GoDaddy stock: Airo drives Q3 beat and higher-end outlook

GoDaddy reported third-quarter 2026 revenue of 1.34 billion US dollars and net income of 261.8 million US dollars on October 29, according to Zacks Investment Research. Revenue increased 6% from a year earlier, while earnings per share reached 2.08 US dollars and exceeded the consensus estimate.

Airo lifts bookings momentum

Applications and Commerce revenue grew 9% to 524.3 million US dollars, while Core Platform revenue rose 4.2% to 817.5 million US dollars. Airo's annualized bookings run rate surpassed 100 million US dollars, more than doubling from the previous quarter. Management said Airo contributed incrementally to bookings growth for the first time, offsetting the effect of legacy website product migrations.

Normalized EBITDA rose 10% to 449.3 million US dollars, lifting the margin to 33.5%. Operating income increased 22.2% to 362.5 million US dollars, and free cash flow rose 9.1% to 480.8 million US dollars. GoDaddy also repurchased 5 million shares for 477 million US dollars during the quarter.

Revenue outlook stays near the top

GoDaddy expects full-year 2026 revenue toward the upper end of its 5.215 billion to 5.255 billion US dollar range. The company projects Applications and Commerce growth of about 10% and Core Platform growth of about 4%, while maintaining its normalized EBITDA margin target above 33% and free cash flow outlook of about 1.8 billion US dollars.

GoDaddy stock traded at 105.60 euros on Lang & Schwarz at 23:00 CET on Wednesday, November 4, 2026. Investors will focus next on whether Airo adoption can sustain bookings growth while its lower gross margins and AI infrastructure costs remain manageable.

Investors can follow the real-time quote of GoDaddy stock for subsequent trading updates.

GoDaddy spans domains and software

GoDaddy provides domain registration, websites, hosting, business email, security, payments and marketing tools, increasingly supported by its Airo artificial-intelligence platform. The company says it serves more than 20 million customers and manages more than 82 million domains. Its broad domain and small-business platform distinguishes it from website-focused competitors Wix and Squarespace, while its product range also overlaps with parts of Shopify's commerce offering.

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