GoDaddy Inc.

Company facts

Industry

Services-Computer Integrated Systems Design

Headquarters

Tempe, Arizona

Most recent report

10-Q, filed Oct 30, 2026

Incorporated

Delaware

Filings on record

1,002+ filings

On EDGAR

CIK 1609711

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 4 of 13 sections worth reading, with 3 positive, 13 notable, and 4 negative flags.

• Financial Statements (Item 1)

  Balance sheet shows stockholders' deficit; notes detail a patent verdict with up to $170M exposure.
  Notable

  • $854.2M remaining under $3.0B buyback authorization approved April 2025; 14.6M shares repurchased for $1.3B in 9M 2026.
  • Deferred revenue grew to $3.53B at Sep 30, 2026, up from $3.32B at Dec 31, 2025, with $2.19B recognized in 9M 2026.
  • Revolver capacity increased from $1.0B to $1.2B in July 2026, with maturity extended to July 2031.
  Negative

  • Patent verdict exposure up to $170M, exclusive of interest; no liability accrued as loss not probable.

• Management's Discussion (Item 2)

  Full MD&A with segment results, cash flows, buyback pace, and tax rate jump.
  Positive

  • Operating income up 22.2% to $362.5M in Q3 2026, margin expanded to 27.0% from 23.4%.
  • Net income up 24.4% to $261.8M in Q3 2026, net margin improved to 19.5% from 16.6%.
  • Operating cash flow up 9.8% to $487.7M in Q3 2026, funding buybacks and growth.
  Notable

  • Provision for income taxes surged 123.5% to $215M in nine months, partly from a $34.6M one-time benefit in 2025.
  • Share repurchases of $1,311.0M in nine months, funded by operating cash, with $3.0B authorized through 2027.

• Legal Proceedings (Item 1)

  New securities class action filed in August 2026 with specific allegations and timeline.
  Notable

  • New securities class action filed August 21, 2026, alleging false statements about customer acquisition and pricing.
  • Lead plaintiff confirmed October 21, 2026; parties to negotiate schedule for amended complaint by November 4, 2026.

• Risk Factors (Item 1A)

  Company-specific risks: FTC settlement, AI agentic risks, new gTLD round, debt covenants, and share repurchase program details.
  Notable

  • International revenue was 33% of total for FY2025, up from 32% in FY2024 and FY2023, exposing GoDaddy to geopolitical risks.
  • Substantial reliance on AWS; agreement can be terminated for cause with 45-day cure or immediately for cause.
  • Marketing and advertising expenses were $375.1M in FY2025, up from $356.9M in FY2024, showing increasing spend.
  • GoDaddy Guides generated ~9% of total bookings in FY2025; reliance on third-party guides poses service continuity risk.
  • ICANN's 2026 Round received over 1,600 applications; GoDaddy applied for new gTLDs but success is uncertain.
  • Verisign will raise .com price to $10.97 (Nov 2026) and .net to $12.00 (Mar 2027), increasing GoDaddy's costs.
  Negative

  • Agentic AI systems could act autonomously, causing unintended actions, errors, or hallucinations, increasing risk.
  • FTC settlement requires 20 years of compliance; failure could trigger investigation, litigation, or reputational harm.
  • GoDaddy faces a large number of trademark claims in India; courts have passed orders targeting the domain name industry.

What changed: Sep 2026 vs. Jun 2026

About 1% of GDDY's Sep 2026 10-Q is new information. 9 paragraphs were added, 190 changed, and 36 removed. Below are the most important lines SECSift identified.

• Item 1A 74
• Item 2 41
• Item 1 26
• Item 3 6
• Item 6 2
• Item 4 2