Slide 1: Q4 2025 Earnings Results
Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM Q4 2025 Earnings Results February 24, 2026 © 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 vision, mission and strategy
Sigourney Morisson Dressed New Orleans Our vision DRESSEDNEWORLEANS.COM 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 wit
Slide 4: 2025 progression towards GoDaddy's North Star
2025 progression towards GoDaddy’s North Star 7% 32% 19% Total bookings Normalized EBITDA Free cash flow growth margin growth Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM 4 © 2026 GoDaddy Inc.
Slide 5: Pioneering the Agentic Open Internet
Payable Domains Security Paylinks Identity Marketplaces Pioneering Domain Payments the Agentic Logo Commerce Agentic Open Email In-store POS Internet Hosting Conversations Websites Online Store Presence Marketing Content 5 © 2026 GoDaddy Inc.
Slide 6: AI journey at GoDaddy
AI journey at GoDaddy Evolving Airo.ai as agentic Identity operating system Agentic Commerce Driving leverage through AI adoption Powering AI agents on the Agentic Open Internet with Presence Agent Name Service (ANS) 6 © 2026 GoDaddy Inc.
Slide 7: Ramping Airo.ai
Ramping Airo.ai 25 Agents live and more in the pipeline Simplifying and performing tasks autonomously for our customers Engagement building, with value captured through paywalls 7 © 2026 GoDaddy Inc.
Slide 8: New Chrome available
+ CR | @ | Newchrome avaiable Urban Court Publish oOoOve Urban Court SS foes Gees eee en Urban Court Discover the finest tennis clubs and martini bars in the world's most stylish cities Explore Destinations Featured Destina tyne © GoDaddy
Slide 9: Leveraging AI to drive internal efficiencies
Leveraging AI to drive internal efficiencies Product Sales Care Operations 9 © 2026 GoDaddy Inc.
Slide 10: Extending digital identity into the agentic era through ANS
Extending digital identity into the agentic era through ANS 10 © 2026 GoDaddy Inc.
Slide 11: Evolving go-to-market approach at top of funnel
Evolving go-to- market approach at top of funnel 11 © 2026 GoDaddy Inc.
Slide 12: Sweet Crumb Bakery
@ Orcs DB T Sweet Crumb Bakery Welcome to Sweet Crumb Bakery Indulge in our artisanal baked goods, crafted with love for every occasion. © GoDaddy
Slide 13: Durable and differentiated position in an evolving AI landscape
Durable and differentiated position in an evolving AI landscape 20M+ customers with decades of proprietary Sigourney Morisson behavioral data and touchpoints Dressed New Orleans DRESSEDNEWORLEANS.COM Domain Global Platform Engineering Execution Care leadership brand scale talent velocity organizatio
Slide 14: Operating from a position of strength
Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM Operating from Expanding Compounding Investing in a position of EBITDA free cash high-conviction margins flow opportunities strength 14 © 2026 GoDaddy Inc.
Slide 15: Q4 progression towards GoDaddy's North Star
Q4 progression towards GoDaddy’s North Star $370M free cash flow 136M fully diluted shares outstanding 7% 34% Total revenue growth NEBITDA Margin Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM 15 © 2026 GoDaddy Inc.
Slide 16: Q4 2025 revenue
Q4 2025 revenue 7% revenue growth with a ~200 bps mix shift trending towards increasing A&C revenue Core Applications & Platform Commerce $0.8B $1.3B $0.5B 3% growth 7% growth 13% growth 61% of revenue 39% of revenue 16 © 2026 GoDaddy Inc.
Slide 17: Q4 2025 financial results
Q4 2025 financial results Bookings Revenue NEBITDA Free cash flow $1,283M $1,274M $1,223M $1,193M $431M $385M $370M 5% 7% 12% $342M growth growth growth 8% growth 2024 2025 2024 2025 2024 2025 2024 2025 17 © 2026 GoDaddy Inc.
