Slide 1: Q1 2025 Earnings Results
O1 2025 Earnings Results May 1, 2025
Slide 2: Forward-looking statements and non-GAAP financial measures
Forward-looking statements and non-GAAP financial measures This presentation contains forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on estimates and information available to us at the tim
Slide 3: Our vision, mission and strategy
Our vision Radically shift the global economy toward life-fulfilling entrepreneurial ventures Our mission Empower entrepreneurs everywhere, making opportunity more inclusive for all Our strategy Everyday entrepreneurs trust their ideas with us. We guide them to build their business digitally. Our gl
Slide 4: Q1 progression towards GoDaddy's North Star
Slide 5: Key initiatives driving sustainable growth and margin
Key initiatives driving sustainable growth and margin Pricing & Bundling Seamless Experience Commerce GoDaddy Airo® aK je ee © GoDaddy
Slide 6: Key initiatives driving sustainable growth and margin
Key initiatives driving sustainable growth and margin Pricing & Bundling * Contributed to 14% Applications & Commerce bookings growth * Multi-year journey to drive growth in both A&C and Core Platform Seamless Experience * Driver of improved customer conversion, product engagement and renewals * Red
Slide 7: Payable Domains
" ™ Fr | | i | "Payable Domai ayable Domains ct ay a Partnering Cip \ ge with our Mas customers Path en aa at every point a BS on the : ) in-store os , | : Hosting : Conversations y Entrepren Wheel ] ’ Websites | Orgne Store | Presence = . | 7 » i ] Marketing ea ent ~_ iii =. / | j en , TS Gceveay S
Slide 8: Driving ereatingon | Aedefetna| wel postion
ne ; 7 4s Driving ereatingon | Aedefetna| wel postion Results OWI SHcicsehy innovation Success 8 ©2025 GoDaddy he © GoDaddy
Slide 9: Reaffirming resilient and durable model
Reaffirming Resilient Mel Durable 9 critical Guide customers Raltnienns model © GoDaddy
Slide 10: Q1 progression towards GoDaddy's North Star
By, DI p rogression towards GoDadd 's North Star @ GoDaddy
Slide 11: 25%+ reduction in gross shares outstanding
Slide 12: Q1 revenue
Q1 revenue 8% revenue growth with a ~280 bps mix shift trending towards increasing A&C revenue Core Applications & Platform $1 OB Commerce $0.8B Q1 2025 revenue $0.4B 3% growth 17% growth 8% growth 63% of revenue 37% of revenue © GoDaddy
Slide 13: NEBITDA Margin
2021 2022 2023 2024 2025E NEBITDA Margin
Slide 14: Q1 financial results
Q1 financial results Bookings Revenue NEBITDA Free ARPU 200 bpst margin expansion to 31% cash flow $1,417M $1,313M $1,194M $225 $327M Q1 2024 Q1 2025 Q1 2024 Q1 2025 Q1 2024 Q1 2025 Q1 2024 Q1 2025 Q1 2024 Q1 2025 14 © 2025 GoDody he © GoDaddy
Slide 15: Multi-year track record of delivering strong free cash flow
Multi-year track record of delivering strong free cash flow growth Q1 free cash flow Annual free cash flow 411M $ $1.4B $327M $1.18 $1.0B $0.9B 16% CAGR Q1 2024 Q1 2025 2021 2022 2023 2024 2025E Represents four-year free cash flow CAGR 15 © 2025 GoDody he © GoDaddy
Slide 16: Strong balance sheet and liquidity
Strong balance sheet and liquidity Fixed interest rates providing stability Leverage ratio 2.7X $719M cash 1.9X $1.7B total liquidity 1.7X $3.1 2 in mesielelae Term loan Maturity $1.5B 2029 $1.0B 2031 2023 2024 Q12025 Unsecured notes Maturity $600M 2027 $800M 2029 16 © 2025 GoDaddy Ie @ GoDaddy
Slide 17: Q1 2025 Apr-25
2023 2024 Q1 2025 2022 2023 2024 Apr-25
Slide 18: Outlook
Joshua Baker Baker's Detailing B ILING.COM.AU Driving durable growth & expanding margins, generating attractive cash flow Outlook Q2 2025 2025 Revenue $1.195B-$1.215B | $4.860B - $4.940B Segment growth rates: Applications & Commerce Mid-teens Core Platform Low single-digits NEBITDA margin ~31% +100
Slide 19: Delivered at or ahead of all Q1 2025 targets
Delivered at or ahead of all Q1 2025 targets Revenue $1.2B $1.1B | 175B - $1.195B Applications & Commerce revenue 2 $446M $383M Mid-teens Core Platform revenue ~ $748M $725M Low single-digits Normalized EBITDA margin ~ 30.5% 28.2% ~30% Free cash flow ~ $411M $327M Fully diluted shares outstanding ~
Slide 20: 3-year path towards GoDaddy's North Star
3-year path towards GoDaddy’s North Star Maximizing free cash flow over the long term Annual revenue growth 2026 full year normalized Cumulative free cash flow 2024-2026 EBITDA margin through 2026 20 © 2025 GoDaddy he @© GoDaddy
Slide 21: Q1 2025 Earnings Results — Appendix
©) GoDaddy Q1 2025 Earnings Results — Appendix May 2025
Slide 22: Average transaction value (ATV)
2021 2022 2023 2024 2025E Average transaction value (ATV)
Slide 23: 2025 Modeling Guide
2025 Modeling Guide Capital expenditures ~$30M Cash interest on long-term debt ~$150M Cash income taxes ~$30M GAAP tax expense ~$150M GAAP interest expense, net ~$120M 23 © 2025 GoDaddy © GoDaddy
Slide 24: Non-GAAP reconciliation: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Reconciliation of NEBITDA ($M) Net income $219.5 $401.5 Depreciation and amortization 30.8 37.2 Equity-based compensation expense 80.4 71.0 Interest expense, net 27.6 34.7 Acquisition-related expenses, net of reimbursements 1.5 0.9 Restructuring and
Slide 25: Non-GAAP reconciliation: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Reconciliation of NEBITDA ($M) Net income $242.8 $352.9 $1,375.6 $936.9 Depreciation and amortization 199.6 194.6 171.3 135.3 Equity-based compensation expense’ 207.9 264.4 294.0 299.1 Interest expense, net of interest income 124.9 135.0 155.4 130.4
Slide 26: Non-GAAP reconciliation: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Reconciliation of free cash flow ($M) Net cash provided by operating activities $404.7 $297.2 Capital expenditures (3.6) (4.4) Cash paid for acquisition-related costs 0.7 15.8 Cash paid for restructuring and other charges’ 95 18.8 Free cash flow $411.3 $327.4
Slide 27: Non-GAAP reconciliation: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Reconciliation of free cash flow ($M) Net cash provided by operating $829.3 $979.7 $1,047.6 $1,287.7 activities Capital expenditures (51.1) (59.7) (42.0) (26.6) Cash paid for acquisition-related costs’ 64.9 37.9 11.2 16.2 Cash paid for restructuring charges’ 1
Slide 28: Non-GAAP reconciliation: Net Debt
Non-GAAP reconciliation: Net Debt Reconciliation of net debt ($M) Current portion of long-term debt Long-term debt Unamortized original issue discount and debt issuance costs Total debt Less: cash and cash equivalents Net debt 28 © 2025 GoDaddy In $15.8 3,775.7 56.2 $3,847.7 (719.4) $3,128.3 @ Godad
Slide 29: Reconciliation: Constant Currency
Reconciliation: Constant Currency Reconciliation of constant currency ($M) Revenue Constant currency adjustment Constant currency revenue Bookings Constant currency adjustment Constant currency bookings 29 © 2025 GoDaddy Ine $1,194.3 2.6 $1,196.9 $1,417.0 10.0 $1,427.0 @ Godaddy
Slide 30: Non-GAAP financial measures and other operating and business metrics
Non-GAAP financial measures and other operating and business metrics Total bookings is an operating metric representing the total value of customer contracts entered into during the period, excluding refunds. We believe total bookings provides additional insight into the performance of our business
Slide 31: Non-GAAP financial measures and other operating and business metrics
Non-GAAP financial measures and other operating and business metrics Net debt is defined as total debt less cash and cash equivalents and short-term investments. Total debt consists of the current portion of long- term debt plus long-term debt and unamortized original issue discount and debt issuanc
Slide 32: Q1 2025 Earnings Results
Q1 2025 Earnings Results May 1, 2025