GDDY — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-07-31

• (1) The constant currency impact is set forth in "Reconciliation of Constant Currency" below, and a further discussion of constant currency is set forth in "Quantitative and Qualitative Disclosures about Market Risk."

• (2) A reconciliation of Normalized EBITDA to net income, its most directly comparable GAAP financial measure, is set forth in "Reconciliation of NEBITDA" below.

• $% of Total Revenue$% of Total Revenue$% of Total Revenue$% of Total Revenue

• A discussion of constant currency is set forth in "Quantitative and Qualitative Disclosures about Market Risk." The following table provides a reconciliation of constant currency:

• The $50.3 million, or 3.3%, increase in Core revenue for the six months ended June 30, 2026 was driven by $45.5 million growth in domain registration and add-on revenues and $11.9 million growth in aftermarket revenue.

Text removed vs the prior filing · source: 10-Q · 2026-05-01

• (Throughout the tables and this discussion and analysis, dollars are in millions, excluding average revenue per user (ARPU), and shares are in thousands.)

• (1) Discussion of constant currency is set forth in "Quantitative and Qualitative Disclosures about Market Risk".

• (2) Net income for the three months ended March 31, 2025 included a one-time benefit for the recognition of an uncertain tax position of $34.6 million.

• (3) A reconciliation of Normalized EBITDA to net income, its most directly comparable GAAP financial measure, is set forth in "Reconciliation of NEBITDA" below.

• Cost of revenue (excluding depreciation and amortization)459.1 36.2 %440.5 36.9 %

Text added vs the prior filing · source: 10-Q · 2026-07-31

• •poor macroeconomic or business conditions that affect our customers.

• In addition to threats from external threat actors, we face internal cybersecurity threats related to our own operations. These threats include human error, intentional misconduct, or accidental failures, including when using authorized or

• unauthorized third-party LLM providers and AI systems. We have experienced, and may continue to experience, internal cybersecurity incidents as a result of conduct within our organization. While to date these incidents have not been material and we continue to invest in our cybersecurity defenses to…

• We believe our focus on high-quality customer care is critical to retaining, expanding and further penetrating our customer base, including generating additional sales of products to our customers. Our GoDaddy Guides have historically contributed significantly to our total bookings. For the years en…

• We have invested and will continue to invest in our partnerships to provide these product offerings and tools to our customers, to assist us in expanding the suite of solutions and tools we can offer to our customers and to help us attract new customers and retain and grow our existing customers. De…

Text removed vs the prior filing · source: 10-Q · 2026-05-01

• •poor business conditions for our customers or poor general macroeconomic conditions.

• In addition to threats from external threat actors, we face internal cybersecurity threats related to our own operations. These threats may include human error, intentional misconduct, or accidental failures, including when using third-party LLMs providers and AI systems. Although we have made inves…

• If our cybersecurity defenses (or those of our third-party service providers) are insufficient to prevent a cybersecurity incident, we may experience significant data loss or exposure, business disruption, substantial costs, reputational harm, and liability. Any actual or suspected cybersecurity inc…

• We believe our focus on high-quality customer care is critical to retaining, expanding and further penetrating our customer base, including generating additional sales of products to our customers. Our GoDaddy Guides have historically contributed significantly to our total bookings. For the years en…

• and 9% of our total bookings, respectively, were generated from the sale of product subscriptions by our GoDaddy Guides. Most of our current offerings are designed for customers who often self-identify as having limited to no technology skills. Our customers may depend on our GoDaddy Guides to guide…