Slide 18: 2025 revenue
2025 revenue 8% revenue growth with a ~200 bps mix shift trending towards increasing A&C revenue Core Applications & Platform Commerce $3.1B $5.0B $1.9B 5% growth 8% growth 14% growth 62% of revenue 38% of revenue 18 © 2026 GoDaddy Inc.
Slide 19: 2025 financial results
2025 financial results Bookings Revenue NEBITDA Free cash flow ARPU $5.4B $5.0B $5.0B $4.6B $1.6B $1.6B $242 $1.4B $1.4B $220 7% 8% 14% 19% 10% growth growth growth growth growth 2024 2025 2024 2025 2024 2025 2024 2025 2024 2025 19 © 2026 GoDaddy Inc.
Slide 20: Durable domains revenue growth
Durable domains revenue growth Q4 domains revenue Annual domains revenue $1.8B $460M $1.7B $1.5B $1.6B $439M $1.4B 5% growth 7% CAGR 2021 2022 2023 2024 2025 2024 2025 Represents five-year domains revenue CAGR. 20 © 2026 GoDaddy Inc.
Slide 21: Airo experience driving higher-quality cohorts
Airo experience driving higher-quality cohorts Customers spending $500+ Customers spending $500+ annually now represent ~10% of our base with near-perfect retention 2.0M 1.8M 1.5M 1.5M 1.5M $242 Generating higher cumulative annual spend with faster attach $220 $203 $197 $187 Key contributor to ARPU
Slide 22: Multi-year track record of delivering strong margin expansion
Multi-year track record of delivering strong margin expansion Q4 NEBITDA Annual NEBITDA 34% margin 1,000+ bps cumulative margin expansion achieved $431M $1.6B $385M $1.4B 32% 12% $1.1B 31% $1.0B growth $0.9B 27% 25% 23% 17% CAGR 2024 2025 2021 2022 2023 2024 2025 NEBITDA Margin Represents five-year
Slide 23: Multi-year track record of delivering strong free cash flow growth
Multi-year track record of delivering strong free cash flow growth Q4 free cash flow Annual free cash flow $370M $1.6B $342M $1.4B 8% $1.1B $1.0B growth $0.9B 17% CAGR 2024 2025 2021 2022 2023 2024 2025 Represents five-year free cash flow CAGR. 23 © 2026 GoDaddy Inc.
Slide 24: Strong balance sheet & liquidity
Strong balance sheet & liquidity Leverage ratio Fixed interest rates providing stability Fixed 2.7X 87% Variable $1.1B cash 13% $2.1B total liquidity 1.7X 1.6X $2.7B in net debt Term loan Maturity $1.4B 2029 $1.0B 2031 Unsecured notes Maturity 2023 2024 2025 $600M 2027 $800M 2029 24 © 2026 GoDaddy I
Slide 25: Disciplined capital allocation strategy
Disciplined Shares repurchased capital allocation strategy to drive $1.6B shareholder returns $1.3B $1.3B 173M Repurchased 10.2M shares, totaling $1.6B in 2025 $0.7B ~33% cumulative gross FDSO reduction since 2021 $0.5B Repurchased cumulative 136M ~$5.3B since 2021 2021 2022 2023 2024 2025 Fully dil
Slide 26: Delivered at or ahead of all 2025 targets
Delivered at or ahead of all 2025 targets Growth/ Key metrics FY 2025 FY 2024 2025 Guidance Expansion Revenue $4.95B $4.57B 8% $4.93B - $4.95B* Applications & Commerce revenue $1.89B $1.65B 14% Mid-teens Core Platform revenue $3.06B $2.92B 5% Mid single-digits Normalized EBITDA margin 32.0% 30.5% 15
Slide 27: Driving durable growth, expanding margins & generating attractive cash flow
Driving durable growth, expanding margins & generating attractive cash flow Outlook Q1 2026 2026 Revenue $1.250B - $1.270B $5.195B - $5.275B Segment growth rates: Applications & Commerce Low double-digits Core Platform Low single-digits NEBITDA margin ~32% 33%+ Free cash flow ~$1.8B Sigourney Moriss
Slide 28: Operating from a position of strength
Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM Operating from Reinforcing Prioritizing Compounding a position of model cohort shareholder durability economics value strength 28 © 2026 GoDaddy Inc.
