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谷歌爸爸的股票出了什么问题
2023-05-05 18:43
- GoDaddy Inc (NYSE:GDDY) reported Q1 2023 revenue growth of 3.3% to $1.036 billion (+4.7% Constant Currency), broadly in line with the consensus.
- Applications & commerce revenue rose 11.5%, while Core platform fell 0.2% Y/Y. International revenue increased 3.3% Y/Y in the quarter.
- ARR for Applications and commerce segment rose 9% Y/Y, and for Core platform grew 1% Y/Y in Q1.
- Gross merchandise volume rose 18% Y/Y to $28 billion. Gross payments volume from GoDaddy's commerce surpassed $1 billion of annualized GPV in Q1.
- Total bookings and customers grew by 3.7% Y/Y and 0.7% Y/Y, with an annual revenue per user growth of 4.0% Y/Y.
- Normalized EBITDA rose 10.5% to $249.7 million, with margins expanding 160 bps Y/Y to 24.1%.
- EPS of $0.30 missed the consensus of $0.50.
- Cash and equivalents stood at $892.4 million at the end of Q1, while total debt stood at $3.90 billion.
- Unlevered free cash flow increased 6.0% Y/Y to $303.9 million in the quarter.
- With regard to the previously announced restructuring plan, the company recorded pre-tax restructuring charges of $50.4 million in Q1, including a $21.0 million charge related to the planned asset disposal. It expects restructuring and related exit charges of around $55 million to $65 million in H1 2023.
- In May 2023, Microsoft Corp (NASDAQ:MSFT) joined GoDaddy to facilitate payment in virtual meetings.
- Repurchases: GoDaddy repurchased shares worth $113.9 million year-to-date through March 2023.
- Outlook: For Q2 2023, GDDY expects revenues of $1.045 billion-$1.065 billion (+4% Y/Y at mid-point, consensus $1.06 billion) and a normalized EBITDA margin of about 25%.
- For 2023, the company reaffirms its outlook for revenues at $4.250 billion-$4.325 billion (+5% Y/Y at the midpoint, consensus $4.29 billion) and a normalized EBITDA margin at about 26%. GDDY expects an unlevered free cash flow of around $1.2 billion (+9% Y/Y).
- Price Action: GDDY shares closed lower by 4.55% at $69.00 after-hours on Thursday.
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