GoDaddy Q2 2025 Earnings Results

GoDaddy Q2 2025 Earnings Results

• 1. © 2025 GoDaddy Inc.. August 7, 2025 Q2 2025 Earnings Results Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 2. © 2025 GoDaddy Inc.. This presentation contains forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on estimates and information available to us at the time of this presentation and are not guarantees of future performance. Statements in this presentation involve risks, uncertainties and assumptions. If the risks or uncertainties materialize or the assumptions prove incorrect, our results may differ materially from those expressed or implied by such forward-looking statements. All statements other than statements of historical fact could be deemed forward-looking statements, including, but not limited to any statements regarding: our business outlook; launches of new or expansion of existing products or services, including GoDaddy Airo®; any projections of product or service availability, technology developments and innovation, customer growth, or other future events; historical results that may suggest future trends for our business; our plans, strategies or objectives with respect to future operations, partnerships and partner integrations and marketing strategy; future financial results; our ability to achieve desired synergies and vertical integration; the expected impacts of our restructuring efforts; our forecasted levels of future taxable income and ability to realize our deferred tax assets; and assumptions underlying any of the foregoing. Actual results could differ materially from our current expectations as a result of many factors, including, but not limited to: the unpredictable nature of our rapidly evolving market; fluctuations in our financial and operating results; our rate of growth; interruptions or delays in our service or our web hosting; our dependence on payment card networks and acquiring processors; cyberattacks or breaches of our security measures; the impact of any previous or future acquisitions or divestitures; our ability to innovate and continue to release, and gain customer acceptance of, our existing and future products and services; our ability to deploy new and evolving technologies, such as artificial intelligence, machine learning, agentic AI, data analytics and similar tools, in our offerings; our ability to manage our growth; our ability to hire, retain and motivate employees; the effects of competition; technological, regulatory and legal developments; litigation and government inquiries; privacy, legislative and regulatory concerns or developments; impacts of our restructuring efforts; macroeconomic conditions and developments in the economy, financial markets and credit markets; continued escalation of geopolitical tensions; the level of interest rates and inflationary pressures; and execution of share repurchases. Additional risks and uncertainties that could affect GoDaddy's business and financial results are included in the filings we make with the SEC from time to time, including those described in "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our most recently filed period reports on Form 10-K and Form 10-Q, which are available on our website at https://investors.godaddy.net and on the SEC's website at www.sec.gov. Additional information will also be set forth in other filings that GoDaddy makes with the SEC from time to time. All forward-looking statements in this presentation are based on information available to GoDaddy as of the date hereof. Except to the extent required by law, GoDaddy does not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. In addition to our financial results prepared in accordance with generally accepted accounting principles in the United States (“GAAP”), this presentation includes certain non-GAAP financial measures and other operating and business metrics. We believe that these non-GAAP financial measures and other operating and business metrics are useful as a supplement in evaluating our ongoing operational performance and enhancing an overall understanding of our past financial performance. The non-GAAP financial measures included in this presentation should not be considered in isolation from, or as a substitute for, financial information prepared in accordance with GAAP. In addition, similarly titled measures may be calculated differently by other companies and may not be comparable. A reconciliation between each non-GAAP financial measure and its nearest GAAP equivalent is included at the end of this presentation. We use both GAAP and non-GAAP measures to evaluate and manage our operations. GoDaddy does not provide reconciliations from non-GAAP guidance to GAAP equivalents, because projections of changes in individual balance sheet amounts are not possible without unreasonable effort, and presentation of such reconciliations would imply an inappropriate degree of precision. Forward-looking statements and non-GAAP financial measures 2

• 3. © 2025 GoDaddy Inc.. Our vision Radically shift the global economy toward life-fulfilling entrepreneurial ventures Our mission Empower entrepreneurs everywhere, making opportunity more inclusive for all Our strategy Everyday entrepreneurs trust their ideas with us. We guide them to build their business digitally. Our global solutions seamlessly connect their identity and presence with commerce, leading to profitable growth 3 © 2025 GoDaddy Inc. Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 4. © 2025 GoDaddy Inc.. Q2 progression towards GoDaddy’s North Star 4 ~200 bps NEBITDA margin expansion 7% Bookings growth 21% Free cash flow growth Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 5. 5 © 2025 GoDaddy Inc.. Commerce Identity Presence Logo Email Websites Hosting Content Marketing Marketplaces Online Store Payments Conversations Paylinks Domain Security Payable Domains In-store POS Partnering with our customers at every point on the Entrepreneur’s Wheel Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 6. 6 © 2025 GoDaddy Inc. The power of GoDaddy Air supercharged by agentic AI

