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Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
3Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
4Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
5
Extraordinary achievement is how we make a difference. Working at GoDaddy is a life-changing
experience that offers people an environment to learn, grow, and do the best work of their career.
We are creating exceptionally uncommon outcomes for our business tomorrow by being
extraordinary today.
Every line of code, every pixel, every interaction with a teammate, customer or partner is a chance
to change the world. Our actions and results speak for themselves. We work toward the best
possible outcome because we are passionate about our customers. We bring humanity to
technology that helps our customers achieve their dreams.
As a team, we move the company toward its vision. When I can help others, I do. Great teams
multiply individual talents. Great teammates make others better without taking credit. We win
together and lose together. Together, we celebrate our successes and learn from our failures.
We innovate and take risks to achieve uncommon outcomes. We are curious and not afraid of
experimentation or failure. We take risks and try new ways of doing things. There are valuable
discoveries and lessons to be learned everywhere. We ask questions, we seek to understand,
we give feedback and challenge the status quo. We measure our results and continually grow
and improve.
A healthy life fueled by fun and passion for a better world shows in our work. To truly take care of
our customers, we begin by taking care of each other and ourselves. Finding meaning and personal
fulfillment enables us to be at the top of our game. Our health and time away from the office are as
important to us as being extraordinary at work.
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
6Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
7Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of December 31, 2016.
8Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
Sources:
Brand Awareness: Brand Outlook December 2016.
Domains under management market share: Verisign Domain Name Industry Brief dated March 31, 2017.
Unless otherwise noted, all numbers are as of September 30, 2017 and include HEG.
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Unless otherwise noted, all numbers are as of December 31, 2016; Customer Care Pros are as of September 30, 2017 and include HEG.
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
10Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
Sources: US Census Bureau, US SBA. 2012. GD-commissioned study from Beall Research. January 2013. US Census Bureau, US SBA, International Labor Organization Statistics Database.
International Finance Corp / McKinsey and company. GD proprietary research.
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• Integrated ‘Point’ Applications
into single Suite
• Verticalized go-to-market
• Lifecycle experience that
grows over time
• Product + Platform + People
• Same product and platform
• Workflow tools
• Advanced Support
• Economics to Pro
PRO, PROFESSIONAL & MANAGED SERVICES
•
•
• Brand Registration
•
•
•
•
• Apps
• Social Media Presence
•
•
•
•
•
• Chat
•
• Paid Media
• Reputation
Management
• Cards
• Collateral
•
• CRM
• Loyalty
• Coupon / Deals
Products listed represent both current and potential future offerings.
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
12Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
13Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of December 31, 2016.
14Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
2012 2013 2014 2015 2016
$1,042*$1,174*
$1,616*
$1,406*
$1,852*
Pre-2012
2012
2013
2014
2015
Cohorts:
2016
*Revenue excluding purchase accounting adjustment. GAAP Revenue in 2012, 2013, 2014, 2015, and 2016 was $911 million, $1,131 million, $1,387 million, $1,607 million, and $1,848 million respectively, including purchase accounting adjustment.
Unless otherwise noted, all numbers are as of December 31, 2016.
15Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of December 31, 2016.
16Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of September 30, 2017 and include HEG.
Q3 2016 Q3 2017
$ Millions
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and differentiated
search across the
desktop and mobile
devices.
strong renewals.
domain secondary
market bringing
liquidity to a growing
aftermarket.
inventory with
hundreds of TLDs.
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of September 30, 2017.
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Q3 2016 Q3 2017
$ Millions
Easy and elegant
site-building.
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of September 30, 2017.
Integrated with
.
Q3 2016 Q3 2017
$ Millions
19
Renewals
remain strong.
Continued strong
adoption bundled
with domains.
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of September 30, 2017.
20
Q3 2016 Q3 2017
$ Millions
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of September 30, 2017.
Easy and elegant
site-building.
21Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
• Continued solid adoption rates
• Increasing conversion from free
to paid
• Rising Net Promoter scores
• Positive customer feedback
• Simplicity and ease of use
remains core
• Better imagery for hundreds of
verticals
• Lighting up new verticals
• Benchmark studies show
GoCentral fastest and most
performant
• Enabling new SMB use cases
soon
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• High-performance and highly-reliable
hosting
• End-to-end security
• Essential tools to efficiently manage multiple
clients and sites
• SSL on every domain
• Sucuri site monitoring, backup and firewall
• WordPress-centric 24/7 expert customer
support service
• Modern open stack platform
• Containerized, isolated environment for
every site
• Latest technologies for enhanced
performance, scalability and security
• Multiple layers of caching
• Built in redundancy
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of September 30, 2017.
