GoDaddy Inc.

GoDaddy cut 2026 revenue growth guidance to about 6% by choice, folding products it once sold separately into Airo, whose annualized bookings run rate rose fivefold in a quarter to $50 million. It says the AI product earns more per customer over time — but gives no date. How much of Airo's growth is new customers rather than existing ones?

• Airo stopped being a feature and became the product.

  Airo's annualized bookings run rate rose fivefold in one quarter to $50 million, almost all of it organic before any real marketing spend. It is no longer a helper bolted onto the old products — Airo is the platform GoDaddy sells. What share of Airo's bookings comes from token top-ups versus paid plans?

• GoDaddy is shrinking its near-term revenue on purpose.

  2026 revenue growth is guided to about 6%, and management says the slowdown is mostly its own doing: a contract ending, aftermarket sales left out of guidance, and a $5 .com offer that shrank each first order. Slower by choice.

• The old products are fading faster than Airo is filling in.

  Bookings grew more slowly than revenue in the applications segment last quarter: Airo absorbs jobs GoDaddy once charged thousands of dollars for, and management won't say when it catches up — so the size of that gap is a guess. Which products is Airo replacing, and how large are they?