GoDaddy IncGDDY
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GoDaddy Inc Goldman Sachs Communacopia + Technology Conference 2026

Review the key takeaways and the transcript of this earnings call.

Period 2026Duration35 minParticipants3

Transcript

Preview the first fifteen paragraphs, organized by speaker.

Elizabeth PorterAnalyst

All right. Great. Well, let's get started.

Mark McCaffreyCFO

All right. We're on the clock.

Elizabeth PorterAnalyst

Yeah. Good morning. Thanks, everyone, for joining. It's my pleasure to host the CFO of GoDaddy, Mark McCaffrey, and Christie, Head of IR. Thanks so much for joining us.

Mark McCaffreyCFO

Yes. Thanks for having us.

Elizabeth PorterAnalyst

Mark, GoDaddy is one of those rare internet brands that almost everyone knows. At the same time, the business today is much broader than internet domains. Before we dive into the details, how would you frame where GoDaddy is today, and what are the top priorities, especially in an increasingly agentic internet?

Mark McCaffreyCFO

Yeah. A couple things, right? I think everybody knows us. GoDaddy was the domain company or I should say, is a domain company. We created it many years ago, and over a number of years, we've evolved. Where we are today, when you hear us talk about GoDaddy, you're going to hear us talk about becoming the operating system for the entrepreneur, the micro-business. We want to give them the tools that allow them to create value in whatever endeavor they're going to do, whether that's transacting on the internet, whether it's just sharing content on the internet, whether it's sharing their love of life or hobby on the internet in and of itself. We want to become the tool that they go to in order to make sure that happens.

Mark McCaffreyCFO

We call it the Entrepreneur's Wheel, where we have all the technology that fits the jobs they need to do, and we continue to do that. Now, I would also point out we have a very unique customer base. We are not looking for the enterprise or the developer. We focus on the entrepreneur and the micro business, the mom-and-pop shop. If you have two employees, that's probably within our sweet spot. Some may go as high as five. Some have two people working on it, and then they have their kids working on the endeavor when they come home from school at the end of the day. Think about it. It's a very unique customer base. It's something we've done very well. It's a customer base we have a right to win with, and we have been winning with this customer base for a number of years.

Mark McCaffreyCFO

As we enter the agentic world, which I'm sure we're going to talk a lot about, we've created tools, Airo, and just for clarification, A-I-R-O is how it is spelled, is the new tool we put into play to help our customer base have that agentic native experience to do whatever they need to do, create whatever they need to create.

Elizabeth PorterAnalyst

Definitely got plenty of questions on AI. Before we do that, we would love to talk a little more about the core customer base.

Elizabeth PorterAnalyst

Yeah. You have industry-leading growth retention.

Elizabeth PorterAnalyst

You have talked about the stickiness of the GoDaddy platform. What do you think drives that loyalty with small businesses?

Mark McCaffreyCFO

Yeah. There is a number of factors where the technology. I always say you have to innovate around your customers' needs and the jobs they need to do, and you need to have that relationship with the customer. We have that relationship with the customer. We have a care organization that is built for a number of years, but focuses specifically on making sure not only if they have questions, they are getting the best value they can out of the tools in and of itself. Our care organization helps them create that full picture of everything they can do, whether it is starting with a domain name that meets their business need, whether it is helping them create the website, whether it is getting them attached to a professional email, getting them transacted.

Mark McCaffreyCFO

Our care organization has allowed us to really understand those customers, those customer needs, and make sure that we stay at the forefront of that customer base.

Elizabeth PorterAnalyst

You mentioned Airo earlier, your AI layer. That has become a much bigger part of the GoDaddy story. Could you briefly explain exactly what it is, and what have you learned so far from customers using this product? How does it help drive customer engagement?

Mark McCaffreyCFO

Yeah. I challenge everybody to go and try our Airo AI Builder. We launched it at the end of Q1. We couldn't be more happy, and quite frankly, I get more and more excited every time I use the Airo AI Builder myself to figure out how to get some function done, whether within GoDaddy or outside of GoDaddy in my personal life. When we came into the year, we were moving into an agentic world. We had multiple products on the roadmap. We were going to do a website developer. We were going to do an app builder.

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