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GoDaddy Inc. (GDDY) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

GoDaddy Inc. (GDDY) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 11:05 AM EDT

Company Participants

Mark McCaffrey – Chief Financial Officer

Conference Call Participants

Alexei Gogolev – JPMorgan Chase & Co, Research Division

Presentation

Alexei Gogolev
JPMorgan Chase & Co, Research Division

Okay. Hello, everyone, and welcome to JPMorgan Boston TMC Conference. And today, we are delighted to host GoDaddy management team. We’ve got Mark McCaffrey, CFO. We’ve got Christie in the audience as well from the Head of IR team. Mark, welcome.

Question-and-Answer Session

Alexei Gogolev
JPMorgan Chase & Co, Research Division

And if I may begin with some high-level micro business health questions, what customer behaviors most reliably signal improving micro business health? And where do you typically see some early changes?

Mark McCaffrey
Chief Financial Officer

First, thanks, Alexei, for having me up here. It’s always good to talk to you. Micro businesses and when we talk about small businesses, we really refer to micro businesses and entrepreneurs. And to put a little distinction, some people classify small businesses as 100 people. Generally, our customer base and who we deal with is a couple of people, mom-and-pop shop, an entrepreneur that maybe has multiple different endeavors going at once. So it really gets to what I would say that true rigor, somebody who has a lot of passion about what they’re doing because they have choices of what they can do and can’t do and they choose to do whatever endeavor they’re on. And that’s what we continue to see.

This group, despite the fact there are a lot of concerns about the macro environment and a lot of inflationary pressures being put on them, especially in the micro business area, they feel really good about their prospects to launch a business, create a

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