GoDaddy Reports Q3 2026 Results: Revenue Up 6% to $1.34B, Airo Run Rate Exceeds $100M

GoDaddy Inc. (NYSE: GDDY) Q3 2026 Earnings Overview

GoDaddy Inc. filed a Form 8-K under Item 2.02 detailing its financial results for the third quarter ended September 30, 2026.

Key Financial Highlights

• Total Revenue: $1,341.8 million, up 6.0% year-over-year (6.0% in constant currency), compared to $1,265.3 million in Q3 2025.
• Total Bookings: $1.4 billion, reflecting a 6% increase year-over-year.
• Operating Income: $362.5 million, an increase of 22.2% from $296.7 million in Q3 2025; operating margin expanded 360 bps to 27.0%.
• Net Income: $261.8 million, up 24.4% year-over-year from $210.5 million, representing a 19.5% net margin.
• Normalized EBITDA (NEBITDA): $449.3 million, up 10.0% year-over-year, with a 33.5% margin (up 120 bps).
• Operating Cash Flow & FCF: Operating cash flow rose 9.8% to $487.7 million; Free Cash Flow reached $480.8 million (+9% YoY).

Segment Performance

• Applications and Commerce (A&C): Revenue grew 9.0% YoY to $524.3 million. Segment EBITDA increased 11.9% to $246.0 million with a 46.9% margin.
• Core Platform: Revenue rose 4.2% YoY to $817.5 million. Segment EBITDA was $268.9 million (+4.0% YoY) with a 32.9% margin.
• International Revenue: Reached $435.5 million, up 3.1% YoY (3.0% constant currency).

Strategic & Product Updates

• AI Transformation (Airo): Annualized bookings run rate for GoDaddy Airo surpassed $100 million, more than doubling the $50 million reported in Q2 2026, and began contributing incrementally to bookings growth.
• Developer Platform Expansion: Launched agent-friendly APIs for hosting, professional email, and commerce, building upon the previously released domain API to target developers and AI agents.
• Customer Base: Reached 20.5 million total customers, adding 40 thousand during the third quarter.