Analysis published 17 Aug 2026
AI-generated · cited to primary sources · not investment advice
GoDaddy Inc. Class A Common Stock (GDDY) Jun 2024 Filing Analysis
03 · Future Growth
Where does growth come from?
Net Revenue Retention Is the First Moat Check
Customer growth has reversed into a slight decline, while ARPU continues to rise. Customers fell 0.6% year over year to 20.866 million, but ARPU increased 5.5% to $210. This indicates current growth is coming mainly from selling more to existing customers rather than adding customers. (5 reversing across 5 signals)
“Total customers at period end (in thousands) 20,866 20,985... ARPU $210 $199.”
GoDaddy Inc. Class A Common Stock · QUARTERLY_REPORT · Jun 2024 · p.27
See the full cited Future Growth analysis of GoDaddy Inc. Class A Common Stock
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