Slide 1: Q2 2026 Earnings Results
Q2 2026 Earnings Results Shari Currie July 30, 2026 Recycled Modern RECYCLEDMOD.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, strategy and right to win
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 Shari Currie Recycled Modern connect their identity and presence with RECYCLEDMOD.COM commerce, leadi
Slide 4: Airo: The centerpiece of our AI transformation
Airo: The centerpiece of our AI transformation Identity Single platform serving as the agentic operating system for small businesses Commerce Immersive AI experience with ability to build whatever a small business needs to operate Strong organic adoption and positive customer feedback Presence 4 © 2
Slide 5: The evolution of Airo
The evolution of Airo Achieved annualized bookings run rate of $50M, a 5x increase since last quarter Driving high customer satisfaction Actively testing Airo in domains purchase path 5 © 2026 GoDaddy Inc.
Slide 6: Earned right to win built on our unique competitive advantages
Earned right to win built on our unique competitive advantages Shari Currie Recycled Modern RECYCLEDMOD.COM Global Domain Scaled Brand Leadership Infrastructure Proprietary Engineering Care Data Talent Organization 6 © 2026 GoDaddy Inc.
Slide 7: Re-inventing our own operations to be AI-native
Re-inventing our own operations to be AI-native Shari Currie Recycled Modern RECYCLEDMOD.COM Improving resolution & Driving productivity gains Maintaining cost reducing repeat contact by using Airo to power discipline as we self-fund rates in Care internal processes AI investment 7 © 2026 GoDaddy In
Slide 8: APIs and the AI Ecosystem
APIs and the AI Ecosystem Doubling down on APIs designed for use by AI agents and LLMs Launched the GoDaddy Developer Platform for managing domains directly within existing tools Expanding API access over time to broader capabilities such as Hosting and Commerce 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 strategic alliances to help shape the infrastructure of the agentic web Advancing open standard for identity and discovery through DNS Contributing Agent Name Service (ANS) to the Linux Foundation 9 © 2026 GoDaddy Inc.
Slide 10: Agentic Resource Discovery Specification: Unlocking agent discovery
Agentic Resource Discovery Specification: Unlocking agent discovery Co-developing the Agentic Resource Discovery specification (ARD) alongside leading tech and AI firms Enabling instant discovery of AI tools, skills and agents through the ARD specification Positioning domains as a trusted foundation
Slide 11: Partnering with our customers at every point on the Entrepreneur's Wheel
Partnering Paylinks Security with our Marketplaces Identity customers Payments Domain at every point Logo on the Commerce Email Entrepreneur’s In-store POS Hosting Wheel Conversations Websites Online Store Presence Marketing Content 11 © 2026 GoDaddy Inc.
Slide 12: Q2 2026 progression towards GoDaddy's North Star
Q2 2026 progression towards GoDaddy’s North Star Shari Currie Recycled Modern RECYCLEDMOD.COM 7% 33% $1.73B TTM free cash flow Total revenue NEBITDA 127M fully diluted growth margin shares outstanding 12 © 2026 GoDaddy Inc.
Slide 13: Q2 2026 revenue
Q2 2026 revenue Total revenue 7% Total revenue growth Core Applications & 11% Platform Commerce (A&C) $0.8B $1.3B $0.5B A&C revenue growth ~60% of revenue ~40% of revenue 4% Core Platform revenue growth 13 © 2026 GoDaddy Inc.
Slide 14: Q2 2026 financial results
Q2 2026 financial results Bookings Revenue ARPU NEBITDA Free cash flow $1,422M $1,345M $1,298M $1,218M $250 $434M $443M $230 $392M $382M 6% 7% 9% 14% 13% growth growth growth growth growth 2025 2026 2025 2026 2025 2026 2025 2026 2025 2026 14 © 2026 GoDaddy Inc.
Slide 15: High-quality cohorts driving ARPU expansion
High-quality cohorts driving ARPU expansion Q2 ARPU Customers spending $500+ annually ~10% of customer base 85%+ 1.8M 2.0M Customer retention $250 $230 1.5M 1.5M $242 9% 9% growth $220 $203 $197 ARPU growth 2025 2026 2022 2023 2024 2025 ARPU 15 © 2026 GoDaddy Inc.
Slide 16: Disciplined execution driving sustained margin expansion
Disciplined execution driving sustained margin expansion 14% Q2 NEBITDA Annual NEBITDA NEBITDA growth $1.6B $434M $1.4B 33% $382M 14% $1.0B $1.1B 32% NEBITDA margin growth 31% 27% 16% 210 bps 25% CAGR 2025 2026 2022 2023 2024 2025 2026E NEBITDA margin expansion NEBITDA Margin Represents four-year No
Slide 17: Proven track record of strong free cash flow growth
Proven track record of strong free cash flow growth Q2 free cash flow Annual free cash flow 13% $1.6B Free cash flow growth $443M $1.4B $392M $1.1B $1.0B 13% >1:1 growth 17% CAGR Free cash flow conversion 2025 2026 2022 2023 2024 2025 2026E Represents four-year Free Cash Flow CAGR from 2021YE throug
Slide 18: Balance sheet and liquidity
Balance sheet and liquidity $1.2B Fixed interest rates Leverage ratio providing stability Cash Fixed 87% Variable 13% $2.2B 1.7X 1.6X 1.4X Total liquidity $2.7B Term loan Maturity $1.4B 2029 $1.0B 2031 Unsecured notes Maturity Net debt 2024 2025 Q2 2026 $600M 2027 $800M 2029 18 © 2026 GoDaddy Inc.
