AI interpretation based on checked source excerpts. Issuer assertions and evidence limitations remain explicit.
Policy quality-scores-3: six equally weighted categories. The overall score requires full coverage. Missing inputs are not zero. Qualitative grades are sourced interpretations, not probabilities. 6/6 · 31/10/2026
Moat56
Equal-weight average of four evidence-backed rubric grades (0–4), scaled to 100.
structural advantage · 2/4 · Integrated commerce and operational email use, corroborated by 2025 retention, support modest switching costs. Cross-host tools and contract-free payments constrain exclusivity; comparative migration costs are unquantified.
durability · 2/4 · Historical retention through 2023, approximately 85% retention in 2025 and subsequent recurring-revenue growth support persistence. AI substitution remains a prospective threat, and mature-cohort continuity after 2023 is unmeasured.
customer dependency · 3/4 · Daily email operations and unified commerce workflows, together with historical mature-customer retention and 2025 repeat demand, demonstrate meaningful embedded use. Attribution specifically to switching friction remains inferential.
erosion resilience · 2/4 · Retention and recurring-revenue growth show continuing relevance despite competition. Disclosed realized pricing sensitivity and an actual security settlement temper resilience; AI-related demand displacement is a possibility rather than a demonstrated outcome.
Pricing power63
Equal-weight average of four evidence-backed rubric grades (0–4), scaled to 100.
realized pricing · 2/4 · June 2026 ARPU increased to $250 from $230 and recurring revenue grew, demonstrating better monetization. ARPU includes product mix and cross-selling, while pricing changes have caused customer or bookings loss, decrease or slowing. Net pricing evidence is mixed.
retention · 3/4 · Approximately 85% retention across five years through 2023 and again in 2025 establishes sustained repeat demand. Approximately 92% mature-customer retention applies only to 2023. Renewals and 2026 ARR provide additional, partly indirect support without establishing current cohort rates.
margin resilience · 3/4 · Operating income increased from $547.4 million in 2023 to $1,127.3 million in 2025, and first-half operating margin rose from 21.3% to 25.5% in 2026. These are demonstrated resilient outcomes, but expense control, depreciation and product mix prevent attribution solely to pricing power.
contractual freedom · 2/4 · Implemented repricing and discretion to impose service fees demonstrate meaningful control over customer pricing. Subscription terms up to ten years, customer sensitivity and externally set registry costs constrain its economic exercise. The November 2026 registry increase was scheduled, not yet realized at the disclosure date.
Predictability98
5 consecutive published annual periods. Equal weights: nondeclining revenue frequency; revenue-growth volatility (5–40pp); positive FCF frequency; FCF-margin volatility (3–20pp). Stability indicator, not a growth forecast.
- Nondeclining revenue years (%)
- 100.00
- Revenue growth volatility (pp)
- 1.64
- Positive FCF years (%)
- 100.00
- FCF margin volatility (pp)
- 4.06
- observedAnnualPeriods
- 5.00
Financial strength48
Equal-weight grades: debt/FCF (1–8x), net debt/earnings before interest and tax (0–5x), interest service (1–12x), current ratio (0.75–2x). Earnings use reported operating income, an original issuer-reported unadjusted EBIT reconciled to net income, income tax and signed net interest, or reported pretax profit plus reported gross interest expense. Reported EBIT is distinct from GAAP operating income and gross interest. Interest service uses earnings/interest expense; if unavailable, it uses reported operating cash flow/cash interest paid, without relabeling cash paid as accrued expense. Nonpositive cash flow/earnings score 0 for their service component; reported zero interest with a positive numerator scores 100. Net cash scores 100 for net leverage. Missing disclosures remain unavailable. General nonfinancial-company rubric, not a credit rating; exceptional and nonoperating gains are not normalized out. IFRS finance-cost and cash-flow classifications retain their reported scope.
