Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>GoDaddy Inc. reported a first-quarter 2026 revenue growth of 6%, reaching $1.3 billion, with annual recurring revenue (ARR) also growing 6% to $4.3 billion.</li><li>The company’s high-margin Domains and Commerce (A&C) segment exhibited robust 12% revenue growth and 10% ARR increase, now constituting approximately 40% of the total business.</li><li>The Core Platform segment posted 3% revenue growth, partly supported by a 5% rise in primary domain registrations but faced softness from non-core hosting products and the expiration of the .CO domain registry contract.</li></ul>

GoDaddy Inc. reported a first-quarter 2026 revenue growth of 6%, reaching $1.3 billion, with annual recurring revenue (ARR) also growing 6% to $4.3 billion.The company’s high-margin Domains and Commerce (A&C) segment exhibited robust 12% revenue growth and 10% ARR increase, now constituting approximately 40% of the total business.The Core Platform segment posted 3% revenue growth, partly supported by a 5% rise in primary domain registrations but faced softness from non-core hosting products and the expiration of the .CO domain registry contract.

GoDaddy: Why Airo’s Early Momentum Could Signal A Major Platform Opportunity!

<ul><li>GoDaddy, known for empowering entrepreneurs to establish a strong digital presence, delivered notable financial results for the fourth quarter and the full year of 2025.</li><li>The company reported a 7% growth in bookings and an expansion of their normalized EBITDA margin to 32% for the year, highlighting strong operational performance.</li><li>This includes a 19% increase in free cash flow, signaling robust financial health and the company's capability to invest in future initiatives.</li></ul>

GoDaddy, known for empowering entrepreneurs to establish a strong digital presence, delivered notable financial results for the fourth quarter and the full year of 2025.The company reported a 7% growth in bookings and an expansion of their normalized EBITDA margin to 32% for the year, highlighting strong operational performance.This includes a 19% increase in free cash flow, signaling robust financial health and the company's capability to invest in future initiatives.

GoDaddy: AI-Powered Product Innovation—What’s Driving Smarter Bundles

<ul><li>GoDaddy Inc. reported its third-quarter 2025 results, showcasing a robust financial performance with a 10% increase in total revenue and a significant 14% rise in Applications and Commerce (A&C) bookings.</li><li>The company highlighted a 32% normalized EBITDA margin, indicating solid profitability despite investments in AI technologies.</li><li>Positively, GoDaddy raised its full-year 2025 revenue guidance to an 8% growth at the mid-point, at the top of its previously projected range, signaling confidence in continuing its growth momentum.</li></ul>

GoDaddy Inc. reported its third-quarter 2025 results, showcasing a robust financial performance with a 10% increase in total revenue and a significant 14% rise in Applications and Commerce (A&C) bookings.The company highlighted a 32% normalized EBITDA margin, indicating solid profitability despite investments in AI technologies.Positively, GoDaddy raised its full-year 2025 revenue guidance to an 8% growth at the mid-point, at the top of its previously projected range, signaling confidence in continuing its growth momentum.

GoDaddy Is Quietly Building the ‘Agentic Internet’—And It’s a Game Changer!

<ul><li>GoDaddy's second quarter results for 2025 present a distinct mixture of outcomes reflective of the company’s focused execution and challenges within the broader business landscape.</li><li>Notably, the company's adoption and integration of AI, specifically their Agentic AI, have been highlighted as significant growth levers.</li><li>Nevertheless, as with all financial assessments, understanding both the positives and potential headwinds is crucial for painting a comprehensive picture.</li></ul>

GoDaddy's second quarter results for 2025 present a distinct mixture of outcomes reflective of the company’s focused execution and challenges within the broader business landscape.Notably, the company's adoption and integration of AI, specifically their Agentic AI, have been highlighted as significant growth levers.Nevertheless, as with all financial assessments, understanding both the positives and potential headwinds is crucial for painting a comprehensive picture.

GoDaddy Unveils Ask Airo to Redefine Customer Engagement With Agentic AI; Why AI Focused Innovation Is So Critical For Them To Survive?

<ul><li>GoDaddy, a prominent provider of domain registration and web hosting services, recently reported its first quarter 2025 financial results.</li><li>The outcomes highlighted both growth and challenges faced by the company.</li><li>On the positive side, the company achieved an 8% increase in bookings, underscoring the demand for its products and services despite a challenging economic environment.</li></ul>

GoDaddy, a prominent provider of domain registration and web hosting services, recently reported its first quarter 2025 financial results.The outcomes highlighted both growth and challenges faced by the company.On the positive side, the company achieved an 8% increase in bookings, underscoring the demand for its products and services despite a challenging economic environment.

GoDaddy Inc: Expanding Into Commerce & Agency Markets with Game-Changing Digital Solutions!

United States

GoDaddy, Inc. provides a cloud-based web platform for small businesses, web design professionals and individuals. The Company's platform provides applications that help them connect to their customers, manage their businesses and get found online.

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Godaddy Inc Class A (GDDY US)

GoDaddy: Why Airo’s Early Momentum Could Signal A Major Platform Opportunity!

GoDaddy Inc. reported a first-quarter 2026 revenue growth of 6%, reaching $1.3 billion, with annual recurring revenue (ARR) also growing 6% to...

Baptista Research

GoDaddy: AI-Powered Product Innovation—What’s Driving Smarter Bundles

GoDaddy, known for empowering entrepreneurs to establish a strong digital presence, delivered notable financial results for the fourth quarter and...

Baptista Research

GoDaddy Is Quietly Building the ‘Agentic Internet’—And It’s a Game Changer!

GoDaddy Inc. reported its third-quarter 2025 results, showcasing a robust financial performance with a 10% increase in total revenue and a...

Baptista Research

GoDaddy Unveils Ask Airo to Redefine Customer Engagement With Agentic AI; Why AI Focused Innovation Is So Critical For Them To Survive?

GoDaddy's second quarter results for 2025 present a distinct mixture of outcomes reflective of the company’s focused execution and challenges...

Baptista Research

GoDaddy Inc: Expanding Into Commerce & Agency Markets with Game-Changing Digital Solutions!

GoDaddy, a prominent provider of domain registration and web hosting services, recently reported its first quarter 2025 financial results. The...

Baptista Research

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