Slide 19: Disciplined capital allocation to maximize shareholder returns
Disciplined capital allocation to maximize shareholder returns Shares repurchased >95% $1.6B FCF deployed to buyback shares over the last 4 years $1.3B $1.3B 7% 169M $0.9B $0.7B Reduction in FDSO YTD $0.9B 127M YTD repurchases 2022 2023 2024 2025 Jul-26 Fully diluted shares outstanding (FDSO) 19 © 2
Slide 20: Positioned for durable growth, margin expansion and strong free cash flow
Positioned for durable growth, margin expansion and strong free cash flow Outlook Q3 2026 2026 Revenue $1.315B - $1.335B $5.215B - $5.255B Segment growth rates: Applications & Commerce Low double-digits Core Platform Low single-digits NEBITDA margin ~33% 33%+ Shari Currie Recycled Modern Free cash f
Slide 21: 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 return Invest in high ROI opportunities 21 © 2026 GoDaddy Inc.
Slide 22: Appendix
Appendix Shari Currie Recycled Modern RECYCLEDMOD.COM 22 © 2026 GoDaddy Inc.
Slide 23: Delivered at or ahead of all Q2 2026 targets
Delivered at or ahead of all Q2 2026 targets Growth/ Key metrics Q2 2026 Q2 2025 Q2 Guidance* Expansion Revenue $1,298M $1,218M 7% $1.285B - $1.305B Applications & Commerce revenue $515M $464M 11% Low double-digits Core Platform revenue $783M $754M 4% Low single-digits Normalized EBITDA margin 33.4%
Slide 24: Primary domains revenue
Primary domains revenue Durable subscription business Q2 domains revenue Annual domains revenue $1.8B $1.7B $470M $1.5B $1.6B $447M 5% growth 6% CAGR 2025 2026 2022 2023 2024 2025 Represents four-year domains revenue CAGR from 2021YE through 2025. 24 © 2026 GoDaddy Inc.
Slide 25: Aftermarket revenue
Aftermarket revenue Transactional business subject to global macro-economic conditions Q2 Aftermarket revenue Annual aftermarket revenue 9% increase $510M $457M $438M $436M $119M $129M $325 $312 $265 $307 $218 $217 5% CAGR 2025 2026 2022 2023 2024 2025 Average transaction value (ATV) Average Transac
Slide 26: 2026 modeling guide
2026 modeling guide Metric ($M) 2026 Capital expenditures ~$30M Cash interest on debt ~$150M GAAP interest expense, net ~$110M Cash income taxes ~$30M GAAP provision for income taxes ~$300M 26 © 2026 GoDaddy Inc.
Slide 27: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Three months ended Reconciliation of NEBITDA ($M) June 30, 2026 2025 Net income $240.1 $199.9 Depreciation and amortization 13.3 30.6 Equity-based compensation expense 70.2 81.0 Interest expense, net of interest income 26.7 29.5 Restructuring and oth
Slide 28: NEBITDA & NEBITDA Margin
Non-GAAP reconciliation: NEBITDA & NEBITDA Margin Year ended December 31, Reconciliation of NEBITDA ($M) 2022 2023 2024 2025 Net income $352.9 $1,375.6 $936.9 $875.0 Depreciation and amortization 194.6 171.3 135.3 116.6 Equity-based compensation expense 264.4 294.0 299.1 317.8 Interest expense, net
Slide 29: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Three months ended June 30, Reconciliation of free cash flow ($M) 2026 2025 Net cash provided by operating activities $442.5 $379.9 Capital expenditures (5.1) (4.1) Cash paid for restructuring and other charges1 6.1 15.7 Free cash flow $443.5 $391.5 1 In addit
Slide 30: Free Cash Flow
Non-GAAP reconciliation: Free Cash Flow Year ended December 31, Reconciliation of free cash flow ($M) 2022 2023 2024 2025 Net cash provided by operating activities $979.7 $1,047.6 $1,287.7 $1,599.4 Capital expenditures (59.7) (42.0) (26.6) (23.9) Cash paid for acquisition-related costs 37.9 11.2 16.
Slide 31: Net Debt
Non-GAAP reconciliation: Net Debt Reconciliation of net debt ($M) June 30, 2026 Current portion of long-term debt 15.0 Long-term debt 3,759.4 Unamortized original issue discount and debt issuance costs 42.5 Total debt $3,816.9 Less: cash and cash equivalents (1,155.5) Net debt $2,661.4 31 © 2026 GoD
Slide 32: 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 33: Non-GAAP financial measures and other operating and business metrics
Non-GAAP financial measures and other operating and business metrics Annualized recurring revenue (ARR) is an operating metric defined as annualized quarterly recurring GAAP revenue, net of refunds, from new and renewed subscription-based services. ARR is exclusive of any revenue that is non-recurri
Slide 34: Q2 2026 Earnings Results
Q2 2026 Earnings Results Shari Currie Recycled Modern RECYCLEDMOD.COM July 30, 2026 © 2026 GoDaddy Inc.