The EPS beat and strong FCF generation are positive, but the net income decline and reaffirmed (not raised) guidance cap the upside. Watch for Q2 results to see if the 6% revenue growth trajectory holds; the stock may trade range-bound until a catalyst like AC revenue acceleration or a guidance raise emerges.
Price Chart
Executive Summary
GoDaddy reported Q1 2026 revenue of $1.267B (+6.1% YoY), in line with consensus, and GAAP diluted EPS of $1.60, beating the $1.52 estimate by 5.3%. Net income declined 2.2% YoY to $214.6M due to a non-recurring tax benefit in the prior year. The company reaffirmed full-year 2026 revenue guidance of $5.195B-$5.275B (6% YoY growth) and its FCF target of ~$1.8B, but Q2 revenue guidance of $1.285B-$1.305B implies a sequential deceleration. The beat on EPS is offset by a net income decline and a reaffirmed (not raised) outlook, making the overall picture mixed.
Key Financial Metrics
Key Facts
- Q1 2026 total revenue of $1.2669B, up 6.1% YoY, in line with $1.26B consensus
- GAAP diluted EPS of $1.60, beating $1.52 consensus by 5.3%
- Net income of $214.6M, down 2.2% YoY (prior year included $34.6M non-recurring tax benefit)
- Applications & Commerce revenue grew 11.6% YoY to $498.2M; Core Platform grew 2.8% to $768.7M
- NEBITDA of $413.5M, up 13.5% YoY; NEBITDA margin expanded 210bps to 32.6%
- Free cash flow of $473.6M, up 15.1% YoY
- Full-year 2026 revenue guidance reaffirmed at $5.195B-$5.275B (6% YoY growth at midpoint)
- Q2 2026 revenue guidance of $1.285B-$1.305B implies ~6% YoY growth at midpoint
- Repurchased 3.0M shares for $279.7M in Q1
- Total customers grew by 13k sequentially to 20.4M; ARPU up 9.3% YoY to $246
Financial Impact
EPS beat of ~$0.08 vs consensus; revenue in line; net income down $4.9M YoY
Risk Factors
- Core Platform revenue growth decelerated to 2.8% YoY, the slowest in recent quarters
- Net income declined YoY, even excluding the one-time tax benefit
- Full-year guidance was reaffirmed, not raised, suggesting limited near-term upside visibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001609711-26-000035 |
| Document: gddy-20260430.htm | 0001609711-26-000035 |
| Document: 0001609711-26-000035-index-headers.html | 0001609711-26-000035 |
| Document: 0001609711-26-000035-index.html | 0001609711-26-000035 |
| Document: 0001609711-26-000035.txt | 0001609711-26-000035 |
| 8-K Data (Synthetic) | 0001609711-26-000035 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Press Release | $98.07 $97.46 | ▼ −0.62% | ▼ −0.40% | $96.98 (−1.11%) |
Sep 4, 2026 28d ago | Insider Cluster | $101.31 $104.47 | ▼ −3.12% | ▼ −4.33% | $96.98 (+4.27%) |
Sep 4, 2026 28d ago | Insider Cluster | $101.31 $104.47 | ▼ −3.12% | ▼ −4.33% | $96.98 (+4.27%) |
Aug 24, 2026 5w ago | Press Release | $99.79 $100.55 | ▼ −0.76% | ▼ −1.30% | $96.98 (+2.82%) |
Jul 30, 2026 9w ago | Press Release | $82.74 $91.07 | ▲ +10.07% | ▲ +6.56% | $96.98 (+17.21%) |
Jun 10, 2026 16w ago | Insider Cluster | $75.17 $76.11 | ▲ +1.25% | ▲ +0.82% | $96.98 (+29.01%) |
Jun 4, 2026 17w ago | Insider Cluster | $84.38 $76.24 | ▼ −9.65% | ▼ −10.22% | $96.98 (+14.93%) |
Jun 4, 2026 17w ago | Insider Cluster | $84.38 $76.24 | ▼ −9.65% | ▼ −10.22% | $96.98 (+14.93%) |
Jun 4, 2026 17w ago | Insider Cluster | $84.38 $76.24 | ▼ −9.65% | ▼ −10.22% | $96.98 (+14.93%) |
May 19, 2026 19w ago | Insider Cluster | $92.14 $85.85 | ▼ −6.83% | ▼ −8.63% | $96.98 (+5.25%) |
US Market Status
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