GoDaddy's third quarter revenue of $1.34B beat estimates as AI-driven Airo bookings doubled

GoDaddy delivered third quarter 2026 revenue of $1.34 billion, a 6% year-over-year increase, and diluted EPS of $2.08, both exceeding analyst expectations. Growth was supported by continued momentum in the Applications & Commerce segment and steady performance in the Core Platform.

Key Highlights

• Momentum in AI adoption accelerated as the Airo platform reached an annualized bookings run rate of over $100 million, more than doubling its performance from the prior quarter.
• Applications and Commerce revenue grew 9% year-over-year to $524.3 million, driven by demand for higher-value digital solutions and commerce integration.
• Profitability expanded with a Normalized EBITDA margin of 33.5%, leading the company to expect full-year revenue to land at the higher end of its $5.215 billion to $5.255 billion range.