Every material Form 8-K GoDaddy filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
GoDaddy reported its third quarter 2026 financial results, highlighting total revenue of $1.3 billion and net income of $261.8 million. The company advanced its AI transformation, noting that its Airo product exceeded an annualized bookings run rate of $100 million.
Total revenue reached $1.3 billion for the quarter ended September 30, 2026, representing a 6% year-over-year increase.
Net income was $261.8 million, up 24% compared to the third quarter of 2025.
Free cash flow grew 9% year-over-year to $480.8 million.
Airo annualized bookings run rate exceeded $100 million during the quarter.
On July 31, 2026, GoDaddy subsidiaries signed an amendment that replaces their existing $1.0 billion revolving credit facility with a new $1.2 billion facility. The filing says the new facility carries a stated maturity of July 31, 2031, and keeps the same leverage covenant as the prior facility, so the change mainly affects the company's borrowing capacity and financing terms.
New revolving credit facility of $1.2 billion replaces the existing $1.0 billion facility
Margin of 1.25% to 1.75% for term SOFR, EURIBOR or SONIA-based loans, and 0.25% to 0.75% for U.S. dollar base rate loans, both based on first lien net leverage ratio
Stated maturity of July 31, 2031, with a springing maturity tied to certain term loans or debt issuances above $500 million
Covenant requires a first lien net leverage ratio of no more than 5.75:1.00 when utilization is at least 40% of commitments
GoDaddy reported second-quarter 2026 results with total revenue of $1.3 billion, up 7% year over year, and net income of $240.1 million, up 20%. The company narrowed its full-year 2026 revenue guidance to $5.215 billion to $5.255 billion and reaffirmed its free cash flow target of about $1.8 billion, while guiding third-quarter revenue growth to 5% at the midpoint.
Q2 2026 total revenue was $1,298.0 million, up 6.6% from $1,217.6 million a year earlier; operating income rose 28.6% to $342.5 million.
Q3 2026 revenue is expected at $1.315 billion to $1.335 billion, with management calling Q3 its toughest comparison period.
Full-year 2026 revenue guidance is narrowed to $5.215 billion to $5.255 billion, and free cash flow is reaffirmed at about $1.8 billion.
GoDaddy repurchased 9.8 million shares for $851.8 million year to date through July 29, 2026.
At its June 3, 2026 annual meeting, GoDaddy stockholders elected all nine director nominees to serve until the 2027 annual meeting. They also approved the Amended and Restated 2024 Omnibus Incentive Plan, which increases authorized Class A shares under the plan by 3,116,000, approved executive compensation in a non-binding advisory vote, and ratified Ernst & Young LLP as auditor for 2026. Because the plan adds shares available for equity awards, existing shareholders' ownership could be diluted over time.
Amended Plan approved: 105,669,337 for, 4,491,835 against, 470,567 abstain
Advisory say-on-pay vote approved: 101,962,417 for, 8,404,346 against, 264,976 abstain
Ernst & Young LLP ratified for year ending December 31, 2026: 111,168,218 for, 6,796,303 against
Leah Sweet drew the most against votes among nine nominees, at 3,168,349
GoDaddy reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 6% to $1.3 billion and diluted earnings per share rose to $1.60 from $1.51, while net income fell 2% to $214.6 million, which the company said was against a prior-year period that included a $34.6 million one-time tax benefit. The company reaffirmed its full-year 2026 revenue and free cash flow targets, which matters to shareholders because it signals no change to the outlook.
Total revenue of $1.3 billion, up 6% year-over-year; Applications and Commerce revenue up 12% to $498.2 million
Diluted EPS of $1.60 versus $1.51 a year earlier; net income of $214.6 million versus $219.5 million
Full-year 2026 revenue guidance of $5.195 billion to $5.275 billion reaffirmed; second-quarter revenue expected at $1.285 billion to $1.305 billion
Repurchased 3.0 million shares for $279.7 million in the quarter; free cash flow of $473.6 million, up 15%
GoDaddy reported fourth-quarter 2025 revenue of $1.3 billion, up 7% year over year, and net income of $245.1 million, up 23%. For full-year 2026, the company expects revenue of $5.195 billion to $5.275 billion, about 6% growth at the midpoint, and free cash flow of approximately $1.8 billion, compared with $1.6 billion in 2025.
Q4 2025 diluted earnings per share were $1.80, versus $1.36 a year earlier.
Full-year 2025 net income was $875.0 million, down from $936.9 million, which included a one-time, non-cash tax benefit of $34.6 million in 2025 and $267.4 million in 2024.
Q1 2026 revenue is expected in the range of $1.250 billion to $1.270 billion.
Full-year 2026 NEBITDA margin is expected to be over 33%.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every GoDaddy filing is on SEC EDGAR ↗. 8-K briefs of other companies →