GoDaddy reported higher revenue and bookings for the third quarter, alongside faster growth in operating income and net income. The company also said its AI-powered Airo product is gaining traction and is beginning to add to bookings growth, while it expands tools for developers and AI agents.
For the three months ended Sept. 30, revenue was about $1.3 billion, up 6% from a year earlier. GoDaddy said it is continuing to prioritize profitable growth and cash generation as it invests in those products and returns capital to shareholders.
Key details
- Bookings rose 6% to $1.4 billion, also up 6% on a constant-currency basis. Revenue growth was the same on both a reported and constant-currency basis.
- Applications and Commerce revenue increased 9% to $524.3 million. This business includes GoDaddy’s commerce and related applications offerings.
- Core Platform revenue grew 4% to $817.5 million.
- Operating income climbed 22% to $362.5 million, a margin of 27%.
- Net income rose 24% to $261.8 million, a margin of 20%.
- Normalized EBITDA reached $449.3 million, up 10%, with a 33% margin. GoDaddy identifies this as a non-GAAP measure.
- Cash generation strengthened: cash from operations was $487.7 million, up 10%, while free cash flow was $480.8 million, up 9%.
- Airo’s annualized bookings run rate exceeded $100 million, more than double the $50 million figure GoDaddy cited one quarter earlier. The company said Airo incrementally contributed to bookings growth in the quarter. The run rate is a bookings measure, not reported revenue.
- GoDaddy expanded its Developer Platform with APIs for hosting, professional email and commerce, following a domain API launch in the prior quarter. The company says the tools are designed to let developers and AI agents turn code into live businesses.
- Customer count was 20.5 million, up 40,000 during the quarter and 75,000 since Dec. 31, 2025.
- CEO Aman Bhutani described Airo as GoDaddy’s flagship website product and said the company is expanding its capabilities and platform reach. CFO Mark McCaffrey said the results support continued shareholder returns, but the announcement gave no specific return amount or new program details.
Plain-English implications
GoDaddy’s profit and cash-flow growth outpaced its 6% revenue growth in the quarter. Airo’s rising bookings run rate and its reported contribution to bookings growth show increasing commercial traction, while the new APIs extend the company’s push to serve developers and AI-driven business creation. GoDaddy linked its cash generation to continued shareholder returns, without specifying a change to its capital-return plans.