Slide 1: Q1 2026 Earnings Results
Q1 2026 Earnings Results April 30, 2026 Ryn Scull Scull House Sweets SCULLHOUSESWEETS.COM © 2026 GoDaddy Inc.
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 purpose
Our purpose To make opportunity more inclusive for all Our strategy Everyday entrepreneurs trust their ideas with us. We guide them to build their business digitally. Our global solutions seamlessly connect their identity and presence with commerce, leading to profitable growth Ryn Scull Scull House
Slide 4: Q1 2026 progression towards GoDaddy’s North Star
Q1 2026 progression towards GoDaddy’s North Star Ryn Scull Scull House Sweets SCULLHOUSESWEETS.COM 6% 33% 15% Total revenue Normalized Free cash flow growth EBITDA margin growth 4 © 2026 GoDaddy Inc.
Slide 5: Our AI transformation builds on our core strengths
Our AI transformation builds on our core strengths Ryn Scull Scull House Sweets SCULLHOUSESWEETS.COM Global Domain Scaled Brand Leadership Infrastructure Proprietary Engineering Care Data Talent Organization 5 © 2026 GoDaddy Inc.
Slide 6: AI transformation at GoDaddy
AI transformation at GoDaddy Identity Growing adoption & monetization of AI-native products Agentic Commerce Expanding Agent Name Service (ANS) as an identity layer Driving operational efficiencies through internal AI adoption Presence 6 © 2026 GoDaddy Inc.
Slide 7: Scaling Airo AI Builder
Scaling Airo AI Builder Reaching annualized run rate of $10M+ within weeks with strong early adoption Driving deep engagement as customers interact and purchase additional credits Expanding distribution and investing to scale growth while maintaining margins 7 © 2026 GoDaddy Inc.
Slide 8: Upgrading Website + Marketing
Upgrading Website + Marketing 8 © 2026 GoDaddy Inc.
Slide 9: Agent Name Service: Extending digital identity in the agentic era
Agent Name Service: Extending digital identity in the agentic era Expanding ANS partnerships with real use cases Advancing open standard for identity and discovery through DNS Powering trusted identity for the evolving AI ecosystem 9 © 2026 GoDaddy Inc.
Slide 10: Deploying AI across our operations
Deploying AI across our operations Ryn Scull Scull House Sweets SCULLHOUSESWEETS.COM Replacing small third- Improving resolution & Driving sales with AI party SaaS tools with global performance with agents at human-level solutions built on Airo AI Airo Care conversion Builder Ryn Scull Scull House S
Slide 11: Leveraging AI to drive internal efficiencies
Leveraging AI to drive internal efficiencies Product Sales Care Operations 11 © 2026 GoDaddy Inc.
Slide 12: GoDaddy investment thesis
GoDaddy investment thesis Profitable growth at scale Sustainable revenue model Durable revenue growth, margin expansion and Robust cash flow disciplined capital allocation Disciplined shareholder maximizing free cash flow over the long term return Invest in high ROI opportunities 12 © 2026 GoDaddy I
Slide 13: Q1 2026 progression towards GoDaddy’s North Star
Q1 2026 progression towards GoDaddy’s North Star Ryn Scull Scull House Sweets SCULLHOUSESWEETS.COM 6% 33% $1.68B TTM free cash flow Total revenue NEBITDA 133M fully diluted growth margin shares outstanding 13 © 2026 GoDaddy Inc.
Slide 14: Q1 2026 Revenue
Q1 2026 Revenue Total revenue 6% Total revenue growth Core Applications & 12% Platform Commerce (A&C) $0.8B $1.3B $0.5B A&C revenue growth ~60% of revenue ~40% of revenue 3% Core Platform revenue growth 14 © 2026 GoDaddy Inc.
Slide 15: Q1 2026 financial results
Q1 2026 financial results Bookings Revenue ARPU NEBITDA Free cash flow $1,455M $1,417M $1,267M $246 $1,194M $225 $474M $414M $411M 3% 6% 9% $364M 13% 15% growth growth growth growth growth 2025 2026 2025 2026 2025 2026 2025 2026 2025 2026 15 © 2026 GoDaddy Inc.
Slide 16: High-quality cohorts driving ARPU expansion
High-quality cohorts driving ARPU expansion Customers spending $500+ annually Q1 ARPU ~10% of customer base 2.0M 1.8M $246 85%+ 1.5M 1.5M $225 $242 9% $220 growth $197 $203 Customer retention 2022 2023 2024 2025 2025 2026 ARPU 16 © 2026 GoDaddy Inc.
Slide 17: Disciplined execution driving sustained margin expansion
Disciplined execution driving sustained margin expansion 13% Q1 NEBITDA Annual NEBITDA NEBITDA growth $1.6B $414M $1.4B 33% $364M $1.1B $1.0B 13% 32% growth 31% NEBITDA margin 27% 16% 25% CAGR 210 bps 2025 2026 2022 2023 2024 2025 2026E NEBITDA margin expansion NEBITDA Margin Represents four-year No
Slide 18: Proven track record of strong free cash flow growth
Proven track record of strong free cash flow growth Q1 free cash flow Annual free cash flow 15% $474M $1.4B $1.6B Free cash flow growth $411M $1.1B $1.0B 15% >1:1 growth 17% CAGR NEBITDA to FCF conversion 2025 2026 2022 2023 2024 2025 2026E Represents four-year Free Cash Flow CAGR from 2021YE throug
Slide 19: Balance sheet and liquidity
Balance sheet and liquidity Fixed interest rates $1.3B Leverage ratio providing stability Cash Fixed 87% Variable 13% $2.3B 1.7X 1.6X 1.4X Total liquidity $2.6B Term loan Maturity $1.4B 2029 $1.0B 2031 Unsecured notes Maturity Net debt 2024 2025 Q1 2026 $600M 2027 $800M 2029 19 © 2026 GoDaddy Inc.
