Subtext

GoDaddy Inc. GDDY

SectorInformation Technology
Transcripts21
Date range2020-05-06 – 2025-05-01
Calls charted21

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: +8.32020 Q2 · Overall: +13.72020 Q3 · Overall: +13.52020 Q4 · Overall: +12.72021 Q1 · Overall: +16.62021 Q2 · Overall: +12.22021 Q3 · Overall: +19.32021 Q4 · Overall: +17.42022 Q1 · Overall: +14.72022 Q2 · Overall: +17.52022 Q3 · Overall: +10.82022 Q4 · Overall: +15.02023 Q1 · Overall: +17.62023 Q2 · Overall: +17.02023 Q3 · Overall: +16.22023 Q4 · Overall: +11.42024 Q1 · Overall: +10.02024 Q2 · Overall: +14.02024 Q3 · Overall: +13.82024 Q4 · Overall: +14.32025 Q1 · Overall: +17.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-29-15+0+15+292020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +16.62020 Q2 · CEO: +22.62020 Q3 · CEO: +22.52020 Q4 · CEO: +17.02021 Q1 · CEO: +22.12021 Q2 · CEO: +20.52021 Q3 · CEO: +25.12021 Q4 · CEO: +22.32022 Q1 · CEO: +22.62022 Q2 · CEO: +24.42022 Q3 · CEO: +17.62022 Q4 · CEO: +22.12023 Q1 · CEO: +25.52023 Q2 · CEO: +24.62023 Q3 · CEO: +23.22023 Q4 · CEO: +22.92024 Q1 · CEO: +22.82024 Q2 · CEO: +20.72024 Q3 · CEO: +23.52025 Q1 · CEO: +24.42020 Q1 · CFO: +5.92020 Q2 · CFO: +16.02020 Q3 · CFO: +10.62020 Q4 · CFO: +21.02021 Q1 · CFO: +18.42021 Q2 · CFO: +3.22021 Q3 · CFO: +12.42021 Q4 · CFO: +20.62022 Q1 · CFO: +13.22022 Q2 · CFO: +19.22022 Q3 · CFO: +6.72022 Q4 · CFO: +14.82023 Q1 · CFO: +12.42023 Q2 · CFO: +16.32023 Q3 · CFO: +19.32023 Q4 · CFO: +9.42024 Q1 · CFO: +7.72024 Q2 · CFO: +13.82024 Q3 · CFO: +9.42025 Q1 · CFO: +24.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-25-12+0+12+252020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +16.12020 Q2 · Prepared remarks: +18.32020 Q3 · Prepared remarks: +13.52020 Q4 · Prepared remarks: +13.22021 Q1 · Prepared remarks: +16.72021 Q2 · Prepared remarks: +12.22021 Q3 · Prepared remarks: +19.32021 Q4 · Prepared remarks: +17.42022 Q1 · Prepared remarks: +14.72022 Q2 · Prepared remarks: +17.52022 Q3 · Prepared remarks: +11.12022 Q4 · Prepared remarks: +15.12023 Q1 · Prepared remarks: +17.92023 Q2 · Prepared remarks: +17.42023 Q3 · Prepared remarks: +16.72023 Q4 · Prepared remarks: +11.42024 Q1 · Prepared remarks: +10.02024 Q2 · Prepared remarks: +14.02024 Q3 · Prepared remarks: +14.42024 Q4 · Prepared remarks: +14.32025 Q1 · Prepared remarks: +18.22020 Q1 · Q&A responses: +6.72020 Q2 · Q&A responses: +18.42021 Q1 · Q&A responses: +21.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-0.05$3.49$7.042020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $1.172020 Q2: $1.242020 Q3: $0.442020 Q4: $1.772021 Q1: $1.692021 Q2: $1.542021 Q3: $1.602021 Q4: $1.872022 Q1: $2.302022 Q2: $2.532022 Q3: $2.672022 Q4: $2.722023 Q1: $3.012023 Q2: $2.962023 Q3: $3.272023 Q4: $4.442024 Q1: $5.072024 Q2: $6.312024 Q3: $6.55

Forward P/E

10.0194.89179.762020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 35.752020 Q2: 64.452020 Q3: 168.052020 Q4: 49.722021 Q1: 44.172021 Q2: 54.502021 Q3: 46.422021 Q4: 37.732022 Q1: 33.572022 Q2: 27.032022 Q3: 28.522022 Q4: 28.182023 Q1: 24.022023 Q2: 25.152023 Q3: 22.942023 Q4: 24.032024 Q1: 23.232024 Q2: 21.722024 Q3: 23.56

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2021 Q1 tone ↑ +4.0 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -2.7 fwd EPS ↑ +0.43 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -6.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -4.8 fwd EPS ↑ +1.17 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+17.5——View →
2024 Q42025-02-13+14.3——View →
2024 Q32024-10-30+13.8$6.5523.6View →
2024 Q22024-08-01+14.0$6.3121.7View →
2024 Q12024-05-02+10.0$5.0723.2View →
2023 Q42024-02-13+11.4$4.4424.0View →
2023 Q32023-11-02+16.2$3.2722.9View →
2023 Q22023-08-03+17.0$2.9625.1View →