- debtFcfGrade
- 80.01
- netDebtEbitGrade
- 52.11
- interestCoverageGrade
- 58.78
- currentRatioGrade
- 0.00
- Debt / FCF (x)
- 2.40
- Net debt / operating income (x)
- 2.39
- Interest coverage (x)
- 7.47
- Current ratio (x)
- 0.61
Capital allocation94
Three-year equal-weight indicators: pretax return on average invested capital (0–25%; equity + debt − cash, each year and its prior year), share-count growth (0–5%, lower better), share-based cost/revenue (2–20%, lower better), consolidated FCF/net income (0–1x). Return uses reported operating income, an original issuer-reported unadjusted EBIT reconciled to net income, income tax and signed net interest, or EBIT calculated from reported pretax profit plus reported gross interest expense; the issuer-reported EBIT is distinct from GAAP operating income and gross interest; exceptional/nonoperating gains are not normalized out. Share-based cost uses the reported cash-flow add-back or, if absent, separately reported recognized compensation expense; the latter never becomes an FCF adjustment. Nonpositive net income scores 0 for cash conversion; absent income/FCF stays unavailable. ROIC remains undefined for nonpositive invested capital; the explicit asset-return alternative does not change the ROIC chart. Missing financial inputs alone never trigger an alternative. Does not establish acquisition quality or buyback timing.
- 3-year pre-tax operating return (%)
- 26.58
- 3-year average dilution (%)
- -4.53
- 3-year average SBC / revenue (%)
- 6.65
- cashConversionGrade
- 100.00
Management63
Equal-weight average of four evidence-backed rubric grades (0–4), scaled to 100.
capital discipline · 2/4 · Operating cash flow grew over 2023–2025 with lower capital expenditure, and completed repurchases retired shares. However, 2025 cash repurchases exceeded operating cash flow less capital expenditure, alongside $1,501.8 million of vendor commitments. First-half 2026 cash generation covered cash repurchases. Repurchase value creation and commitment returns remain unestablished.
incentive alignment · 3/4 · Actual executive programs combine three-year relative-TSR PSUs with service-based RSUs, ownership guidelines, clawbacks and hedging restrictions. Disclosures establish 2026 grants and actual vesting activity. Half the executive LTIP remains service-based, short-term incentives emphasize bookings and adjusted earnings, and ownership compliance is unavailable.
execution · 3/4 · Multi-year revenue, operating-income and operating-cash-flow growth continued into first-half 2026, providing demonstrated operating evidence. Airo's reported bookings run rate adds early commercial traction. Management's exclusive causal contribution and durable AI differentiation are not established.
governance · 2/4 · An independent chair, independent committees, annual elections and implemented voting reforms provide substantive safeguards. Tax-control remediation and subsequent stockholder approval of the amended plan are disclosed facts. The actual FTC settlement imposing at least 20 years of security requirements materially tempers evidence of effective oversight; current compliance failure is not established.
Evidence
In each of the five years ended December 31, 2023, our customer retention rate was approximately 85%, and in 2023, our retention rate for customers who had been with us for over three years was approximately 92%.
2023 Form 10-K, customer retention; filed 2024-02-29 · Filed 29/02/2024
Our customer retention rate was approximately 85% for the year ended December 31, 2025 and we had over 2.0 million customers, each of whom spent more than $500 a year on our product offerings.
2026 proxy, company overview and 2025 customer retention; filed 2026-04-24 · Filed 24/04/2026
We have experienced growth in recent years, due in large part to sustained subscription growth and strong levels of subscription renewals, including customers who expand their use of our integrated platform over time.
2025 Form 10-K, subscription growth and renewals; filed 2026-02-25 · Filed 25/02/2026
In addition, the Smart Terminal line seamlessly integrates with our Websites + Marketing Online Store to unify in-person and online sales so businesses can offer "Buy online, pick up in-store" experiences to their customers.
2025 Form 10-K, Business, integrated commerce products; filed 2026-02-25 · Filed 25/02/2026
Our email offerings are a core component of many customers' productivity and daily operations and our ability to provide these services at scale depends, in significant part, on the continued availability, functionality and commercial terms of our partnerships, including with Microsoft and other email providers.
2025 Form 10-K, email operations and partner dependence; filed 2026-02-25 · Filed 25/02/2026
We offer these customers client management applications that aim to make it easier for them to manage their clients' websites on GoDaddy products such as Managed WordPress, or on another host.
2025 Form 10-K, cross-host client management applications; filed 2026-02-25 · Filed 25/02/2026
and Canada to accept all major forms of payment, including Visa, MasterCard, American Express, Discover and contactless payments, including Apple Pay and Google Pay, with no long-term contracts or monthly minimums.
