Earnings Releases·Oct 29, 2026, 4:11 PM ET

GoDaddy — Third Quarter 2026 Earnings Summary

Total revenue and bookings both grew 6% year-over-year to $1.34 billion and $1.43 billion respectively, while operating income surged 22% to $362.5 million and net income rose 24% to $261.8 million.
Full-year 2026 guidance remains unchanged, projecting revenue toward the higher end of the $5.215 billion–$5.255 billion range, NEBITDA margins over 33%, and free cash flow of approximately $1.8 billion.
Airo bookings run rate exceeded $100 million, doubling from the prior quarter, while total customer base expanded to 20.5 million and Applications & Commerce revenue grew 9% year-over-year.
Capital allocation included $1.4 billion in share repurchases year-to-date, reducing fully diluted shares by 12%, supported by $480.8 million in free cash flow generated during the quarter.