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GoDaddy GDDY Applications and Commerce — Deferred Revenue

Other segment segments

Core Platform
$1.56B+4.5%

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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$11.62B-47.3%
Enterprise value$14.21B-42.8%
P/E13.4×-13.9×
P/S2.3×-2.3×

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

See full
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 source filing: GoDaddy’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 6:01 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001609711-26-000037
Line itemMarch 31, 2026December 31, 2025
Current:
Applications and Commerce$928.6$875.2
Core Platform1,557.91,509.0
$2,486.5$2,384.2
Noncurrent:
Applications and Commerce$224.3$217.8
Core Platform739.8717.1
$964.1$934.9

Item 1. Financial Statements

FAQ

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?
This represents payments received from customers for services in the Applications and Commerce segment that have not yet been earned or delivered. Because these services are often sold on a subscription basis, this liability reflects future revenue that will be recognized over the remaining contract term. It is a key indicator of future revenue visibility and customer commitment.

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