For the quarter ended September 2026, GoDaddy (GDDY) reported revenue of $1.34 billion, up 6.1% over the same period last year. EPS came in at $2.08, compared to $1.51 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.33 billion, representing a surprise of +1.1%. The company delivered an EPS surprise of +14.29%, with the consensus EPS estimate being $1.82.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how GoDaddy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Total customers at period end: 20.5 million versus 20.48 million estimated by seven analysts on average.
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Total bookings: $1.43 billion versus the seven-analyst average estimate of $1.42 billion.
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Annualized Recurring Revenue (ARR): $4.51 billion compared to the $4.53 billion average estimate based on two analysts.
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Revenue- Applications & commerce: $524.3 million versus the eight-analyst average estimate of $532.11 million. The reported number represents a year-over-year change of +9%.
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Revenue- Core platform: $817.5 million versus $794.78 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change.
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Segment EBITDA- Core platform: $268.9 million compared to the $264.02 million average estimate based on two analysts.
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Segment EBITDA- Applications & commerce: $246 million versus the two-analyst average estimate of $248.44 million.
View all Key Company Metrics for GoDaddy here>>>
Shares of GoDaddy have returned +11.6% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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GoDaddy Inc. (GDDY) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
