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GoDaddy Inc（GDDY）の決算・業績分析

GoDaddy Incの2025年有価証券報告書をAI分析。売上高$5.0B(+8.3%)。営業利益$1.1B。Information Technology。

目次
SUMMARY — 業績サマリー

GoDaddy Incの2025年度 業績サマリー

GoDaddy Inc（証券コード: GDDY）の2025年度決算・業績分析。売上高は$5.0B（前年比+8.3%）。営業利益は$1.1B（前年比+26.2%）。純利益は$875M（前年比-6.6%）。有価証券報告書を基に、業績変化の要因・リスク・見通し・セグメント構成を AI が分析しました。

GoDaddy Incの2024年度 注目ポイント

※ 直近の2025年度XBRLデータは取込済みですが、AI分析は2024年度の10-Kを対象としています。

  1. GoDaddy achieved $4.1B revenue in FY2024 (+7.2% YoY) and $352M net income (+45.4% YoY) (XBRL).
  2. Operating income surged to $499M (+30.5% YoY) with a 12.2% operating margin (XBRL).
  3. ROE reached 423.3% (XBRL), driven by $1.3B in share repurchases (XBRL).
  4. Free cash flow (FCF) totaled $920M (XBRL), reflecting $60M in CapEx (XBRL).

GoDaddy Incの売上高変化の要因

  • •FY2024 revenue grew 7.2% YoY to $4.1B (XBRL), driven by pricing/bundling initiatives, AI innovations (e.g., Airo), and cost optimization (10-K). The 10-K highlights A&C revenue growth and expansion of commerce offerings as key drivers. Segment-specific revenue figures are not disclosed (N/A).

GoDaddy Incの営業利益変化の要因

  • •Operating income rose 30.5% YoY to $499M (XBRL) with a 12.2% margin, supported by cost optimization (headcount reductions, cloud migration) and pricing strategies (10-K). Net income increased 45.4% YoY to $352M (XBRL) with an 8.6% net margin (XBRL). EBITDA stood at $693M (16.9% margin) (XBRL). ROE reached 423.3% (XBRL), reflecting strong leverage and share repurchases.

GoDaddy Incの事業リスクと対応

Inability to attract/retain customers could harm business (10-K).

Intense competition may erode market share (10-K).

Cybersecurity incidents risk operational disruption and liability (10-K).

High debt levels ($3.8B) could strain financial flexibility (10-K).

Reliance on evolving technologies like AI may cause reputational harm (10-K).

Regulatory risks include domain name laws, data processing regulations, and payments compliance (10-K).

GoDaddy Incの今後の見通し・業績予想

Management provided FY2025 guidance: $4.3B revenue and $547M operating income (XBRL). Key trends include AI integration (Airo), cost optimization, pricing experiments, and customer retention. Divestitures and product streamlining are expected to impact retention rates (10-K).

GoDaddy Incの事業内容

GoDaddy Inc. (GDDY) provides domain services, website building, and commerce tools to entrepreneurs, generating revenue through product subscriptions and services (10-K). Key offerings include domain registration, AI-powered tools like Airo, and GoDaddy Guides for personalized guidance (10-K). The company operates two segments: Applications and Commerce (A&C) and Core Platform (Core) (10-K). Competitive advantages include AI integration and customer retention strategies (10-K). No significant customer concentration is reported (10-K).

GoDaddy IncのAI業績分析レポート（2024年度）

Highlights

•Revenue: $4.1B (+7.2% YoY) (XBRL)
•Net Income: $352M (+45.4% YoY) (XBRL)
•Operating Income: $499M (+30.5% YoY) (XBRL)
•ROE: 423.3% (XBRL)
•FCF: $920M (XBRL)

Business Overview

GoDaddy provides domain services, website building, and commerce tools to entrepreneurs, with key products including Airo (AI-powered tools) and GoDaddy Guides (10-K). The company operates two segments: Applications and Commerce (A&C) and Core Platform (Core) (10-K). Competitive advantages include AI integration and customer retention strategies (10-K). No significant customer concentration is reported (10-K).

Revenue Analysis

FY2024 revenue grew 7.2% YoY to $4.1B (XBRL), driven by pricing/bundling initiatives, AI innovations, and cost optimization (10-K). Segment-specific revenue figures are not disclosed (N/A).

Profitability Analysis

Operating income rose 30.5% YoY to $499M (XBRL) with a 12.2% margin, supported by cost optimization and pricing strategies (10-K). Net income increased 45.4% YoY to $352M (XBRL) with an 8.6% net margin (XBRL). EBITDA stood at $693M (16.9% margin) (XBRL). ROE reached 423.3% (XBRL).

Balance Sheet Analysis

Long-term debt totaled $3.8B (XBRL), with an equity ratio of 1.1% (XBRL) and a current ratio of 0.47x (XBRL). Total assets grew to $7.6B (XBRL), while total equity increased to $83M (XBRL). Liquidity details (cash, credit facilities) are not quantified (N/A).

Cash Flow Analysis

Operating cash flow (OCF) reached $980M (XBRL), with FCF of $920M (OCF $980M - CapEx $60M) (XBRL). $1.3B was returned to shareholders via share repurchases (XBRL). No dividends were mentioned (N/A).

Working Capital Analysis

Receivables Days: 7 days (XBRL), Payables Days: 13 days (XBRL), Asset Turnover: 0.54x (XBRL). Cash Conversion Cycle (CCC) not explicitly calculated (N/A).

Risks

1.Inability to attract/retain customers could harm business (10-K).
2.Intense competition may erode market share (10-K).
3.Cybersecurity incidents risk operational disruption and liability (10-K).
4.High debt levels ($3.8B) could strain financial flexibility (10-K).
5.Reliance on evolving technologies like AI may cause reputational harm (10-K).
6.Regulatory risks include domain name laws, data processing regulations, and payments compliance (10-K).

Outlook

Management provided FY2025 guidance: $4.3B revenue and $547M operating income (XBRL). Key trends include AI integration (Airo), cost optimization, pricing experiments, and customer retention. Divestitures and product streamlining are expected to impact retention rates (10-K).

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