PR Newswire TechnologyCodex · 实盘不做把握 6/10
北京时间·🕒 发布 07-31 04:07:00时区推断·⟳ 抓取 07-31 04:07:24·⚡ 决策 08-01 08:20:22 +1d04h·87.7 天前
GoDaddy发布2026年二季度业绩，收入与现金流稳健但缺乏短线超预期交易边际
GoDaddy二季度收入12.98亿美元、同比增长7%，处于公司此前12.85亿至13.05亿美元指引区间内，较市场约12.9亿美元预期仅小幅高出。
📄 原文PR Newswire Technology↗ 原文
GoDaddy Inc. Reports Second Quarter 2026 Financial Results
TEMPE, Ariz., July 30, 2026 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today reported second quarter 2026 financial resu…
不做 GoDaddy（GDDY.US）
常规财报虽稳健但只小幅高于收入预期且全年指引未明显上修；当前已过次日完整交易日，财报首反应窗口消失，不追多也不做空。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司提前公告二季度财报将在2026-07-30美股盘后发布，事件日历本身可预期。
- GoDaddy正式发布二季度业绩，并指向公司IR页面的财报材料、演示稿和管理层prepared remarks。
- 官方演示稿披露收入12.98亿美元、NEBITDA 4.34亿美元、自由现金流4.43亿美元，并给出2026年收入52.15亿至52.55亿美元展望。
关键理由
- GoDaddy二季度收入12.98亿美元、同比增长7%，处于公司此前12.85亿至13.05亿美元指引区间内，较市场约12.9亿美元预期仅小幅高出。
- Normalized EBITDA为4.34亿美元、利润率33.4%，自由现金流4.43亿美元，经营质量稳健但不是明显重估级别的财报 surprise。
- Airo年化 bookings run rate 约5000万美元，虽较上季增长5倍，但相对2026年收入指引52.15亿至52.55亿美元仍不足1%，短线难单独支撑追多。
主要风险
- 这是已预告日期的常规财报，且当前已过7月31日美股完整交易日，首个财报反应窗口基本消化。
- 若后续管理层在投资者日上调中期目标或Airo商业化继续放量，可能形成新的独立催化，但本条财报本身不够。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
财报前卖方已关注并预期利润率扩张、Airo和A&C增长，本次披露更像确认而非大幅超预期。
检索:GoDaddy Q2 2026 earnings expectations Wedbush margin expansion Airo 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-30 · 影响 weakens
全年收入指引区间52.15亿至52.55亿美元相对Q1披露的52.0亿至52.8亿美元没有形成明确上修。
检索:GoDaddy Q2 2026 guidance revenue $5.215 $5.255 billion 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-07-30 · 影响 none
官方数据仍显示收入、NEBITDA和自由现金流同比增长，没有确认经营级净损害，不满足做空红线。
检索:GoDaddy Q2 2026 results net income EBITDA free cash flow downside 原文 ↗
原文全文
展开原文 · 1,255 字
TEMPE, Ariz., July 30, 2026 /PRNewswire/ -- GoDaddy Inc. (NYSE: GDDY) today reported second quarter 2026 financial results. To view the earnings release, earnings presentation and prepared remarks, please access the company's Investor Relations website at https://aboutus.godaddy.net/investor-relations/financials.
GoDaddy management will host a live webcast at 5:00 p.m. Eastern Time, which will be available on GoDaddy's Investor Relations website. To participate, please register here.
Following the webcast's completion, a recording will be available on GoDaddy's Investor Relations website.
About GoDaddy
GoDaddy, the world's largest domain name registrar, helps millions of entrepreneurs globally start, grow, and scale their businesses. People come to GoDaddy to name their idea, build a website and logo, sell their products and services and accept payments. GoDaddy Airo®, the company's AI-powered experience, makes growing a small business faster and easier by helping them to get their idea online in minutes, drive traffic and boost sales. GoDaddy's expert guides are available 24/7 to provide assistance. To learn more about the company, visit www.GoDaddy.com.
Source: GoDaddy Inc.
© 2026 GoDaddy Inc. All Rights Reserved.
SOURCE GoDaddy Inc.
GoDaddy management will host a live webcast at 5:00 p.m. Eastern Time, which will be available on GoDaddy's Investor Relations website. To participate, please register here.
Following the webcast's completion, a recording will be available on GoDaddy's Investor Relations website.
About GoDaddy
GoDaddy, the world's largest domain name registrar, helps millions of entrepreneurs globally start, grow, and scale their businesses. People come to GoDaddy to name their idea, build a website and logo, sell their products and services and accept payments. GoDaddy Airo®, the company's AI-powered experience, makes growing a small business faster and easier by helping them to get their idea online in minutes, drive traffic and boost sales. GoDaddy's expert guides are available 24/7 to provide assistance. To learn more about the company, visit www.GoDaddy.com.
Source: GoDaddy Inc.
© 2026 GoDaddy Inc. All Rights Reserved.
SOURCE GoDaddy Inc.
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