종목/GDDY
GoDaddy Inc.
Q2 2026: Total revenue $1.285 billion to $1.305 billion. Full year 2026: Total revenue $5.195 billion to $5.275 billion. Q2 A&C: low double-digits growth; Q2 Core: low single-digits growth. Full year NEBITDA margin: >33% (Q2 NEBITDA margin ~33%). Full year free cash flow target: approximately $1.8 billion.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally. It operates in two segments: Applications and Commerce (A&C), and Core Platform (Core). The A&C segment offers applications products, including Websites + Marketing, a mobile-optimized online tool that enables customers to build websites and e-commerce enabled online stores; and Managed WordPress, a streamlined and optimized website building that allows customers to build and manage a WordPress site; marketing tools and services, such as GoDaddy Studio and search engine optimization designed to help businesses acquire and engage customers and create content; and digital marketing services include email marketing, reputation management, and development of brand guides. This segment also offers Microsoft 365 that connects to customers' domains; email service plans with a multi-feature web interface; email backup, encryption, archiving, and other advanced e-mail security services; added security functionality services; GoDaddy Payments, a payment facilitator that enables customers to accept various forms of payments; Smart Terminal, a dual screen all-in-one point-of-sale system that allows customers to manage in-store inventory and product catalogs and accept payments; payment acceptance solutions; and online store capabilities. The Core segment offers domain products, including primary registrations, domain aftermarket platform, and domain name add-ons, as well as GoDaddy Registry, a provider of domain name registry services; and hosting and security services comprising shared website hosting and virtual private servers, as well as security products with a suite of tools designed to help secure customers' online presence; and SSL certificates. The company serves small businesses, individuals, organizations, developers, designers, and domain investors. GoDaddy Inc. was founded in 1997 and is headquartered in Tempe, Arizona.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 30일 (목) | 2026 Q1 | $1.58 | $1.60 | +1.2% | $1.27B | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
결과는 대체로 컨센서스 대비 '비교적 긍정적' 수치(매출 및 NEBITDA 강세, 견조한 FCF)로 해석될 가능성이 크다. 다만 순이익은 전년 대비 소폭 감소했고(전년 일회성 세금혜택 영향), 높은 부채 잔액이 남아 있어 보수적 투자자에게는 리스크로 작용할 수 있다.