• 7. © 2025 GoDaddy Inc.. • Key contributor to 20% A&C bookings growth • Productivity-focused in 2024 • Multiyear journey to drive growth in both A&C and Core Platform • Key contributor to 20% A&C bookings growth • Productivity-focused in 2024 • Multiyear journey to drive growth in both A&C and Core Platform • Key contributor to 20% A&C bookings growth • Productivity-focused in 2024 • Multiyear journey to drive growth in both A&C and Core Platform • Key contributor to 20% A&C bookings growth • Productivity-focused in 2024 • Multiyear journey to drive growth in both A&C and Core Platform Key initiatives driving sustainable growth 7 Commerce GoDaddy Airo® Pricing & Bundling Seamless Experience Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 8. © 2025 GoDaddy Inc.. • Driving stronger renewal rates, customer spend and product attach with Airo • Supercharging Airo’s future capabilities with agentic AI • Achieving $3B milestone in annualized Gross Payments Volume • Promising early traction in Rate Saver feature • Enhancing customer experience and reducing friction • Improving conversion, attach and renewals • Delivering across both A&C and Core Platform • Harnessing AI to increase scale and velocity Key initiatives driving sustainable growth 8 Commerce GoDaddy Airo® Pricing & Bundling Seamless Experience

• 9. 9 © 2025 GoDaddy Inc.. Driving results Executing on our strategy Accelerating pace of innovation Well-positioned for long-term success Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 10. 10 © 2025 GoDaddy Inc.. Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM 14% A&C revenue growth $392M free cash flow 142M fully diluted shares outstanding 31% NEBITDA margin Q2 progression towards GoDaddy’s North Star

• 11. © 2025 GoDaddy Inc.. Core Platform $0.8B 5% growth 62% of revenue Applications & Commerce $0.5B 14% growth 38% of revenue Q2 2025 revenue 8% revenue growth with a ~200 bps mix shift trending towards increasing A&C revenue 11 $1.2B 8% growth

• 12. © 2025 GoDaddy Inc.. Q2 2025 financial results 12 Bookings Revenue NEBITDA Free cash flow $1,345M $1,262M $1,218M $1,124M $382M $332M $392M $323M 2024 2025 2024 2025 2024 2025 2024 2025 7% growth 8% growth 21% growth 15% growth ARPU $230 $210 2024 2025 10% growth

• 13. © 2025 GoDaddy Inc.. Annual NEBITDA ~1,000 bps expected cumulative margin expansion Multi-year track record of delivering strong margin expansion 13 Represents four-year Normalized EBITDA CAGR. Estimated cumulative margin expansion from 2020YE through 2025E. Q2 NEBITDA 180 bps margin expansion 29% 31% NEBITDA Margin $382M $332M 2024 2025 $0.9B $1.0B $1.1B $1.4B 2021 2022 2023 2024 2025E 23% 25% 27% 31% +100 bps 18% CAGR

• 14. © 2025 GoDaddy Inc.. Multi-year track record of delivering strong free cash flow growth Raising 2025 free cash flow guidance to ~$1.6B 14 Represents four-year free cash flow CAGR. Q2 free cash flow Annual free cash flow $0.9B $1.0B $1.1B $1.4B 2021 2022 2023 2024 2025E 16% CAGR $392M $323M 2024 2025 21% growth ~$1.6B

• 15. 15 © 2025 GoDaddy Inc.. Strong balance sheet & disciplined capital allocation strategy $1.1B cash $2.1B total liquidity $2.8B in net debt Year to date repurchased shares totaling ~$900M Fixed interest rates providing stability Leverage ratio Fixed 87% Term loan Maturity $1.5B 2029 $1.0B 2031 Unsecured notes Maturity $600M 2027 $800M 2029 Variable 13% 2.7X 1.7X 1.6X 2023 2024 Q2 2025

• 16. © 2025 GoDaddy Inc.. Driving durable growth, expanding margins & generating attractive cash flow 16 Outlook Q3 2025 2025 Revenue $1.22B - $1.24B $4.89B - $4.94B Segment growth rates: Applications & Commerce Mid-teens Core Platform Low single-digits NEBITDA margin ~32% +100 bps Free cash flow ~$1.6B Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 17. © 2025 GoDaddy Inc. Delivered at or ahead of all Q2 2025 targets 17 Key metrics Q2 2025 Q2 2024 Growth/ Expansion Q2 Guidance Revenue $1.218B $1.124B 8% $1.195B - $1.215B Applications & Commerce revenue $464M $406M 14% Mid-teens Core Platform revenue $754M $719M 5% Low single-digits Normalized EBITDA margin 31.3% 29.5% 180 bps ~31% Free cash flow $392M $323M 21% Fully diluted shares outstanding 142M 145M (2%)

• 18. © 2025 GoDaddy Inc. 3-year path towards GoDaddy’s North Star Maximizing free cash flow over the long term 18 Cumulative free cash flow through 2026 $4.5B+ Annual revenue growth 2024-2026 6%-8% 2026 full year normalized EBITDA margin ~33%