2025 Form 10-K, Business, GoDaddy Payments terms; filed 2026-02-25 · Filed 25/02/2026
Three Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 $ % of Total Revenue $ % of Total Revenue $ % of Total Revenue $ % of Total Revenue Revenue: Applications and Commerce $ 514.8 39.7 % $ 463.9 38.1 % $ 1,013.0 39.5 % $ 910.3 37.7 % Core Platform 783.2 60.3 % 753.7 61.9 % 1,551.9 60.5 % 1,501.6 62.3 % Total revenue 1,298.0 100.0 % 1,217.6 100.0 % 2,564.9 100.0 % 2,411.9 100.0 % Costs and operating expenses: Cost of revenue (excluding depreciation and amortization) 469.8 36.2 % 442.3 36.3 % 928.9 36.2 % 882.8 36.6 % Technology and development 211.4 16.3 % 214.3 17.6 % 424.6 16.6 % 419.6 17.4 % Marketing and advertising 89.0 6.9 % 93.4 7.7 % 181.3 7.1 % 193.5 8.0 % Customer care 72.8 5.6 % 73.5 6.0 % 147.2 5.7 % 144.6 6.0 % General and administrative 90.5 7.0 % 96.9 8.0 % 181.5 7.1 % 194.0 8.0 % Restructuring and other 8.7 0.6 % 0.3 — % 10.9 0.4 % 2.4 0.2 % Depreciation and amortization 13.3 1.0 % 30.6 2.5 % 37.5 1.4 % 61.4 2.5 % Total costs and operating expenses 955.5 73.6 % 951.3 78.1 % 1,911.9 74.5 % 1,898.3 78.7 % Operating income 342.5 26.4 % 266.3 21.9 % 653.0 25.5 % 513.6 21.3 % Interest expense (37.4) (2.9) % (38.3) (3.1) % (75.2) (2.9) % (75.5) (3.1) % Other income (expense), net 11.9 0.9 % 11.1 0.8 % 21.1 0.7 % 21.0 0.8 % Income before income taxes 317.0 24.4 % 239.1 19.6 % 598.9 23.3 % 459.1 19.0 % Provision for income taxes (76.9) (5.9) % (39.2) (3.2) % (144.2) (5.6) % (39.7) (1.6) % Net income $ 240.1 18.5 % $ 199.9 16.4 % $ 454.7 17.7 % $ 419.4 17.4 % 22 Table of Contents Non-GAAP Financial Measures, Operating Metrics and Business Metrics In addition to our results determined in accordance with GAAP, we believe that the following non-GAAP financial measures, operating metrics and business metrics may be useful as supplements in evaluating our ongoing operational performance: Three Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 Normalized EBITDA $ 434.1 $ 381.7 $ 847.6 $ 746.1 Annualized recurring revenue $ 4,421.4 $ 4,181.0 $ 4,421.4 $ 4,181.0 Total bookings $ 1,422.1 $ 1,345.3 $ 2,877.4 $ 2,762.3 ARPU $ 250 $ 230 $ 250 $ 230 June 30, 2026 December 31, 2025 Total customers at period end (in thousands) 20,457 20,422 Domains under management (in thousands) 81,985 80,793 Normalized EBITDA (NEBITDA).
June 2026 Form 10-Q, operating results and business metrics; filed 2026-07-31 · Filed 31/07/2026
However, no assurance can be given that any new pricing model or price points will be optimal and changes in our price points or pricing model have and could result in a loss, decrease or slowing of our total customers or total bookings.
June 2026 Form 10-Q, risk factors, realized and potential pricing effects; filed 2026-07-31 · Filed 31/07/2026
If customers increasingly rely on third-party AI platforms, closed ecosystems or other competing services, demand for our website building tools, hosting products, domain names or related services could decline or pricing pressure could increase, either of which could materially and adversely affect our business.
June 2026 Form 10-Q, risk factors, prospective AI substitution; filed 2026-07-31 · Filed 31/07/2026
We entered into an agreement, which was approved by the FTC on May 21, 2025, to settle FTC charges related to certain of our security practices, advertising and other related matters.
June 2026 Form 10-Q, FTC settlement approved May 21, 2025; filed 2026-07-31 · Filed 31/07/2026
Pursuant to the settlement agreement and related order, GoDaddy is required to comply with specific requirements, including those related to the security of our hosting services, for at least 20 years.
