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GoDaddy GDDY Core Platform — Deferred Revenue

Other segment segments

Applications and Commerce
$928.6M+9.2%

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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

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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 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 core platform — deferred revenue?
GoDaddy (GDDY) reported core platform — deferred revenue of $1.56B in Q1 2026.
How has GoDaddy's core platform — deferred revenue changed year-over-year?
GoDaddy's core platform — deferred revenue increased by 4.5% year-over-year, from $1.49B to $1.56B.
What is the long-term trend for GoDaddy's core platform — deferred revenue?
Over 3 years (2022 to 2025), GoDaddy's core platform — deferred revenue has grown at a 3.9% compound annual growth rate (CAGR), from $5.4B to $6.05B.
What does core platform — deferred revenue mean?
This represents payments received from customers for services not yet performed, such as multi-year domain registrations or hosting contracts. It acts as a liability on the balance sheet that will be recognized as revenue over the remaining term of the service agreement. It is a key indicator of future revenue visibility and customer commitment.

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