GoDaddy第四季度每股收益未達預期,但2025年展望承諾人工智能驅動增長和現金流激增

財報速遞
02-15

週四收盤後,GoDaddy Inc.(紐約證券交易所代碼:GDDY)報告了第四季度業績,週五其股價下跌。 營業收入同比增長8%,按報告和恆定貨幣計算,達到11.92億美元,超過市場預期的11.79億美元。 本季度預訂量同比增長9%,達到12億美元。每股收益(EPS)爲$1.36,未達到市場預期的$1.43。 營業現金流爲3.405億美元,同比增長14%;自由現金流爲3.42億美元,本季度同比增長12%。 截至2024年12月31日,現金和現金等價物及短期投資爲11億美元,總債務爲39億美元。 展望:GoDaddy預計第一季度收入爲11.75億-11.95億美元,與市場預期的11.86億美元相符。 2025財年,公司預計收入總額爲48.60億-49.40億美元,高於市場預期的48.97億美元。 GoDaddy預計2025年第一季度的標準化EBITDA利潤率約爲30%,全年預期擴展約100個基點。 此外,公司預計2025年自由現金流至少爲15億美元,高於2024年產生的13.56億美元自由現金流。 GoDaddy首席執行官Aman Bhutani表示:“展望2025年,我們期待進一步創新GoDaddy Airo,增強我們的一體化技術平臺,爲我們的客戶創造更多價值。” 這些分析師調整了對GoDaddy的目標價格: - Piper Sandler分析師Clarke Jeffries保持中性評級,將目標價從176美元上調至177美元。 - 摩根士丹利分析師Elizabeth Elliott保持持平評級,將目標價從227美元上調至228美元。 投資者可以通過Global X E-Commerce ETF(納斯達克代碼:EBIZ)和Collaborative Investment Series Trust Mohr Company Nav ETF(代碼:CNAV)來獲得該股的敞口。 價格動態:截至週五最後報價,GDDY股價下跌12%,報187.09美元。 圖片來自Shutterstock。

以上內容來自Benzinga Earnings專欄,原文如下:

GoDaddy Inc. (NYSE:GDDY) shares are trading lower on Friday after the company reported fourth-quarter results after Thursday’s closing bell.

Revenue rose 8% year-over-year, on a reported and constant currency basis, to $1.192 billion, beating the consensus of $1.179 billion.

Bookings rose 9% Y/Y to $1.2 billion in the quarter. EPS of $1.36 missed the consensus of $1.43.

Operating cash flow came in at $340.5 million, up 14% Y/Y and free cash flow stood at $342.0 million, up 12% in the quarter.

As of December 31, 2024, cash and cash equivalents and short-term investments stood at $1.1 billion, and total debt was $3.9 billion.

Outlook: For the first quarter, GoDaddy expects revenue of $1.175 billion – $1.195 billion vs. consensus of $1.186 billion. 

For FY25, the company targets total revenue of $4.860 billion – $4.940 billion versus the street view of $4.897 billion.

GoDaddy expects a Normalized EBITDA margin of around 30% for the first quarter of 2025 and anticipates an expansion of about 100 basis points for the full year. 

Additionally, the company projects a free cash flow of at least $1.500 billion for 2025 versus the $1.356 billion of free cash flow generated in 2024.

GoDaddy CEO Aman Bhutani said, “Looking ahead to 2025, we are excited to further innovate around GoDaddy Airo, enhance our integrated technology platform and create even more value for our customers.”

These analysts made changes to their price targets on GoDaddy:

  • Piper Sandler analyst Clarke Jeffries maintained GoDaddy with a Neutral and raised the price target from $176 to $177.
  • Morgan Stanley analyst Elizabeth Elliott maintained GoDaddy with an Equal-Weight and raised the price target from $227 to $228.

Investors can gain exposure to the stock via Global X E-Commerce ETF (NASDAQ:EBIZ) and Collaborative Investment Series Trust Mohr Company Nav ETF (BATS:CNAV).

Price Action: GDDY shares are down 12% at $187.09 at the last check Friday.

Read Next:

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Image via Shutterstock.

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