公司表现 - GoDaddy (GDDY) 在过去三个月的股价上涨了30.2%，超过了Zacks计算机与技术板块的6.9%涨幅和Zacks互联网-配送服务行业的17.9%涨幅[1] - 同期，QuinStreet和MakeMyTrip的股价分别上涨了8.5%和2.7%，而Asure Software的股价下跌了0.4%[2] - GoDaddy的股价表现优于其行业同行，包括QuinStreet (QNST)、MakeMyTrip (MMYT) 和Asure Software (ASUR)[6] AI驱动的增长 - GoDaddy的Airo平台吸引了近300万用户，其中超过50%的用户积极使用该平台，显示出其有效性和满足用户需求的价值[3] - TechRadar将GoDaddy Airo评为最佳AI网站建设工具，该平台帮助小企业主使用AI工具快速轻松地构建专业网站 GoDaddy计划在2025年进行更大规模的发布[4] - GoDaddy Airo在第三季度通过该平台生成的网站和营销订阅占比超过40%，显示出其在客户获取和订阅增长方面的强大影响[9] 财务表现 - 第三季度，GoDaddy的平均每用户收入（ARPU）同比增长8%至215美元，主要得益于85%的强劲客户保留率[5] - 第三季度，GoDaddy实现了12亿美元的收入，反映出在报告和恒定货币基础上的9%增长 这代表了该期间的现金收入，提供了强劲的收入指标，并反映了GoDaddy产品和服务的健康需求[10] - GoDaddy最近推出的两个SaaS计划——“Point-Of-Sale Plus”和“Invoicing Plus”——自2024年第二季度全面推出以来，显示出强劲的采用趋势 这些产品为小企业提供先进的交易管理和发票工具，反映了公司满足客户需求的能力[11] 展望与预期 - GoDaddy提高了2024年的收入预期，预计总收入为45.45-45.65亿美元，表明同比增长7% 中点 Zacks对收入的共识估计为45.6亿美元，表明同比增长7.12% 2024年每股收益的共识估计为6.56美元，过去30天上涨了1美分，这表明同比增长146.62%[12] 挑战与担忧 - 公司的高债务水平和核心平台业务的弱点令投资者担忧 截至2024年9月30日，总债务为39亿美元，净债务为31亿美元，这可能会影响投资和财务灵活性 核心平台业务在2024年第三季度同比增长约3%，反映出其传统业务领域的挑战[13] - 来自域名和网络托管领域竞争对手的压力可能会继续对某些细分市场的定价和市场份额造成压力[14]

核心观点 - GoDaddy Inc. 宣布其子公司 Go Daddy Operating Company, LLC 和 GD Finance Co, LLC 完成了之前宣布的信贷协议再融资 公司通过第十二次修正案（Twelfth Amendment）对2017年2月15日的第二次修订和重述信贷协议进行了修改 新的14.63亿美元期限贷款将于2029年到期 用于偿还所有未偿还的现有B-6期限贷款 [1][2] 信贷协议再融资 - 公司通过第十二次修正案（Twelfth Amendment）对2017年2月15日的第二次修订和重述信贷协议进行了修改 新的14.63亿美元期限贷款将于2029年到期 用于偿还所有未偿还的现有B-6期限贷款 新贷款的年摊销率为1.00% 首次分期付款将于2024年12月31日左右支付 新贷款的适用利差为：SOFR贷款1.75% ABR贷款0.75% [2] 公司介绍 - GoDaddy 帮助全球数百万企业家启动和扩展业务 人们来到GoDaddy为他们的想法命名 建立网站和标志 销售产品和服务 并接受付款 GoDaddy Airo™ 是公司的人工智能驱动体验 使小型企业能够更快更容易地发展 帮助他们在几分钟内将想法上线 增加流量和提升销售额 GoDaddy的专家指南全天候24/7提供帮助 [3]

Where consumers shop sees stark generational divide across social platformsTEMPE, Ariz., Dec. 12, 2024 /PRNewswire/ -- New survey data by GoDaddy (NYSE: GDDY) found consumers are shopping on social media often, but maybe not the platforms you'd expect.More than 1 in 5 of the 1,500 U.S. consumers surveyed in September make purchases on social media platforms at least weekly, and the top platform was… Facebook, with Millennials leading the charge(s). GoDaddy, a leader in tools and tech for small businesse ...

TEMPE, Ariz., Dec. 5, 2024 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) announced Go Daddy Operating Company, LLC and GD Finance Co, LLC (together with Go Daddy Operating Company, LLC, the "Borrowers") allocated a $1,463 million tranche (the "Replacement Term Loans") of term loans maturing in 2029, the proceeds of which will be used to refinance all outstanding Tranche B-6 Term Loans under the Second Amended and Restated Credit Agreement, dated as of February 15, 2017 (as amended, restated, supplemented or oth ...

It has been about a month since the last earnings report for GoDaddy (GDDY) . Shares have added about 18.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is GoDaddy due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. GoDaddy's Q3 Earnings Beat Estimates, Revenues Increas ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

GoDaddy (GDDY) shares have surged 86.4% year to date (YTD), outperforming the broader Zacks Computer & Technology sector’s appreciation of 28.3% and the Zacks Internet - Delivery Services industry’s return of 63.4%.This significant outperformance reflects investors’ confidence in GoDaddy’s growth potential on the back of its innovative product portfolio and back-to-back quarters of strong financial performances.GoDaddy’s Impressive Financial PerformanceGDDY has a long history of reporting strong quarterly p ...

New GoDaddy survey shows 80% of young shoppers research businesses before buyingTEMPE, Ariz., Nov. 21, 2024 /PRNewswire/ -- Maintaining an online presence is important to small businesses, but is it necessary? According to new data from GoDaddy (NYSE:GDDY), if a business's target audience is Gen Z or Millennials, not having one could seriously impact their bottom line.  A majority (80%) of 1,000 Gen Z and Millennial U.S. consumers surveyed in September shared they research small businesses online before sho ...

Resilience Powers Microbusinesses Microbusiness owners are placing greater confidence in themselves. They are less swayed by uncertainty in the economy. Only 39% say they are confident in the national economy. But 74% are optimistic about their business prospects in the next six months. Even among those pessimistic about the economy, one in four plans to hire within a year. Entrepreneurs are making decisions based on business needs rather than on the economy.Microbusinesses, Macro ImpactMicrobusinesses are ...

TEMPE, Ariz., Nov. 20, 2024 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) Chief Financial Officer Mark McCaffrey will present at the UBS Global Technology Conference in Scottsdale, Arizona on Wednesday, Dec. 4, 2024 at 10:15 a.m. ET / 7:15 a.m. PT as well as the Barclays Global Technology Conference in San Francisco, California on Thursday, Dec. 12, 2024 at 11:40 a.m. ET / 8:40 a.m. PT.Live audio webcasts and post-presentation audio replays of these events will be available on GoDaddy's investor relations websi ...