Table of Contents :
• Stock Rating & Target Price
• Investment Thesis
• Fundamental Models Used
• Company Description
• Corporate Timeline
• Key Metrics (KPI ) and Recently Reported Earnings Review
• Business Highlights, Strategic Announcements & Outlook
• Quarter-over-Quarter (Q-o-Q) and Year-over-Year (Y-o-Y) Growth Analysis
• Key Catalysts Driving Growth
• Historical Financial Statement Analysis & CAGR Trends
• Quarterly Key Financial Ratios and Performance Metrics
• Annual Financial Performance Analysis: Horizontal and Vertical Financial Analysis, Trends
• Financial Forecasts
• Annual Forecasts: Income Statement
• Annual Forecasts: Cash Flow Statements
• Net Debt Levels
• A Closer Look at DCF: Our Assumptions and Methodology
• Terminal Value Calculation
• Target Price Analysis
• Valuation Multiples
• Supplementary Valuation Analysis: Multiples Approach
• Scenario/Sensitivity Analysis – Base Case , Bull Case ,Bear Case
• Holistic Peer Review & Trading Comps: Financial Data, Operational Metrics, and Valuation Multiples
• Implied Price Per Share
• Ownership Activity/ Insider Trades
• Ownership Summary
• An analysis of ESG Risk Rating
• Key Professionals
• Key Board Members
• Key Risks Considerations
• Analyst Ratings
• Analyst Industry Views
• Disclosures
GoDaddy (GDDY): AI-Driven Marketing Suite Aims to Capture Gen Z & Millennial Markets—A Potential Game Changer? – What’s the LT Impact, Outlook & Its 7 Key Catalysts?
GoDaddy’s Q3 2024 results reflect strong operational execution and disciplined growth, with revenue rising 7% year-over-year to $1.15 billion, exceeding estimates and highlighting effective cost management. Normalized EBITDA margin expanded over 400 basis points to 32%, while adjusted EPS of $1.80 surpassed expectations by $0.39, underscoring GoDaddy’s sustained profitability. The Applications & Commerce (A&C) segment continues to drive growth, with bookings up 20% YoY, supported by GoDaddy’s AI-based platform, Airo. Nearly 3 million users have adopted Airo, which now accounts for 40% of new subscriptions in the Websites + Marketing segment. Core Platform growth was modest but profitable, as primary domains saw steady demand. Moving forward, GoDaddy’s strategic emphasis on increasing customer acquisition and retention through Airo positions it to capture a larger share in the SMB market, with customer retention rates strong at 85%. With management’s guidance pointing toward 6-8% revenue growth and a 33% normalized EBITDA margin by 2026, GoDaddy’s long-term outlook is positive. However, will GoDaddy’s AI-driven expansion through Airo effectively appeal to the Gen Z and Millennial markets to unlock further growth?
