GoDaddy Inc. reported its financial results for the third quarter ended September 30, 2026, highlighting continued revenue growth and strong cash generation. The company announced total revenue of $1.3 billion, representing a 6% year-over-year increase on both a reported and constant currency basis. Total bookings for the quarter were $1.4 billion, also up 6% year-over-year.
Revenue was driven by growth in both the Applications and Commerce (A&C) and Core Platform segments. A&C revenue grew 9% year-over-year to $524.3 million, while Core Platform revenue increased 4% year-over-year to $817.5 million. International revenue for the quarter was $435.5 million, up 3.1% year-over-year.
On the profitability side, GoDaddy reported operating income of $362.5 million, a 22% increase from the prior year, resulting in a 27% operating margin. Net income reached $261.8 million, with a net income margin of 20%. The company also reported Normalized EBITDA (NEBITDA) of $449.3 million, up 10% year-over-year with a 33% margin.
GoDaddy generated significant cash flow, with net cash provided by operating activities totaling $487.7 million, up 9.8% year-over-year. Free cash flow for the quarter was $480.8 million, an increase of 9.1% compared to the prior year.
The company highlighted the progress of its AI transformation, specifically its Airo product. Airo’s annualized bookings run rate exceeded $100 million, more than doubling the $50 million reported one quarter ago. Additionally, GoDaddy expanded its Developer Platform with agent-friendly APIs for hosting, professional email, and commerce.
As of September 30, 2026, GoDaddy had 20.5 million total customers, an increase of 40,000 during the quarter and 75,000 since December 31, 2025. The company also repurchased 15.7 million shares of its common stock for an aggregate purchase price of $1.4 billion through October 26, 2026, resulting in a 12% gross reduction in fully diluted shares outstanding.
For the full year ending December 31, 2026, GoDaddy expects to finish toward the higher end of its revenue range of $5.215 billion to $5.255 billion, representing year-over-year growth of 6% at the midpoint. The company reaffirmed its NEBITDA margin target of over 33% and its free cash flow target of approximately $1.8 billion for the full year.
