Currently at all-time peak NRR of 115%.
GoDaddy is above the Dev Tools Public median by +0pp (cell median: 115%)
GoDaddy (GDDY) is a dev tools company at the public stage. As of its most recent disclosure (FY2023-Q4), GoDaddy reported a Net Revenue Retention rate of 115% - a strong result for B2B SaaS at this segment.
GoDaddy is currently at or near its all-time NRR peak. The most recent quarter gained 23pp QoQ.
Within its peer set (dev tools companies at public stage in the under $5k acv band), GoDaddy's NRR is roughly in line with the cell median of 115%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Logo flow per period (count-side complement to dollar-based NRR).
Revenue, ARR, and team-size denominators for the productivity ratios.
Support tiers: Care organization · Airo Plus (directly monetized experience)
CS team segments: Strategic · Enterprise · Mid-Market · SMB
CSM model: hybrid
Education programs: GoDaddy training and engagement content
Top customer exec: Srinivas (Srini) Tallapragada - President and Chief Engineering and Customer Success Officer, Salesforce (since 2023) · reports to CEO
CCO comp tied to retention: Yes - CEO individual performance component includes building trusted customer relationships and adoption metrics.
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Transformation of GoDaddy Airo into an agentic platform with 25+ agents in production.
"transformation of GoDaddy Airo into an agentic Airo.ai platform with 25+ agents in production"
Launched a merchant cash advance program for eligible users.
"Launched GoDaddy Capital, a merchant cash advance program for eligible users"
AI-powered solution to help small businesses automate tasks and improve customer engagement.
"GoDaddy Airo, our AI-powered solution, continues to gain traction with our customers."
Open architecture built on industry standards to serve as a trust layer for AI-powered agents.
"we launched Agent Name Service (ANS), an open architecture built on industry standards to serve as a trust layer"
AI-native support technology across voice and chat that handles customer queries and improves resolution rates.
"In Q1, we achieved key proof points... we launched Airo Care, a new AI-native support technology"
AI-native experience enabling customers to move from idea to execution, creating websites and business capabilities.
"Airo AI Builder... is an AI-native experience that enables customers to move from idea to execution in minutes"
Launch of a new website built on the GoDaddy software platform to test Agentic AI agents quickly.
"These new capabilities are available through the beta launch of Airo.ai, a new website built on the GoDaddy software platform."
A fully guided and proactive digital experience powered by agentic AI to complete complex, multi-step tasks.
"Brought to the customer experience as Ask Aero, its goal is to be a fully guided and proactive digital experience"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
Rapid pace of change and need for infrastructure to ensure safe agentic interactions.
"The pace of change around the world and across industries has accelerated rapidly."
Retention rate dipped to 84% due to divestitures and end of life of certain products.
"retention rate was approximately 84% due to divestitures, migrations and end of life of certain products"
AI-driven search modes are impacting traditional top-of-funnel search traffic.
"we do see some impact to traffic in search because of the move to AI mode"
Retiring lower-value products to focus on high-intent customers, impacting gross customer counts.
"took the opportunity to remove a lower-value product offering... partially offset the customer growth"
Shift toward shorter initial contract terms (one-year) reducing upfront bookings.
"shift in term mix, combined with the promotional price, reduced upfront bookings and near-term revenue"
Broader industry challenges regarding traffic from search engines.
"I think a lot of companies are facing challenges of traffic from search"
Curated quotes about customer outcomes, retention, renewals.
"Our strategy is relentlessly focused on creating customer value and transforming it to shareholder value through better conversion, attach, and retention."
"By year-end, nearly all customers are now on our integrated platform, which boasts an impressive 85% plus retention rate."
"Our stronger, more resilient cohorts are already translating into improvements with retention above 85% for customers on our GoDaddy platform."
"The results of our efforts... are found in the increase in average order size and improvement in renewal rate, driving customer retention and lifetime value."
"This group now represents nearly 9% of our total base... What's more, this cohort demonstrates near perfect retention."
"Aero cohorts consistently outperform non-Aero cohorts across key metrics, including average order size, multi-product attach rates, and renewals"
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
GoDaddy appears on 7 of our retention leaderboards.
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