| GDDY |
Report |
Gross Bookings (Q2 2026) |
BEAT |
pred ~$1,455M vs. cons $1,428M |
MEDIUM |
| GDDY |
Report |
Normalized EBITDA (Q2 2026) |
BEAT |
pred ~$432M / ~33.4% margin vs. cons $426.9M / ~33.0% |
MEDIUM |
| GDDY |
Report |
ARR (Q2 2026) |
IN-LINE |
pred ~$4,440M vs. cons $4,426M |
MEDIUM |
| GDDY |
Guide |
Total Revenue FY 2026 |
BETTER |
guide midpoint ~$5.26B vs. cons $5.245B |
MEDIUM |
| GDDY |
Guide |
EBITDA Margin FY 2026 |
UNCHANGED |
reaffirm >33% vs. cons ~33.4% |
HIGH |
| GDDY |
Guide |
FCF FY 2026 |
UNCHANGED |
reaffirm ~$1.8B vs. cons $1.812B |
HIGH |
| GDDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| GDDY |
Return |
5-day cumulative residual |
-2.0% (FADE) |
FADE — VRSN pre-trade unwinds, implied H2 math shows pass-through raise; sell-side models modest H2 estimate drift lower |
MEDIUM |