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GoDaddy GDDY Applications and Commerce — Deferred Revenue

Other segment segments

Core Platform
$1.56B+4.5%

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BBYDeferred revenue — Contract with Customer, Liability, Current
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GSATReportable Legal Entities — Deferred Revenue Current
$23.38M+20.8%
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TYLOperating Segments — Deferred Revenue
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UHAL.BOperating Segments — Deferred Revenue

Other financials

Income statement

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Revenue$1.3B+6.1%
Gross profit$807.8M+7.2%
Operating income$310.5M+25.6%
Net income$214.6M-2.2%
EPS (diluted)$1.60+6.0%

Balance sheet

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Cash & equivalents$1.3B+75.4%
Total debt$3.8B-1.0%
Total equity$237.3M+18.8%
Total assets$8.2B+4.0%

Cash flow

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Operating cash flow$471.5M+16.5%
CapEx$4.6M+27.8%
Free cash flow$466.9M+16.4%

Valuation

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Market cap$10.2B-56.7%
Enterprise value$12.79B-52.5%
P/E11.7×-19.5×
P/S-3.0×

Profitability

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Gross margin63.8%-0.2pp
Operating margin23.7%+3.0pp
Net margin17.3%+1.1pp
FCF margin32.7%+3.3pp

Returns & leverage

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Return on equity398.2%+153pp
Debt / equity16.2×-3.2×
Current ratio0.7×+0.1×

Where this comes from

Reported directly by GoDaddy in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: GoDaddy’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is GoDaddy's applications and commerce — deferred revenue?
GoDaddy (GDDY) reported applications and commerce — deferred revenue of $928.6M in Q1 2026.
How has GoDaddy's applications and commerce — deferred revenue changed year-over-year?
GoDaddy's applications and commerce — deferred revenue increased by 9.2% year-over-year, from $850.3M to $928.6M.
What is the long-term trend for GoDaddy's applications and commerce — deferred revenue?
Over 3 years (2022 to 2025), GoDaddy's applications and commerce — deferred revenue has grown at a 12.2% compound annual growth rate (CAGR), from $2.47B to $3.49B.
What does applications and commerce — deferred revenue mean?
Money collected from customers for services that have not yet been provided.
How do you interpret applications and commerce — deferred revenue?
An increase indicates strong future demand and growing subscription bookings.
How does applications and commerce — deferred revenue compare across companies?
Standard metric for subscription-based businesses and SaaS providers.