June 2026 Form 10-Q, FTC order and security obligations; filed 2026-07-31 · Filed 31/07/2026
Average revenue per user (ARPU). We calculate ARPU as total revenue during the preceding 12 month period divided by the average of the number of total customers at the beginning and end of the period.
2025 Form 10-K, ARPU definition; filed 2026-02-25 · Filed 25/02/2026
From time to time, we have changed our overall pricing model and the various price points of our solutions, and we expect to do so in the future.
June 2026 Form 10-Q, implemented pricing changes; filed 2026-07-31 · Filed 31/07/2026
While we do not currently do so, we have the discretion to impose service fees on our customers in the future.
June 2026 Form 10-Q, discretion to impose service fees; filed 2026-07-31 · Filed 31/07/2026
We have no control over ICANN, Verisign or other domain name registries and cannot predict their future fee structures.
June 2026 Form 10-Q, lack of control over registry fees; filed 2026-07-31 · Filed 31/07/2026
Department of Commerce, has previously been given the right to annually increase prices, subject to certain limitations, and it has done so several times in recent years, including to the current .com list price of $10.26 and the upcoming increase to $10.97 effective November 1, 2026.
June 2026 Form 10-Q, registry price increases, including scheduled November 2026 increase; filed 2026-07-31 · Filed 31/07/2026
Our subscriptions can range from monthly terms to multi-annual terms of up to ten years, depending on the product.
June 2026 Form 10-Q, subscription contract durations; filed 2026-07-31 · Filed 31/07/2026
Consolidated Statements of Operations (In millions, except shares in thousands and per share amounts) Year Ended December 31, 2025 2024 2023 Revenue: Applications and commerce $ 1,889.0 $ 1,653.0 $ 1,430.4 Core platform 3,062.1 2,920.2 2,823.7 Total revenue 4,951.1 4,573.2 4,254.1 Costs and operating expenses(1): Cost of revenue (excluding depreciation and amortization) 1,801.5 1,652.0 1,573.6 Technology and development 841.5 814.4 839.6 Marketing and advertising 375.1 356.9 352.9 Customer care 289.1 287.5 304.5 General and administrative 388.9 394.2 374.0 Restructuring and other 11.1 39.4 90.8 Depreciation and amortization 116.6 135.3 171.3 Total costs and operating expenses 3,823.8 3,679.7 3,706.7 Operating income 1,127.3 893.5 547.4 Interest expense (151.0) (158.3) (179.0) Gain (loss) on debt extinguishment 1.4 (4.6) (1.5) Other income (expense), net 42.3 34.8 36.9 Income before income taxes 1,020.0 765.4 403.8 Benefit (provision) for income taxes (145.0) 171.5 971.8 Net income 875.0 936.9 1,375.6 Less: net income attributable to non-controlling interests — — 0.8 Net income attributable to GoDaddy Inc.
2025 Form 10-K, consolidated statements of operations, 2023–2025; filed 2026-02-25 · Filed 25/02/2026
Consolidated Statements of Cash Flows (In millions) Year Ended December 31, 2025 2024 2023 Operating activities Net income $ 875.0 $ 936.9 $ 1,375.6 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization 116.6 135.3 171.3 Equity-based compensation 317.8 299.9 296.3 Deferred taxes 157.4 (189.7) (993.2) Other 29.6 44.1 67.1 Changes in operating assets and liabilities: Prepaid domain name registry fees (35.1) (42.3) (41.9) Accounts payable (14.5) (65.5) 28.3 Accrued expenses and other current liabilities 2.8 0.3 56.2 Deferred revenue 206.8 235.4 149.2 Other operating assets and liabilities (57.0) (66.7) (61.3) Net cash provided by operating activities 1,599.4 1,287.7 1,047.6 Investing activities Maturities (purchases) of short-term investments — 40.0 (40.0) Purchases of intangible assets — — (35.4) Purchases of property and equipment (23.9) (26.6) (42.0) Other investing activities, net (1.2) 8.1 15.0 Net cash provided by (used in) investing activities (25.1) 21.5 (102.4) Financing activities Proceeds received from: Issuance of term loans — 4,214.8 1,759.9 Issuance of Class A common stock under employee stock purchase plan 30.5 31.8 30.0 Payments made for: Repurchases of Class A common stock (1,601.9) (676.5) (1,270.2) Repayment of term loans (24.6) (4,237.1) (1,786.3) Other financing activities 8.9 (10.4) 4.9 Net cash used in financing activities (1,587.1) (677.4) (1,261.7) Effect of exchange rate changes on cash and cash equivalents 4.7 (1.6) 1.3 Net increase (decrease) in cash and cash equivalents (8.1) 630.2 (315.2) Cash and cash equivalents, beginning of period 1,089.0 458.8 774.0 Cash and cash equivalents, end of period $ 1,080.9 $ 1,089.0 $ 458.8 Cash paid during the period for: Interest on long-term debt, including impact of interest rate swaps $ 139.5 $ 150.2 $ 169.8 Amounts included in the measurement of operating lease liabilities $ 34.5 $ 39.7 $ 44.4 Supplemental disclosure of non-cash transactions Operating lease assets obtained in exchange for operating lease obligations $ 2.1 $ 11.5 $ 8.3 See accompanying notes to consolidated financial statements.