Slide 20: Disciplined capital allocation to maximize shareholder returns
Disciplined capital allocation to maximize shareholder returns Shares repurchased >95% $1.6B Free cash flow deployed to buyback shares $1.3B $1.3B +31% 169M Reduction in cumulative $0.7B gross FDSO $0.3B ~$5.1B 133M Cumulative repurchase 2022 2023 2024 2025 Q1 2026 Fully diluted shares outstanding (
Slide 21: Positioned for durable growth, margin expansion and strong free cash flow
Positioned for durable growth, margin expansion and strong free cash flow Outlook Q2 2026 2026 Revenue $1.285B - $1.305B $5.195B - $5.275B Segment growth rates: Applications & Commerce Low double-digits Core Platform Low single-digits NEBITDA margin ~33% 33%+ Ryn Scull Scull House Sweets Free cash f
Slide 22: Advancing toward our North Star
Advancing toward our North Star Executing with discipline and focus Ryn Scull Scull House Sweets SCULLHOUSESWEETS.COM Driving margin and ARPU expansion 22 © 2026 GoDaddy Inc.
Slide 23: Appendix
Appendix Ryn Scull Scull House Sweets April 30, 2026 SCULLHOUSESWEETS.COM Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM 23 © 2026 GoDaddy Inc.
Slide 24: Delivered at or ahead of all Q1 2026 targets
Delivered at or ahead of all Q1 2026 targets Growth/ Key metrics Q1 2026 Q1 2025 Q1 Guidance* Expansion Revenue $1,267M $1,194M 6% $1.250B - $1.270B Applications & Commerce revenue $498M $446M 12% Low double-digits Core Platform revenue $769M $748M 3% Low single-digits Normalized EBITDA margin 32.6%
Slide 25: Primary domains revenue
Primary domains revenue Durable subscription business Q1 domains revenue Annual domains revenue $1.8B $1.7B $456M $1.5B $1.6B $434M 5% growth 6% CAGR 2025 2026 2022 2023 2024 2025 Represents four-year domains revenue CAGR from 2021YE through 2025. 25 © 2026 GoDaddy Inc.
Slide 26: Aftermarket revenue
Aftermarket revenue Transactional business subject to global macro-economic conditions Q1 Aftermarket revenue Annual aftermarket revenue 1% increase $510M $457M $438M $436M $128M $130M $325 $265 $321 $316 $218 $217 5% CAGR 2025 2026 2022 2023 2024 2025 Average transaction value (ATV) Average Transac
Slide 27: 2026 Modeling Guide
2026 Modeling Guide Metric ($M) 2026 Capital expenditures ~$30M Cash interest on debt ~$150M GAAP interest expense, net ~$110M Cash income taxes ~$30M GAAP provision for income taxes ~$300M 27 © 2026 GoDaddy Inc.
Slide 28: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Three months ended Reconciliation of NEBITDA ($M) March 31, 2026 2025 Net income $214.6 $219.5 Depreciation and amortization 24.2 30.8 Equity-based compensation expense1 75.3 80.4 Interest expense, net of interest income 28.2 27.6 Restructuring and o
Slide 29: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Year ended December 31, Reconciliation of NEBITDA ($M) 2021 2022 2023 2024 2025 Net income $242.8 $352.9 $1,375.6 $936.9 $875.0 Depreciation and amortization 199.6 194.6 171.3 135.3 116.6 Equity-based compensation expense1 207.9 264.4 294.0 299.1 317
Slide 30: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Three months ended March 31, Reconciliation of free cash flow ($M) 2026 2025 Net cash provided by operating activities $471.5 $404.7 Capital expenditures (4.6) (3.6) Cash paid for restructuring and other charges1 6.7 10.2 Free cash flow $473.6 $411.3 1 In addi
Slide 31: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Reconciliation of free cash flow Year ended December 31, ($M) 2021 2022 2023 2024 2025 Net cash provided by operating $829.3 $979.7 $1,047.6 $1,287.7 $1,599.4 activities Capital expenditures (51.1) (59.7) (42.0) (26.6) (23.9) Cash paid for acquisition-related
Slide 32: Net Debt
Non-GAAP reconciliation: Net Debt Reconciliation of net debt ($M) March 31, 2026 Current portion of long-term debt 15.1 Long-term debt 3,762.5 Unamortized original issue discount and debt issuance costs 45.5 Total debt $3,823.1 Less: cash and cash equivalents (1,261.7) Net debt $2,561.4 32 © 2026 Go
Slide 33: Constant Currency
Non-GAAP reconciliation: Constant Currency Reconciliation of constant currency ($M) March 31, 2026 Revenue 1,266.9 Constant currency adjustment (5.8) Constant currency revenue $1,261.1 33 © 2026 GoDaddy Inc.
Slide 34: 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 35: 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 36: Q1 2026 Earnings Results
Q1 2026 Earnings Results Ryn Scull Scull House Sweets SCULLHOUSESWEETS.COM April 30, 2026 © 2026 GoDaddy Inc.