• 19. © 2025 GoDaddy Inc.. Q2 2025 Earnings Results — Appendix August 2025 19 © 2025 GoDaddy Inc. Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM

• 20. © 2025 GoDaddy Inc.. Aftermarket revenue Transactional business subject to global macro-economic conditions 20 Annual Aftermarket revenue $414M $438M $436M $457M 2021 2022 2023 2024 2025E Q2 Aftermarket revenue 7% increase $119M $112M 2024 2025 $191 $218 $217 $265 $258 $312 Average transaction value (ATV)

• 21. © 2025 GoDaddy Inc.. 2025 Modeling Guide 21 Metric ($M) 2025 Capital expenditures ~$30M Cash interest on long-term debt ~$150M Cash income taxes ~$30M GAAP tax expense ~$150M GAAP interest expense, net ~$120M

• 22. © 2025 GoDaddy Inc.. Non-GAAP reconciliation: NEBITDA & NEBITDA Margin 22 1 The six months ended June 30, 2024 excludes $0.8 million of equity-based compensation expense associated with our restructuring activities, which is included within restructuring and other. 2 In addition to the restructuring and other in our statements of operations, other charges included are primarily composed of lease-related expenses associated with closed facilities, charges related to certain legal matters, expenses incurred in relation to the refinancing of our long-term debt, and incremental expenses associated with certain professional services. Reconciliation of NEBITDA ($M) Three months ended June 30, 2025 2024 Net income $199.9 $146.3 Depreciation and amortization 30.6 33.1 Equity-based compensation expense1 81.0 76.2 Interest expense, net 29.5 34.5 Restructuring and other2 1.5 13.0 Provision (benefit) for income taxes 39.2 28.6 Total NEBITDA $381.7 $331.7 Net income margin 16.4% 13.0% NEBITDA margin 31.3% 29.5%

• 23. © 2025 GoDaddy Inc.. Non-GAAP reconciliation: NEBITDA & NEBITDA Margin 23 1 The years ended December 31, 2024 and 2023 excludes $0.8 million and $2.3 million, respectively, of equity-based compensation expense associated with our restructuring plan, which is included within restructuring and other. 2 In addition to the restructuring and other in our statements of operations, other charges included are primarily composed of lease-related expenses associated with closed facilities, charges related to certain legal matters, expenses incurred in relation to the refinancing of our long-term debt, and incremental expenses associated with certain professional services. Reconciliation of NEBITDA ($M) Year ended December 31, 2021 2022 2023 2024 Net income $242.8 $352.9 $1,375.6 $936.9 Depreciation and amortization 199.6 194.6 171.3 135.3 Equity-based compensation expense1 207.9 264.4 294.0 299.1 Interest expense, net of interest income 124.9 135.0 155.4 130.4 Acquisition-related expenses, net of reimbursements 78.2 35.1 12.1 0.2 Restructuring and other2 8.0 27.4 97.9 65.5 Provision (benefit) for income taxes 10.8 3.6 (971.8) (171.5) Total NEBITDA $872.2 $1,013.0 $1,134.5 $1,395.9 Net income margin 6.4% 8.6% 32.3% 20.5% NEBITDA margin 22.9% 24.8% 26.7% 30.5%

• 24. © 2025 GoDaddy Inc.. Non-GAAP reconciliation: Free Cash Flow 24 1 Cash paid for acquisition-related costs includes tax and milestone payments related to previous acquisitions. 2 In addition to payments made pursuant to our restructuring activities, cash paid for restructuring and other charges includes lease-related payments associated with closed facilities, payments related to certain legal matters, incremental payments associated with professional services and third party payments incurred in relation to the refinancing of our long-term debt. Reconciliation of free cash flow ($M) Three months ended June 30, 2025 2024 Net cash provided by operating activities $379.9 $294.8 Capital expenditures (4.1) (2.8) Cash paid for acquisition-related costs1 9.3 0.2 Cash paid for restructuring and other charges2 6.4 31.2 Free cash flow $391.5 $323.4

• 25. © 2025 GoDaddy Inc.. Non-GAAP reconciliation: Free Cash Flow 25 1 Cash paid for acquisition-related costs in 2021 includes $29.4 million in compensatory payments expensed in connection with our acquisition of Poynt. 2 Cash paid for restructuring and other charges includes payments pursuant to our restructuring activities, a payment related to the termination of a revenue sharing agreement, lease-related payments associated with closed facilities and lease abandonments, payments related to certain legal matters, third party payments incurred in relation to the refinancing of our long-term debt and incremental payments associated with professional services. Reconciliation of free cash flow ($M) Year ended December 31, 2021 2022 2023 2024 Net cash provided by operating activities $829.3 $979.7 $1,047.6 $1,287.7 Capital expenditures (51.1) (59.7) (42.0) (26.6) Cash paid for acquisition-related costs1 64.9 37.9 11.2 16.2 Cash paid for restructuring charges2 12.7 10.7 67.6 78.2 Free cash flow $855.8 $968.6 $1,084.4 $1,355.5

