AI-generated · cited to primary sources · not investment advice
GoDaddy Inc. Class A Common Stock (GDDY) Dec 2025 Filing Analysis
How durable is the business?
The technology moat shifted toward AI and agentic workflows. GoDaddy expanded Airo with website creation, logo, marketing, optimization, and conversational tools, and launched Agent Name Service in production at the end of 2025. The filing reports 354 issued patents, up from 371 in the prior extraction, so the defensibility is increasingly based on integrated product experience and customer data rather than patent count alone. (1 shifted, 1 expanding)
“In response to these developments, we launched ANS ... ANS is in production with registered agents operational since the end of 2025.”
The brand moat strengthened operationally: customers remained high, retention returned to approximately 85%, and more than 89% of revenue came from customers who were also customers in the prior year. However, the total customer count declined slightly from 20.511 million to 20.422 million. (1 stable)
“In each of the five years ... our customer retention rate was approximately 85%, with the exception ... 2024 ... approximately 84% ... Greater than 89% of our total revenue ... generated by customers who were also customers in the prior year.”
See the full cited Business Model analysis of GoDaddy Inc. Class A Common Stock
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