Company Snapshot

Investment Thesis

GoDaddy offers domains, website builders, commerce, and marketing tools for small businesses. Bundled subscriptions, payments adoption, and international expansion drive recurring revenue growth.

  • Commerce Enablement: Payments and point-of-sale solutions increase ARPU.
  • Partners + Pros: Managed WordPress and WooCommerce extend to developers.
  • Capital Efficient: High free cash flow funds buybacks and selective acquisitions.

Strategic Mix

Applications & Commerce Websites+, Managed WordPress, marketing
Core Platform Domains, hosting, security
Payments GoDaddy Payments, Poynt, commerce services
Customer Segments Pros, SMBs, international

Mix follows GoDaddy's Core Platform vs. Applications & Commerce reporting with payments overlay.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

Maxim is cueing up returns data for this security. Once the nightly supported.csv job runs, these metrics will auto-populate.

Strategic Insights

Attach Motion

Packaging websites, email, and payments increases retention.

International Opportunity

Localized commerce tools open TAM outside the U.S.

AI Builders

Generative AI assistants accelerate site creation for microbusinesses.

Latest Coverage

Curated headlines sourced from Maxim’s AI newsroom.

Loading latest coverage...