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• Allows small businesses to add a
second and completely separate
phone line to an existing smartphone
• Consistently iterating on the product
flow and design specs
• Super intuitive and familiar
• Easy to sign up and use
• Compelling pricing
• SMS and MMS texting
• 800 numbers
• Customized vanity numbers
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved. Unless otherwise noted, all numbers are as of June 30, 2017.
Send and receive
text messages from
customers using your
business number.
$1,250
$1,398
$1,675
$1,914
$2,155
2012 2013 2014 2015 2016
$1,852*
$1,042*
$1,174*
$1,406*
$1,616*
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Domains Hosting / P&C Purchase Accounting AdjustmentBusiness AppsRevenue Bookings
$ Millions
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
*Revenue excluding purchase accounting adjustment. GAAP Revenue was $911 million in 2012, $1,131 million in 2013, $1,387 million in 2014, $1,607 million in 2015, and $1,848 million in 2016, including purchase accounting adjustment.
Unless otherwise noted, all numbers are as of September 30, 2017.
$534
$668
Q3 2016 Q3 2017
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2012 2013 2014 2015 2016
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
The HEG acquisition added 1.6 million customers in April 2017.
Unless otherwise noted, all numbers are as of September 30, 2017.
Q3 2016 Q3 2017
Millions
$93
$104
$114$121
2012 2013 2014 2015 2016
$106* $108*
$116*
$130$122*
26Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
‡Consolidated ARPU includes four quarters of GoDaddy revenue and two quarters of HEG revenue.
*ARPU in 2012-2015 shown both including and *excluding the purchase accounting adjustment.
$
Q3 2016 Q3 2017‡
8
Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017
$ Millions
Q3 2016 Q3 2017
$ Millions
Unless otherwise noted, all numbers are as of September 30, 2017. Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
28Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
Total revenue $472.1 $582.2 $1,362.0 $1,629.7
Change in deferred revenue 27.3 44.5 158.3 204.3
Net refunds 35.4 43.4 108.8 125.1
Other (0.5) (2.1) 1.6 1.2
Net cash provided by operating activities $99.7 $131.4 $297.4 $371.3
Impact of discontinued operations — (0.5) — (3.5)
Cash paid for interest 11.7 24.6 35.0 59.3
Cash paid for acquisition and sponsor-related costs 0.4 5.4 0.8 29.4
Capital expenditures (16.2) (23.7) (42.8) (60.2)
Cash paid for tax-related distributions — — (10.3) (10.0)
29Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
Q3-15 Q4-15 Q1-16 Q2-16 Q3-16 Q4-16 Q1-17 Q2-17 Q3-17
Net cash provided by
operating activities $223.8 $259.2 $292.4 $337.5 $358.5 $386.5 $407.8 $428.7 $460.4
Impact of discontinued
operations— — — — — — — (3.0) (3.5)
Cash paid for interest 68.3 59.1 50.1 47.0 46.8 46.5 43.7 57.9 70.8
Cash paid for acquisition
and sponsor-related costs 31.7 31.9 31.6 2.0 2.0 3.5 8.7 27.1 32.1
Capital expenditures (60.8) (55.8) (59.6) (59.4) (64.3) (61.5) (69.3) (71.4) (78.9)
Cash paid for tax-related
distributions— (0.3) (4.9) (10.6) (10.6) (18.3) (20.7) (18.0) (18.0)
30Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
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Current portion of long-term debt $16.1
Long-term debt 2,415.8
Unamortized original issue discount on long-term debt 34.0
Unamortized debt issuance costs 22.7
Total debt $2,488.6
Less: Cash and cash equivalents (536.9)
Less: Short-term investments (16.4)
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
32Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
Total Revenue $910.9 $1,130.8 $1,387.3 $1,607.3 $1,847.9
Impact of Purchase Accounting on
Revenue130.7 43.3 18.7 8.5 4.5
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Chief Revenue Officer
15+ YEARS
Chief Mktg Officer
Chief Customer Officer
Chief Executive Officer
EVP, Global Platform Devel.
Chief Comms OfficerSVP, Presence & Commerce
15 YEARS
EVP, General Counsel
5+ YEARS
SVP, Customer Care
President
& Chief Operating Officer
Chief Product OfficerChief Infrastructure Officer &
Chief Info Officer
Chief Financial Officer
SVP, Hosting
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.
Chief Technology Officer
SVP, Engineering.
© GoDaddy Inc.
Copyright© 2017 GoDaddy Inc. | 14455 N. Hayden Road Scottsdale, Arizona 85260 (480) 505-8800 | All Rights Reserved.