• 26. © 2025 GoDaddy Inc.. Non-GAAP reconciliation: Net Debt 26 Reconciliation of net debt ($M) June 30, 2025 Current portion of long-term debt 15.7 Long-term debt 3,772.4 Unamortized original issue discount and debt issuance costs 53.4 Total debt $3,841.5 Less: cash and cash equivalents (1,086.7) Net debt $2,754.8

• 27. © 2025 GoDaddy Inc.. Reconciliation: Constant Currency 27 Reconciliation of constant currency ($M) June 30, 2025 Revenue 1,217.6 Constant currency adjustment 1.6 Constant currency revenue $1,219.2 Bookings 1,345.3 Constant currency adjustment 0.6 Constant currency bookings $1,345.9

• 28. © 2025 GoDaddy Inc.. Non-GAAP financial measures and other operating and business metrics 28 Total bookings is an operating metric representing the total value of customer contracts entered into during the period, excluding refunds. We believe total bookings provides additional insight into the performance of our business and the effectiveness of our marketing efforts since we typically collect payment at the inception of a customer contract but recognize revenue ratably over the term of the contract. Constant currency is calculated by translating bookings and revenue for each month in the current period using the foreign currency exchange rates for the corresponding month in the prior period, excluding any hedging gains or losses realized during the period. We believe constant currency information is useful in analyzing underlying trends in our business by eliminating the impact of fluctuations in foreign currency exchange rates and allows for period-to-period comparisons of our performance. Normalized EBITDA (NEBITDA) is a supplemental measure of our operating performance used by management to evaluate our business. We calculate NEBITDA as net income excluding depreciation and amortization, interest expense (net), provision or benefit for income taxes, equitybased compensation expense, acquisition-related costs, restructuring-related expenses and certain other items. We believe that the inclusion or exclusion of certain recurring and non-recurring items provides a supplementary measure of our core operating results and permits useful alternative period-over-period comparisons of our operations. NEBITDA should not be viewed as a substitute for comparable GAAP measures. NEBITDA margin is used by management as a supplemental measure of our operating performance and refers to the ratio of NEBITDA to revenue, expressed as a percentage. Free cash flow is a supplemental measure of our liquidity used by management to evaluate our business prior to the impact of restructuring and after purchases of property and equipment. We use free cash flow as a supplemental measure of our liquidity, including our ability to generate cash flow in excess of capital requirements and return cash to shareholders, though it should not be considered as an alternative to, or more meaningful than, comparable GAAP measures.

• 29. © 2025 GoDaddy Inc.. Non-GAAP financial measures and other operating and business metrics 29 Net debt is defined as total debt less cash and cash equivalents and short-term investments. Total debt consists of the current portion of longterm debt plus long-term debt and unamortized original issue discount and debt issuance costs. Our management reviews net debt as part of its management of our overall liquidity, financial flexibility, capital structure and leverage and we believe such information is useful to investors. Furthermore, certain analysts and debt rating agencies monitor our net debt as part of their assessments of our business. Gross payments volume (GPV) is an operating metric calculated by annualizing the total quarterly dollar value of transactions processed through our payments platform. GPV is representative of the volume of transactions in which we record transaction revenue based on our payment processing rate. Annualized recurring revenue (ARR) is an operating metric defined as annualized quarterly recurring GAAP revenue, net of refunds, from new and renewed subscription-based services. ARR is exclusive of any revenue that is non-recurring, including, without limitation, domain aftermarket, domain transfers, one-time set-up or migration fees and non-recurring professional website services fees. We believe ARR helps illustrate the scale of certain of our products and facilitates comparisons to other companies in our industry. Average revenue per user (ARPU) is calculated as total revenue during the preceding 12 month period divided by the average of the number of total customers at the beginning and end of the period. ARPU is one measure that provides insight into our ability to sell additional products to our customers. Total customers is defined as an individual or entity, each with a unique account and paid transactions in the trailing twelve months or with paid subscriptions as of the end of the period. Total customers is one way we measure the scale of our business and can be a contributing factor to our ability to increase our revenue base. Total liquidity is calculated as the sum of (i) cash and cash equivalents (ii) short-term investments and (iii) the amount available for borrowing under our revolving credit facility.

• 30. 30 © 2025 GoDaddy Inc. Q2 2025 Earnings Results August 7, 2025 Felixberto Roslin & Richie Roslin Felchie's Ice Cream FELCHIESICECREAM.COM