2025 Form 10-K, consolidated statements of cash flows, 2023–2025; filed 2026-02-25 · Filed 25/02/2026
Future minimum obligations under these non-cancelable agreements with initial terms in excess of one year at December 31, 2025 are as follows: Year Ending December 31: 2026 $ 529.0 2027 546.1 2028 406.6 2029 14.0 2030 2.3 Thereafter 3.8 $ 1,501.8 Litigation From time-to-time, we are a party to litigation and subject to claims, suits, regulatory and government investigations, other proceedings and consent decrees in the ordinary course of business, including intellectual property claims, putative and certified class actions, commercial and consumer protection claims, labor and employment claims, breach of contract claims and other asserted and unasserted claims.
2025 Form 10-K, non-cancelable vendor commitments; filed 2026-02-25 · Filed 25/02/2026
During the six months ended June 30, 2026, we repurchased a total of approximately 9.6 million shares of our Class A common stock, which were retired upon repurchase, for an aggregate purchase price of $833.6 million.
June 2026 Form 10-Q, completed share repurchases and retirement; filed 2026-07-31 · Filed 31/07/2026
Consolidated Statements of Cash Flows (unaudited)
(In millions)
Six Months Ended June 30,
2026
2025
Operating activities
Net income
$
454.7
$
419.4
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization
37.5
61.4
Equity-based compensation
145.5
161.4
Deferred taxes
130.8
64.7
Other
16.6
18.7
Changes in operating assets and liabilities:
Prepaid domain name registry fees
(35.3)
(43.1)
Accounts payable
55.6
(0.4)
Accrued expenses and other current liabilities
(39.9)
(34.7)
Deferred revenue
193.4
223.8
Other operating assets and liabilities
(44.9)
(86.6)
Net cash provided by operating activities
914.0
784.6
Investing activities
Purchases of property and equipment
(9.7)
(7.7)
Other investing activities
—
(2.3)
Net cash used in investing activities
(9.7)
(10.0)
Financing activities
Repurchases of Class A common stock
(824.4)
(792.5)
Other financing activities
(4.1)
10.8
Net cash used in financing activities
(828.5)
(781.7)
Effect of exchange rate changes on cash and cash equivalents
(1.2)
4.8
Net increase (decrease) in cash and cash equivalents
74.6
(2.3)
