GoDaddy第四季度每股收益未达预期,但2025年展望承诺人工智能驱动增长和现金流激增

财报速递
15 Feb

周四收盘后,GoDaddy Inc.(纽约证券交易所代码:GDDY)报告了第四季度业绩,周五其股价下跌。 营业收入同比增长8%,按报告和恒定货币计算,达到11.92亿美元,超过市场预期的11.79亿美元。 本季度预订量同比增长9%,达到12亿美元。每股收益(EPS)为$1.36,未达到市场预期的$1.43。 营业现金流为3.405亿美元,同比增长14%;自由现金流为3.42亿美元,本季度同比增长12%。 截至2024年12月31日,现金和现金等价物及短期投资为11亿美元,总债务为39亿美元。 展望:GoDaddy预计第一季度收入为11.75亿-11.95亿美元,与市场预期的11.86亿美元相符。 2025财年,公司预计收入总额为48.60亿-49.40亿美元,高于市场预期的48.97亿美元。 GoDaddy预计2025年第一季度的标准化EBITDA利润率约为30%,全年预期扩展约100个基点。 此外,公司预计2025年自由现金流至少为15亿美元,高于2024年产生的13.56亿美元自由现金流。 GoDaddy首席执行官Aman Bhutani表示:“展望2025年,我们期待进一步创新GoDaddy Airo,增强我们的一体化技术平台,为我们的客户创造更多价值。” 这些分析师调整了对GoDaddy的目标价格: - Piper Sandler分析师Clarke Jeffries保持中性评级,将目标价从176美元上调至177美元。 - 摩根士丹利分析师Elizabeth Elliott保持持平评级,将目标价从227美元上调至228美元。 投资者可以通过Global X E-Commerce ETF(纳斯达克代码:EBIZ)和Collaborative Investment Series Trust Mohr Company Nav ETF(代码:CNAV)来获得该股的敞口。 价格动态:截至周五最后报价,GDDY股价下跌12%,报187.09美元。 图片来自Shutterstock。

以上内容来自Benzinga Earnings专栏,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.

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Image via Shutterstock.

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