GoDaddy Inc. (GDDY) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.12K Followers Follow GoDaddy Inc. ( GDDY ) Citi's 2026 Global TMT Conference September 8, 2026 12:35 PM EDT Company Participants Mark McCaffrey - Chief Financial Officer Christie Masoner - Vice President & Head of Investor Relations Conference Call Participants Jamesmichael Sherman-Lewis - Citigroup Inc., Research Division Presentation Jamesmichael Sherman-Lewis Citigroup Inc., Research Division Joining us is Mark McCaffrey, Chief Financial Officer; and Christie Masoner, Head of Investor Relations. Thank you both for being here today. Mark McCaffrey Chief Financial Officer Well, thank you for having us. Jamesmichael Sherman-Lewis Citigroup Inc., Research Division Let's dive right in, if we can. Mark McCaffrey Chief Financial Officer Absolutely. Question-and-Answer Session Jamesmichael Sherman-Lewis Citigroup Inc., Research Division Starting with Airo. Mark, Airo launched just months ago. In that short window you've already folded in, GoDaddy payments, customer communications, commerce and other capabilities. As you keep expanding what Airo can do, how do you decide what gets built into it? How do you expect these Airo integrations to evolve the GoDaddy platform over time? Mark McCaffrey Chief Financial Officer Yes. So we couldn't be more excited about Airo. Now just a reminder, A-i-r-o, Airo. We launched it a couple of years ago as a platform. And now we're revamping it as a product, and we're going to market with it. And I couldn't be more happy with the success. Q1, we launched, we disclosed run rate then and now we've seen it gone up to $50 million as we came out of Q2. And the premise here is meeting our customer where they want to be using technology today. Now remember, our customers are a unique group. They're the sole entrepreneur, the micro business, the mom-and-pop shop, they're not always technology savvy. So when they decide they want to engage with technology in a certain way. And we see our ability to meet that job to be done, how they want