GDDY — what changed in the latest 10-Q
A section-by-section comparison of GDDY's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-30 vs the prior 10-Q · 2026-07-31
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +3 | −2 | ~36 | 38 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~2 | 25 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 25 |
| Legal proceedings | Text added/removed | 0 | 0 | ~2 | 25 |
| Risk factors | Text added/removed | +41 | −45 | ~66 | 222 |
| Other information | Text added/removed | 0 | 0 | ~2 | 25 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-30
Three Months Ended September 30,Nine Months Ended September 30,
The $77.2 million, or 5.7%, increase in total bookings for the three months ended September 30, 2026, and the $192.3 million, or 4.7%, increase in total bookings for the nine months ended September 30, 2026 were driven by strength in domain registration and aftermarket. Additionally, the increases w…
Net cash used in investing activities increased $19.9 million driven by registry rights application fees paid in connection with our participation in ICANN's 2026 New gTLD Program.
Text removed vs the prior filing · source: 10-Q · 2026-07-31
The $76.8 million, or 5.7%, increase in total bookings for the three months ended June 30, 2026, and the $115.1 million, or 4.2%, increase in total bookings for the six months ended June 30, 2026 were driven by continued customer adoption of our subscription-based A&C products and strength in domain…
There was no material change in net cash used in investing activities.
Risk factors
Text added vs the prior filing · source: 10-Q · 2026-10-30
Our success largely depends on our ability to continue to increase sales to new and existing customers. We cannot be assured that we will achieve increasing growth rates in future periods as our ability to increase sales to new and existing
customers and ultimately our total revenue could fluctuate as a result of a number of factors, such as lower demand or satisfaction with our solutions, the timeliness and success of new products or product enhancements, pricing of our solutions compared to our competitors, competitive conditions, cu…
We have experienced growth in recent years, due in large part to sustained subscription growth and strong levels of subscription renewals, including customers who expand their use of our integrated platform over time. Our costs associated with renewals are lower than costs associated with acquiring …
information could be retained or be used to train or improve a third-party's AI models, or could be more broadly disclosed. Any unauthorized and inadvertent disclosure of such information could impact our ability to realize the benefit of, or adequately maintain, protect and enforce our intellectual…
It is not possible to predict all risks related to the use of AI, and changes in laws, rules, directives and regulations governing AI may adversely affect our development, adoption, use, deployment and maintenance of AI or subject us to legal liability, regulatory action or brand and reputational ha…
Text removed vs the prior filing · source: 10-Q · 2026-07-31
Our success largely depends on our ability to continue to increase sales to new and existing customers. We cannot be assured that we will achieve increasing growth rates in future periods as our ability to increase sales to new and existing customers and ultimately our total revenue could fluctuate …
We have experienced growth in recent years, due in large part to sustained subscription growth and strong levels of subscription renewals, including customers who expand their use of our integrated platform over time. Our costs associated with renewals are lower than costs associated with acquiring …
reduce our operating margins in the near term and could have a material adverse effect on our business, growth prospects and operating results.
It is not possible to predict all risks related to the use of AI, and changes in laws, rules, directives and regulations governing AI may adversely affect our development, adoption, use, deployment and maintenance of AI or subject us to legal liability, regulatory action or brand and reputational ha…
use of AI, please refer to the risk factor "We face significant competition for our products, which we expect will continue to intensify, and we may not be able to maintain or improve our competitive position or market share."
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice