Research
FORUM TRANSCRIPT

GoDaddy – OmniCommerce Offering & 2022 Outlook

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former senior program manager at GoDaddy Inc

Agenda

  • GoDaddy’s (NYSE: GDDY) operating environment – user growth and 12-24-month retention outlook, plus SMB domain and hosting demand
  • GoDaddy’s OmniCommerce offering – differentiation and long-term ability to compete with Shopify (NYSE: SHOP)
  • Competitive dynamics – GoDaddy vs Wix (NASDAQ: WIX), Squarespace (NYSE: SQSP) and Shopify, plus pricing comparison and go-to-market strategy
  • Outlook for 2022 and beyond – potential for GoDaddy to gain market share upstream

Questions

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