| GDDY |
Report |
Total Revenue |
BEAT |
pred ~$1.305B vs. cons $1.29B |
MEDIUM |
| GDDY |
Report |
Adjusted EPS |
BEAT |
pred ~$1.80 vs. cons $1.72 |
HIGH |
| GDDY |
Report |
Total Bookings Growth (parity test) |
MISS |
pred ~4.5% YoY vs. implied 'parity' target of ~6% (matching revenue growth) |
MEDIUM |
| GDDY |
Guide |
Q3 2026 Revenue Guidance |
UNCHANGED |
guide ~$1.30B-$1.32B vs. cons $1.31B (Q3 2026) |
MEDIUM |
| GDDY |
Guide |
FY2026 Revenue Guidance |
UNCHANGED |
guide ~$5.20B-$5.28B reaffirmed vs. cons $5.24B (FY2026) |
MEDIUM |
| GDDY |
Guide |
FY2026 Normalized EBITDA Margin |
UNCHANGED |
guide ~33%+ reaffirmed vs. cons ~33.2% (FY2026) |
MEDIUM |
| GDDY |
Guide |
Bookings/Revenue Parity Commentary |
LOWER |
guide ~parity 'by year-end' pushed out vs. prior promise of parity 'for remainder of year' (FY2026) |
LOW |
| GDDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| GDDY |
Return |
5-day cumulative residual |
-6.5% (FADE) |
Stock rallied ~40% off its June low and ~9% in the two sessions before the print, pricing in a clean beat-and-raise; a Q2 revenue/EPS beat is likely already discounted while the critical 'bookings-to-revenue parity' promise probably only partially delivers given the .CO comp and hosting softness, keeping the securities-investigation overhang alive. Initial disappointment on bookings/backward-looking guidance framing likely triggers sell-side trimming of H2 estimates (implicit cut to back-half growth needed to hit the reaffirmed FY revenue/EBITDA range), producing continued downside pressure over the following days as analysts publish updated models rather than a snap-back. |
MEDIUM |