GoDaddy Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
GoDaddy reported Q3 2026 revenue of $1.342B (+6% YoY), bookings of $1.432B (+6% YoY), and net income of $261.8M (+24% YoY). Airo, its AI product, reached an annualized bookings run rate exceeding $100M (doubled from $50M last quarter) and is incrementally contributing to bookings. Operating margin expanded to 27% (+360 bps) and NEBITDA margin to 33.5% (+120 bps); free cash flow grew 9% to $480.8M. Year-to-date share repurchases totaled $1.4B for 15.7M shares (12% gross reduction). Total customers reached 20.5M. The company raised full-year revenue guidance and reaffirmed $1.8B free cash flow target.
Why this rating
Solid operational execution with margin expansion and Airo momentum; however, 6% revenue growth is moderate for a SaaS/platform company. Airo's $100M ARR is 2.2% of total bookings—early but not transformational yet. Repurchases notable but routine capital allocation.
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