Q4 2023 & Full Year Financial Results February 13, 2024 Billie Dumaliang ...

财务数据和关键指标变化 - 2023年第四季度收入达到11亿美元,同比增长6% [24][31] - 2023年全年收入达到43亿美元,同比增长4% [40] - 2023年第四季度应用和商务(A&C)分部收入增长13%至3.77亿美元,全年增长12%至14亿美元 [25][41] - 2023年第四季度核心平台(Core Platform)分部收入增长2%至7.23亿美元,全年收平 [27][41] - 2023年第四季度归一化EBITDA增长22%至3.24亿美元,全年增长12%至11亿美元 [33][42] - 2023年第四季度自由现金流增长51%至3.05亿美元,全年增长12%至11亿美元 [37][42] - 2023年第四季度每股自由现金流增长21%至7.50美元,全年增长12%至9美元 [37][45] 各条业务线数据和关键指标变化 - 域名业务收入增长4%,域名预订增长7% [27][32] - 托管业务收入下降11%,公司正在整合和优化该业务 [29][30] - 二手域名市场(Aftermarket)收入增长14%至1.18亿美元 [28] - 应用和商务分部EBITDA利润率达44%,较上年同期提升300个基点 [25] - 核心平台分部EBITDA利润率达32%,较上年同期提升250个基点 [27] 各个市场数据和关键指标变化 - 国际收入增长4%至3.54亿美元 [31] - 公司正在测试Airo在国际市场的推广,取得了初步成功 [99] 公司战略和发展方向及行业竞争 - 公司聚焦于应用和商务(A&C)分部的利润率提升和收入增长 [7][10] - 推出Airo统一的软件平台,提升客户体验和产品捆绑销售 [8][11][12][19] - 加强支付解决方案的销售,2023年支付总交易额增长125% [20] - 未来将重点发展订阅收入型的全渠道商务解决方案 [20][21] - 持续优化成本结构,包括技术开发、客户服务等方面 [13][14][15][36] 管理层对经营环境和未来前景的评论 - 公司客户群体中小企业保持韧性,需求保持强劲 [59] - 公司有信心在2024年实现约31%的归一化EBITDA利润率 [34][44][47] - 公司预计2024年总收入增长超6%,应用和商务分部收入增长低至中个位数,核心平台分部收入增长低个位数 [43] - 公司预计2024年自由现金流至少达12亿美元,每股自由现金流约9美元,同比增长20% [45] 问答环节重要的提问和回答 问题1 **Naved Khan 提问** 询问宏观经济环境对公司的影响 [57] **Aman Bhutani 回答** 公司客户群体中小企业保持韧性,需求保持强劲 [59] 问题2 **Zach Morrissey 提问** 询问Airo的推广计划和对2024年指引的影响 [68][80] **Aman Bhutani 和 Mark McCaffrey 回答** 公司正在快速推广Airo,预计2024年将覆盖大部分新客户,并逐步渗透到现有客户群体 [70][71][99] Airo有助于提升产品捆绑销售,预计将推动应用和商务分部的收入增长 [80][82] 问题3 **Elizabeth Porter 提问** 询问2024年收入指引的具体构成 [130] **Mark McCaffrey 回答** 2024年收入指引考虑了一些负面因素,如部分非核心业务的下滑,但也有一些积极因素,如域名业务的持续增长 [131][132][133]

GoDaddy (GDDY) reported $1.1 billion in revenue for the quarter ended December 2023, representing a year- over-year increase of 5.8%. EPS of $1.08 for the same period compares to $0.62 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.1 billion, representing a surprise of -0.11%. The company delivered an EPS surprise of +4.85%, with the consensus EPS estimate being $1.03. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

Wall Street analysts expect GoDaddy (GDDY) to post quarterly earnings of $1.03 per share in its upcoming report, which indicates a year-over-year increase of 66.1%. Revenues are expected to be $1.1 billion, up 5.9% from the year-ago quarter. Over the last 30 days, there has been an upward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. B ...

The market expects GoDaddy (GDDY) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

GoDaddy与ENS合作 - GoDaddy与以太坊名称服务（ENS）合作，允许用户免费将其GoDaddy域名与ENS名称无缝连接[1] - 用户可以通过连接DNS和ENS，同时享受GoDaddy的安全性和可靠性以及ENS的区块链基础设施的优势[2] - ENS部署了新的智能合约，使域名在ENS中的解析过程在DNS顶级域（TLD）级别进行，实现了无缝过渡，帮助用户免费连接域名[3]

GoDaddy公司首次公开募股(IPO) - GoDaddy公司在2015年4月1日在纽约证券交易所进行了首次公开募股(IPO)[1] Starboard Value的投资和建议 - Starboard Value是一家激进投资者，持有GoDaddy公司超过6%的股份，并敦促公司设定具体和现实的增长目标，提供更多关于如何改善利润率的细节[2] - Starboard认为GoDaddy应该在2025财年至少实现40%的增长和盈利能力，同时继续回购被低估的股票[5] - Starboard相信GoDaddy可以在本财年实现每股9美元的自由现金流，到2026财年达到每股14美元，这些目标高于FactSet数据显示的2023财年自由现金流每股6.1美元[8] - Starboard指出，相对于同行公司，GoDaddy的估值仍然大幅折价，仅高于TeraData和Box两家公司[7] - Starboard在2021年开始持有GoDaddy的股份，并于去年9月向公司发出第一封公开信，此次信函发送给了CEO和CFO以及董事会[9] - Starboard Value被广泛认为是一家领先的激进投资者，专注于改善运营和积极与管理层互动，近年来已在多家公司展开活动，包括Box、Bloomin' Brands和Salesforce[10]

Starboard对GoDaddy的看法 - Starboard认为GoDaddy的增长和盈利能力仍有显著改善机会[1] - Starboard认为公司最近披露的盈利目标改善是朝着正确方向迈出的一步[1] - Starboard认为GoDaddy仍被低估，存在显著股东价值创造机会[1] - Starboard打算密切关注公司即将举行的2023财年第四季度财报电话会议和2024年3月的投资者日，以确保为近期、中期和长期设定适当的运营和财务目标[1]

TEMPE, Ariz., Jan. 22, 2024 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today announced Go Daddy Operating Company, LLC and GD Finance Co, LLC (each, a subsidiary of GoDaddy Inc. and together, the "Borrowers") closed the previously announced credit agreement refinancing. In connection with the closing, the Borrowers entered into a Tenth Amendment (the "Tenth Amendment") to the Second Amended and Restated Credit Agreement, dated as of February 15, 2017 (as amended, restated, supplemented or otherwise modified, ...

TEMPE, Ariz., Jan. 10, 2024 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today announced Go Daddy Operating Company, LLC and GD Finance Co, LLC (together with Go Daddy Operating Company, LLC, the "Borrowers") allocated a $1,752 million tranche (the "Replacement Term Loans") of term loans maturing in 2029, the proceeds of which will be used to refinance all outstanding Tranche B-5 Term Loans under the Second Amended and Restated Credit Agreement, dated as of February 15, 2017 (as amended, restated, supplemented ...