoDaddy have returned -17.2% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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GoDaddy Inc. (GDDY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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