GoDaddy Inc.GDDY
GoDaddy Inc. Segments Disclosure
Segment Information
We report our operating results through two reportable segments: A&C and Core.
Our chief operating decision maker (CODM), which, as of December 31, 2025, was our Chief Executive Officer, evaluates the performance of and allocates resources to our segments based on each segment's revenue and earnings before interest, taxes, depreciation and amortization (Segment EBITDA). Segment EBITDA is evaluated on a monthly basis by the CODM by monitoring actual results versus the annual plan. This comparison is performed to make strategic decisions regarding segment profitability, resource allocation, pricing strategies and cost optimization. Segment EBITDA is defined as segment revenues less costs and operating expenses, excluding depreciation and amortization, interest expense (net), provision or benefit for income taxes, equity-based compensation expense, acquisition-related costs, restructuring-related expenses and certain other items. Segment EBITDA serves as a measure that assists our CODM and our investors in comparing our segments' performance on a consistent basis.
Our CODM does not use assets by segment to evaluate performance or allocate resources; therefore, we do not provide disclosure of assets by segment. See Note 2 for property, plant, and equipment, net as well as revenue disaggregated by geography.
The A&C and Core segments provide a view into the product-focused organization of our business and generate revenue as follows:
•A&C primarily consists of sales of products containing proprietary software, notably our website building products, as well as our commerce products and third-party email and productivity solutions and sales of certain products when they are included in bundled offerings of our proprietary software products.
•Core primarily consists of sales of domain registrations and renewals, aftermarket domain sales, website hosting products and website security products when not included in bundled offerings of our proprietary software products as well as sales of products not containing a software component.
There are no internal revenue transactions between our reportable segments.
Corporate overhead primarily includes general and administrative expenses and items not allocated to either segment as well as those costs specifically excluded from Segment EBITDA, our segment measure of profitability, such as depreciation and amortization, interest expense and income and provision or benefit for income taxes.
The following table presents our segment information for the periods indicated:
| Year Ended December 31, | |||||||||||||||||
| 2025 | 2024 | 2023 | |||||||||||||||
| A&C | |||||||||||||||||
| Revenue | $ | 1,889.0 | $ | 1,653.0 | $ | 1,430.4 | |||||||||||
Other segment items(1) | (1,032.1) | (913.7) | (836.2) | ||||||||||||||
| Segment EBITDA | 856.9 | 739.3 | 594.2 | ||||||||||||||
| Core | |||||||||||||||||
| Revenue | 3,062.1 | 2,920.2 | 2,823.7 | ||||||||||||||
Other segment items(2) | (2,051.8) | (1,988.5) | (2,007.3) | ||||||||||||||
| Segment EBITDA | 1,010.3 | 931.7 | 816.4 | ||||||||||||||
| Total revenue | 4,951.1 | 4,573.2 | 4,254.1 | ||||||||||||||
| Total other segment items | (3,083.9) | (2,902.2) | (2,843.5) | ||||||||||||||
| Total Segment EBITDA | 1,867.2 | 1,671.0 | 1,410.6 | ||||||||||||||
| Unallocated corporate overhead | (281.3) | (275.1) | (276.1) | ||||||||||||||
| Depreciation and amortization | (116.6) | (135.3) | (171.3) | ||||||||||||||
| Equity-based compensation expense | (317.8) | (299.1) | (294.0) | ||||||||||||||
| Interest expense, net of interest income | (114.2) | (130.4) | (155.4) | ||||||||||||||
Restructuring and other(3) | (17.3) | (65.7) | (110.0) | ||||||||||||||
| Income before income taxes | 1,020.0 | 765.4 | 403.8 | ||||||||||||||
| Benefit (provision) for income taxes | (145.0) | 171.5 | 971.8 | ||||||||||||||
| Net income | $ | 875.0 | $ | 936.9 | $ | 1,375.6 | |||||||||||
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(1)Other segment items in A&C are primarily composed of product license fees used in our third-party email and productivity solutions, payment processing fees, personnel costs excluding equity-based compensation, data center and systems infrastructure costs excluding depreciation, customer care and marketing costs. The CODM uses consolidated expense information to manage operations and is not regularly provided disaggregated other segment items.
(2)Other segment items in Core are primarily composed of domain registration fees, payment processing fees, costs associated with sales of aftermarket domains, hosting and security license fees, personnel costs excluding equity-based compensation, data center and systems infrastructure costs excluding depreciation, customer care and marketing costs. The CODM uses consolidated expense information to manage operations and is not regularly provided disaggregated other segment items.
(3)In addition to 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, adjustments to the fair value of our equity investments, expenses incurred in relation to the refinancing of our long-term debt, acquisition-related expenses, and incremental expenses associated with certain professional services.
Historical Timeline
| Fiscal Year | Filed | |
|---|---|---|
| 2025 | Feb 25, 2026 | Showing above |
| 2024 | Feb 20, 2025 | |
| 2023 | Feb 29, 2024 | |
| 2022 | Feb 16, 2023 | |
About Segments Disclosures
Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.
Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.