GoDaddy Inc.

“We serve small businesses, individuals, organizations, developers, designers and domain investors. We manage and report our business in the following two segments:”

“Applications and Commerce (A&C), which primarily consists of sales of products containing our proprietary software, notably our website building products, and our proprietary commerce solutions, as well as third-party email and productivity solutions”

“Core Platform (Core), which primarily consists of sales of domain registrations and renewals, aftermarket domain sales, domain protection, website hosting products and website security products when not included in bundled offerings”

“In each of the five years ended December 31, 2025, our customer retention rate was approximately 85%, with the exception of the year ended December 31, 2024 when the retention rate was approximately 84% due to divestitures, migrations and end of life of certain products”

“We continue to grow our commerce offerings with tailored OmniCommerce solutions, POS systems, financial tools such as GoDaddy Capital and Instant Payouts and SaaS plans with premium features and discounted transaction fees to merchants.”

“with Airo, our AI-powered experience, we aim to reduce complexities for our customers through agentic AI solutions that can anticipate needs and next steps”

“International revenue of $1,626.8 million, an increase of 11.4%, or approximately 11.8% on a constant currency basis(1).”

“Total revenue of $4,951.1 million, an increase of 8.3%, or approximately 8.4% on a constant currency basis(1).”

“We serve our customers and users from data center facilities operated either by us or third parties, which are most significantly located in Arizona, Virginia, Singapore and France.”

“high awareness as the leading domain name provider, with approximately 81 million domains under management as of December 31, 2025. Based on information reported in VeriSign's most recent Domain Name Industry Brief, this represented around 21% of the approximately 387 million domain names registered worldwide”

“The primary factors driving growth in our business are our seamless technology experience, cost optimization and retention of high intent customers, pricing and bundling, and commerce.”

“we engaged in cost optimization initiatives, including decreases in rent and utilities expenses, and reductions in costs associated with data center and systems infrastructure as we continue to migrate to a cloud-based infrastructure.”

“Total bookings of $5,400.0 million, an increase of 7.2%, on a reported and constant currency basis(1). Operating income of $1,127.3 million, an increase of 26.2%.(2) Net income of $875.0 million, a decrease of 6.6%.(2) (3) Normalized EBITDA(4) of $1,585.9 million, an increase of 13.6%. Net cash provided by operating activities of $1,599.4 million, an increase of 24.2%.”

“We had net income of $875.0 million, $936.9 million and $1,375.6 million for the years ended December 31, 2025, 2024 and 2023 respectively.”

“For the seven years ended December 31, 2025, the average annual revenue retention rate of the 2017 cohort was more than 91%”

“in April 2025, our board of directors approved the repurchase of up to an additional $3,000.0 million of our Class A common stock through the end of 2027.”

“We have never declared or paid any dividends on our common stock, and we currently do not intend to pay dividends to the holders of our Class A common stock.”

“Our payments-related operations, including GoDaddy Payments, are subject to various laws, regulations, and restrictions.”

“Although the U.S. has not enacted legislation to implement the Pillar Two framework, certain countries in which we operate have adopted legislation”

“An actual or perceived cybersecurity incident could impair our ability to conduct business, provide our products or services, protect data, and comply with contractual or legal obligations”

“Our level of indebtedness could adversely affect our financial condition, our ability to raise additional capital to fund our operations”

“We face significant competition for our products, which we expect will continue to intensify, and we may not be able to maintain or improve our competitive position or market share.”

“Our use, development, adoption, deployment and maintenance of AI and other new and evolving technologies may present significant risks, which could result in increased costs, litigation, reputational harm and liability.”

“these customers often have limited budgets and may choose not to allocate resources to our solutions, especially in times of economic uncertainty or recessions”

“The future growth of our business depends in part on our international revenue. Our continued international presence could subject us to additional risks.”