Want to see GDDY full AI Analyst Report?
EBITDA Margin by Segment
Reveals the profitability of each segment by comparing EBITDA to revenue, highlighting which areas are most efficient and potentially lucrative.A&C has steadily expanded into the mid‑40s margin range, materially outpacing Core Platform — a reflection of higher‑ARPU products, AI-driven attach and early Airo monetization, per management. Core Platform margin has improved into the low‑30s but remains more volatile and hampered by softer hosting/bookings and promotional tradeoffs. The margin mix shift toward A&C supports management’s >33% EBITDA and strong FCF targets, but investors should monitor Core Platform bookings and the nascent nature of AI monetization, which could require investment and temper future margin gains.
Date | Applications and Commerce | Core Platform |
|---|---|---|
Jun 30, 2026 | 46.80 | 33.40 |
Mar 31, 2026 | 45.20 | 33.00 |
Dec 31, 2025 | 47.10 | 34.80 |
Sep 30, 2025 | 45.70 | 33.00 |
Jun 30, 2025 | 44.40 | 32.70 |
Mar 31, 2025 | 44.10 | 31.50 |
Dec 31, 2024 | 46.70 | 34.10 |
Sep 30, 2024 | 46.00 | 33.00 |
Jun 30, 2024 | 43.50 | 30.50 |
Mar 31, 2024 | 42.30 | 31.50 |