Cash and cash equivalents, beginning of period
1,080.9
1,089.0
Cash and cash equivalents, end of period
$
1,155.5
$
1,086.7
100 S.
Second-quarter 2026 earnings release, six-month consolidated cash flows; filed 2026-07-30 · Filed 30/07/2026
CEO Other NEOs (average) 6 About GoDaddy Proxy Summary Board and Governance Matters Executive Compensation Audit Matters Other Management Proposals Other Information Compensation Program Elements Base Salary (Fixed) Establishes competitive pay that properly incentivizes executive officers’ day-to-day responsibilities Targeted at competitive levels and based on past experience and expected future contributions 2025 Short-Term Incentive Plan (Variable) Provides appropriate incentives for our executive officers to work collaboratively as a team to achieve important financial, business and strategic goals in our operating plan and to reward individual contributions; for the 2025 STIP, the Compensation Committee chose to move from four to two corporate performance metrics, utilizing NEBITDA and Bookings, weighted equally, and discontinuing the use of revenue and unlevered free cash flow 80% - Corporate Performance Goal •50% NEBITDA •50% Bookings 20% - Individual Performance Goal 2025 Long-Term Incentive Plan (Variable) Strengthens the alignment between the interests of our executive officers and those of our stockholders by tying vesting of awards to achievement of relative total stockholder return (“rTSR”), which incentivizes driving long-term stockholder value and promotes executive officer retention by linking vesting to continued employment 50% Performance Stock Units (“PSUs”) •100% rTSR performance metric measured against the Nasdaq Internet Index •Cliff vest after a 3-year performance period 50% Restricted Stock Units (“RSUs”) •Vest quarterly over 3-years For more information about our compensation program, please review our Compensation Discussion and Analysis beginning on page 33.
2026 proxy, actual 2025 short-term and long-term compensation design; filed 2026-04-24 · Filed 24/04/2026
The following list highlights our compensation practices: WHAT WE DO WHAT WE DON’T DO Annual “Say-on-Pay” vote Cap on maximum payouts for each NEO under our short-term incentive plan Independent compensation consultant engaged by the Compensation Committee Equity ownership guidelines for our CEO (6X annual base), other executive officers (2X annual base) and non-employee directors (5X annual cash retainer) Clawback policies on incentive compensation Ongoing engagement with our stockholders regarding our compensation practices Annual compensation review and risk assessment No hedging of shares by officers or directors under any circumstances No pledging of shares by officers, directors or employees No tax gross-ups to cover excise taxes No resetting of performance targets No “single trigger” change in control payments No excessive perquisites No evergreen provisions in our equity plan Given the positive Say-on-Pay result at our 2024 annual meeting and perspectives from stockholder engagement, the Compensation Committee approved a 2025 compensation program with similar core design features as the 2024 program, with one important change to the short-term incentive plan.
2026 proxy, ownership guidelines, clawbacks and hedging restrictions; filed 2026-04-24 · Filed 24/04/2026
The awards, which are presented in the table below, provide for (i) 50% of the value to be granted in the form of PSUs that vest based on the achievement of our rTSR measured against the Nasdaq Internet Index over a three-year performance period and (ii) 50% of the value to be granted in the form of RSUs that time-vest quarterly over three years.
2026 proxy, approved 2026 executive award structure; filed 2026-04-24 · Filed 24/04/2026
The table below sets forth the total award value and number of shares of our common stock underlying the grants made to our NEOs in 2026.
2026 proxy, disclosure of grants made to executives in 2026; filed 2026-04-24 · Filed 24/04/2026
The following table summarizes stock award activity: Number of Shares of Class A Common Stock (#) Outstanding at December 31, 2025 3,064 Granted: RSUs 2,722 Granted: TSR-based PSUs 255 TSR-based PSU achievement above target 47 Vested (1,390) Forfeited (242) Outstanding at June 30, 2026(1) 4,456 _________________________________ (1)The balance of outstanding awards consisted of the following: Number of Shares of Class A Common Stock (#) Weighted- Average Grant- Date Fair Value Per Share ($) RSUs 3,885 110.71 TSR-based PSUs 571 163.71 Outstanding at June 30, 2026 4,456 11 Table of Contents As of June 30, 2026, total unrecognized compensation expense related to non-vested equity grants was $400.1 million with an expected remaining weighted-average recognition period of 2.2 years.
June 2026 Form 10-Q, actual equity grants, vesting and outstanding awards; filed 2026-07-31 · Filed 31/07/2026
The following list highlights our corporate governance practices: Independent Board Chair 100% independent committee members Annual election of directors Majority vote standard for director elections with director resignation policy No supermajority voting requirement Robust Board, committee and director self-evaluation process Board guidelines related to service on other public company boards and audit committees Disclosure of director skills matrix on an individual basis Responsive stockholder engagement program Robust and deliberate succession planning process Code of Business Conduct and Ethics for directors, officers and employees Annual review of committee charters and governance policies Regular meetings of independent directors without management Formalized Governance Committee oversight of sustainability matters Formalized Compensation Committee oversight of human capital management Formalized Audit Committee oversight of cybersecurity For more information about our Board, including their biographical information, please see the section “Director Nominees” beginning on page 10.
