Compared to Estimates, GoDaddy (GDDY) Q4 Earnings: A Look at Key Metrics

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 Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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