Slide 29: Appendix
Appendix February 2026 Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM 29 © 2026 GoDaddy Inc.
Slide 30: Aftermarket revenue
Aftermarket revenue Transactional business subject to global macro-economic conditions Q4 Aftermarket revenue Annual Aftermarket revenue 8% increase $510M $457M $438M $436M $127M $414M $117M $325 $265 $324 $218 $217 $305 $191 2024 2025 2021 2022 2023 2024 2025 Average transaction value (ATV) 30 © 20
Slide 31: Delivered at or ahead of all Q4 2025 targets
Delivered at or ahead of all Q4 2025 targets Growth/ Key metrics Q4 2025 Q4 2024 Q4 Guidance Expansion Revenue $1.274B $1.193B 7% $1.255B - $1.275B Applications & Commerce revenue $498M $441M 13% Low to mid-teens Core Platform revenue $776M $751M 3% Low single-digits Normalized EBITDA margin 33.8% 3
Slide 32: 2026 Modeling Guide
2026 Modeling Guide Metric ($M) 2026 Capital expenditures ~$30M Cash interest on debt ~$150M GAAP interest expense, net ~$110M Cash income taxes ~$30M GAAP provision for income taxes ~$300M 32 © 2026 GoDaddy Inc.
Slide 33: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Three months ended Year ended Reconciliation of NEBITDA ($M) December 31, December 31, 2025 2024 2025 2024 Net income $245.1 $198.6 $875.0 $936.9 Depreciation and amortization 26.8 32.2 116.6 135.3 Equity-based compensation expense1 76.8 77.5 317.8 2
Slide 34: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Year ended December 31, Reconciliation of NEBITDA ($M) 2021 2022 2023 2024 2025 Net income $242.8 $352.9 $1,375.6 $936.9 $875.0 Depreciation and amortization 199.6 194.6 171.3 135.3 116.6 Equity-based compensation expense1 207.9 264.4 294.0 299.1 317
Slide 35: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Three months ended Year ended Reconciliation of free cash flow December 31, December 31, ($M) 2025 2024 2025 2024 Net cash provided by operating $370.6 $340.5 $1,599.4 $1,287.7 activities Capital expenditures (6.9) (14.4) (23.9) (26.6) Cash paid for restructur
Slide 36: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Reconciliation of free cash flow Year ended December 31, ($M) 2021 2022 2023 2024 2025 Net cash provided by operating $829.3 $979.7 $1,047.6 $1,287.7 $1,599.4 activities Capital expenditures (51.1) (59.7) (42.0) (26.6) (23.9) Cash paid for acquisition-related
Slide 37: Net Debt
Non-GAAP reconciliation: Net Debt Reconciliation of net debt ($M) December 31, 2025 Current portion of long-term debt 15.1 Long-term debt 3,765.2 Unamortized original issue discount and debt issuance costs 48.9 Total debt $3,829.2 Less: cash and cash equivalents (1,080.9) Net debt $2,748.3 37 © 2026
Slide 38: Constant Currency
Reconciliation: Constant Currency Three months ended Year ended Reconciliation of constant currency ($M) December 31, 2025 December 31, 2025 Revenue 1,273.9 4,951.1 Constant currency adjustment (0.9) 5.6 Constant currency revenue $1,273.0 $4,956.7 Bookings 1,283.2 5,400.0 Constant currency adjustmen
Slide 39: 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 40: 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 41: Q4 2025 Earnings Results
Q4 2025 Earnings Results February 24, 2026 Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM © 2026 GoDaddy Inc.