2026 proxy, board independence and governance practices; filed 2026-04-24 · Filed 24/04/2026
These changes include: Governance Proxy Disclosure •Declassified the Board with annual elections •Formalized Board-level oversight of human capital management with the Compensation Committee •Formalized Board-level oversight of sustainability matters with the Governance Committee •Removed the supermajority vote requirement to amend our charter and bylaws •Adopted majority vote standard for director elections •Expanded disclosures related to our Board skills, director onboarding and continuing director education •Expanded disclosures related to annual highlights of each committee •Enhanced disclosures regarding Board and committee self-assessment processes •Enhanced disclosure related to the Board’s oversight of cybersecurity and AI Executive Compensation Environmental and Social •Significantly increased disclosures in our CD&A in recent years, including disclosure of individual achievements and CEO compensation scorecard •Removed evergreen provisions beginning in 2023 from our 2015 equity and employee stock purchase plans and instituted new plans without evergreen provisions in 2024 •Updated our STIP metrics to align executive compensation with the Company’s business strategy •Achieved our first Scope 1 and 2 market-based emissions reduction target by 50% in 2023, from a 2019 baseline, and announced a new emissions reduction target in 2025 •Maintained an ~88% reduction in our Scope 1 and 2 market-based emissions from our 2019 baseline in 2025 •Joined the UN Global Compact to further drive commitment to sustainability •Published our EEO-1 data 26 About GoDaddy Proxy Summary Board and Governance Matters Executive Compensation Audit Matters Other Management Proposals Other Information Other Governance Policies Communications with the Board of Directors Stockholders or other interested parties may communicate directly with the Board, the Board Chair, any of the Company’s other non-management directors or the non-management directors as a group by mailing correspondence to the Company’s Corporate Secretary at GoDaddy Inc., 100 S.
2026 proxy, implemented governance changes; filed 2026-04-24 · Filed 24/04/2026
As part of our assessment of the effectiveness of our internal control over financial reporting as of December 31, 2024, management has performed adequate testing to conclude that the material weakness in the design of our controls related to the accounting for income taxes and related disclosures with regard to management review controls and the completeness and accuracy of information used in the execution of those controls identified in the prior fiscal year has been remediated as of December 31, 2024.
2024 Form 10-K, tax-control material weakness remediated December 31, 2024; filed 2025-02-20 · Filed 20/02/2025
(the “Company”) held on June 3, 2026 (the “Annual Meeting”), the Company’s stockholders approved the adoption of the GoDaddy Inc.
June 2026 Form 8-K, June 3 stockholder approval of amended plan; filed 2026-06-05 · Filed 05/06/2026
Amended and Restated 2024 Omnibus Incentive Plan (the “Amended Plan”) pursuant to which the number of authorized shares of Class A Common Stock issuable thereunder was increased by 3,116,000 shares.
June 2026 Form 8-K, amended plan and additional authorized shares; filed 2026-06-05 · Filed 05/06/2026
•Airo continued to gain traction, reaching an annualized bookings run rate of $50 million, five times the $10 million shared one quarter ago, as customer adoption and engagement continues to build.
Second-quarter 2026 earnings release, Airo annualized bookings run rate; filed 2026-07-30 · Filed 30/07/2026
ANS is intended to extend GoDaddy's role in supporting the open internet, and over time may present opportunities to offer additional services and partnerships related to agent identity and management.
2025 Form 10-K, potential ANS opportunities; filed 2026-02-25 · Filed 25/02/2026
Our competitors include providers of domain registration services, web-hosting solutions, website creation and management solutions, e-commerce enablement providers, payment facilitation providers, cloud computing service and online security providers, alternative web presence and marketing solutions providers and providers of productivity tools such as business-class email.
June 2026 Form 10-Q, generic competitor categories; filed 2026-07-31 · Filed 31/07/2026
While VeriSign has not publicly announced whether it will become a registrar, if it were to do so, it would become one of our competitors in this space, which could have a negative impact on our business and industry.
2023 Form 10-K, conditional potential registrar entry by VeriSign; filed 2024-02-29 · Filed 29/02/2024
