GoDaddy exceeded Wall Street’s revenue and adjusted profit expectations for the second quarter. Management attributed the results to continued execution on attracting high-intent customers and leveraging its AI-powered Airo platform to drive higher retention and average order size. CEO Amanpal Singh Bhutani highlighted progress in expanding the Applications & Commerce (A&C) segment and improved operational efficiency, but also acknowledged ongoing customer count pressure, primarily from the elimination of deep discounts and customer migrations.

Is now the time to buy GDDY? Find out in our full research report (it’s free).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From GoDaddy’s Q2 Earnings Call

• Willow Miller (William Blair) asked about the A&C segment’s growth deceleration and future trajectory. CFO Mark McCaffrey responded that easier comparisons in the second half and ongoing Airo adoption should support continued growth, especially in high-value cohorts.
• George Josh Beck (Raymond James) inquired about the long-term impact of Agentic AI on GoDaddy’s web and app ecosystem. CEO Amanpal Singh Bhutani described AI as an opportunity to simplify offerings and drive both internal efficiency and customer value.
• Trevor Vincent Young (Barclays) questioned the impact of the .co registry exit and margin trends. McCaffrey clarified this was a one-off decision for profitability reasons and reaffirmed that margin expansion is expected to continue despite tougher second-half comparisons.
• Vikram Kesavabhotla (Baird) asked for updates on Ask Airo’s rollout timeline and customer count recovery. Bhutani said Ask Airo is already in testing and will expand over the next few months, while customer growth is expected as renewal pressures subside.
• Elizabeth Mary Elliott Porter (Morgan Stanley) asked about SEO challenges and opportunities for GoDaddy and its customers. Bhutani explained that diversification of marketing channels and new AI-driven SEO tools are helping to offset search changes and support customer success.

Catalysts in Upcoming Quarters

In upcoming quarters, the StockStory team will be watching (1) the broader adoption and monetization of Ask Airo and Agentic AI capabilities, (2) the effectiveness of new pricing and bundling initiatives in driving higher average revenue per user, and (3) progress in returning to overall customer growth as migration-related attrition fades. Execution on commerce product enhancements and the rollout of new partner integrations will also be key signposts.

GoDaddy currently trades at $143.60, down from $150.32 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free).

The Best Stocks for High-Quality Investors

Trump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines.

Take advantage of the rebound by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.