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GoDaddy Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
AI product innovation and customer engagement
Recently launched Airo.AI, a new AI-driven platform in beta, enabling rapid experimentation and deployment of agentic tools for microbusinesses and entrepreneurs.
Expanded from five to over two dozen AI agents, with ongoing development focused on outcome-driven solutions tailored to customer needs.
Airo.AI adapts to different user types, from sole entrepreneurs to professionals, providing seamless, personalized business setup and management.
The platform emphasizes frictionless experiences, suggesting next best actions and integrating human support when users encounter challenges.
AI initiatives are designed to solve real customer problems, not just introduce new tools, with a focus on enabling business growth and efficiency.
Monetization strategy and financial impact
Monetization includes both indirect (higher order size, retention) and direct (paywalls, premium tiers) approaches, leveraging two years of AI experience.
Average customer wallet size is $1,500, with ARPU at $230, indicating significant room for growth through value-based pricing and bundling.
Free cash flow and free cash flow per share remain the primary financial metrics guiding strategy and investment decisions.
Cost structure benefits from a consolidated technology stack and proprietary data, reducing reliance on expensive LLMs and supporting margin expansion.
Capital allocation prioritizes share buybacks, with M&A considered only if it aligns with strategy and technology integration.
Industry evolution and competitive positioning
Introduction of Agent Name Service (ANS) as an open standard for agent authentication and trust, building on DNS infrastructure.
ANS enables secure, validated agent-to-agent interactions, supporting the proliferation of agentic solutions on the open internet.
The company leverages its leadership in DNS and certificate trust to support the emerging agentic ecosystem.
Competitive focus remains on being a one-stop shop for microbusinesses, prioritizing customer needs over following competitors’ toolsets.
Value-based pricing and product attach strategies drive both retention and growth, balancing customer value with business objectives.
Airo.ai's direct monetization strategy
ANS: How does it create a new market opportunity
Structural data advantage impact on AI costs
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Frequently asked questions
The world's leading domain registrar
GoDaddy is the largest domain registrar in the world. The company also provides web hosting and other services for building and running a website and other adjacent services such as email hosting and marketing. GoDaddy was founded in 1997 by Bob Parsons. In 2005 the company became the largest registrar in the world and later also became the largest web hosting company.
The domain name industry
To understand the domain name industry that GoDaddy operates in, it is important to understand the different roles that the registry, registrar, and registrant have. An individual or a company that is looking to buy a domain is called a registrant. To do so, they go to a registrar such as GoDaddy, which handles the sale of the domain names. GoDaddy may or may not manage the top-level domain and, in that case, has to work with a registry to be able to use their top-level domain. A top-level domain is for example .com, .org, and .gov. GoDaddy owns some of these, but another large registry is, for instance, VeriSign, which manages the .com domain.
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