GoDaddy Inc Citi’s 2026 Global TMT Conference

Oh, thank you for having us.

Yeah. We couldn't be more excited about Airo. Just a reminder, Airo. We launched it a couple of years ago, as a platform, and now we're revamping it as a product, and we're going to market with it. Couldn't be more happy with the success. Q1, we launched. We disclosed the run rate then, and now we've seen it gone up to $50 million as we came out of Q2. The premise here is meeting our customer where they want to be using technology today. Remember, our customers are a unique group. They're the sole entrepreneur, the micro business, the mom and pop shop. They're not always technology savvy.

When they decide they want to engage with technology in a certain way, and we see our ability to meet that job to be done how they want to do things, it's on us to start to give them that. That's what Airo represented. The native exchange with Airo is exactly what they need. We introduced it into our existing customer base. We saw some of our customers who had been customers of Websites + Marketing now shifting over to use Airo as their primary operating system in running their business because the capabilities are so much more now. When we look at capabilities versus product roadmap, we look at value. What is the value our customers are going to get out of it? What are the product attach motions that will come out of it?

We haven't changed the basic attach of a domain, attach of an email, attach of commerce, like you mentioned. While commerce is a great example of a capability being folded in, the attach around the transaction revenue continues to be something that will act as an LTV driver for us in the future. For us, it's looking at where the customer's going to get the value, what are the core competencies that we will put into Airo over time, and what are the product attaches, the jobs to be done, the presence that they want to have in the different areas that we can put into Airo and create that LTV. Remember, our product motion hasn't changed how our model works. When we get to that first product, it's 1x.

When we get to a second product, our retention rates go up significantly from the great 85% we have overall. When we get to a third product, we generally have a customer for life, and so those touch points within Airo and the ability to attach is what drives the LTV equation, will continue to drive our LTV equation going into the future.

Yeah. Primarily now, and this is a little different for us. Usually, we launch things first into our new customer channel, and then we go into existing customer base. But we found that our existing customers were really attracted to the ease of use of Airo to manage their business, so we launched it within our care organization. We saw customers converting over, the existing customers. That's primarily what you're seeing today. We do see some natural traffic coming directly to airo.ai. But that's more people that are organically coming on their own. We have not put Airo into our domain purchase path. That is coming. It's imminent. We're testing into market right now. That'll be the new customer, right?

That'll be the new customer that is coming in with that high intent that we now will have Airo as a primary attach motion within that purchase path. That's a big deal for us. The domain funnel continues to be our largest top-of-funnel, and putting something in there that attaches will be a big driver. As far as marketing is concerned, we talked about coming out of the call that we are pushing marketing into the second half. We're doing that because we feel that we need the domain purchase path set up and ready to go to get the appropriate ROI on those marketing dollars as we put that into the market. Remember, when we're dealing with our renewal base, that's not necessarily a marketing push in and of itself.