HIGHBuilt-inProduct / Revenue mix
62%
Core Platform products
“10-K Item 1: 'we derived approximately 62%, 64% and 66% of our total revenue, respectively, from sales of our Core Platform products'”
GDDY · Concentration risk · 10-K extracted
GoDaddy (GDDY) concentration risks
Updated
The most significant concentration GoDaddy discloses is Core Platform products at 62%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: GoDaddy’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
33%
international revenue
“10-K Item 1A: 'International revenue represented approximately 33%, 32% and 32% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's disclosed concentration profile combines a large-share product skew and a moderate geographic exposure. Core Platform products — the company's domain, hosting, and foundational web-presence offerings — contributed approximately 62% of total revenue in 2025, a large share by disclosed size that is structural in character. This reflects the company's origins as a domain registrar and web hosting provider, with the Core Platform serving as the foundational relationship layer from which other services are offered. Because the skew is product-structural rather than dependent on any single customer or counterparty, the primary risk is that demand for or pricing of core platform services shifts as the competitive landscape evolves. International revenue represented approximately 33% of total revenue in 2025, a moderate share by disclosed size that is also structural, reflecting the global distribution of small business owners who are the company's primary customer. This geographic exposure introduces currency translation effects and regional regulatory variability, both of which tend to manifest gradually rather than abruptly. Together, the two exposures are structural and well understood within the company's operating model. The product skew toward Core Platform services is the more material axis, as it implies that any deterioration in renewal rates, pricing power, or competitive positioning for domain and hosting services would affect the majority of the revenue base. The international exposure adds geographic diversification but also complexity.
For the engine’s reasoning on GDDY’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Software - Infrastructure
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| APPN | Appian Corporation | 2 | 2 | 0 | 4 |
| GDDY● | GoDaddy Inc. | 1 | 1 | 0 | 2 |
| AVPT | AvePoint, Inc. | 1 | 0 | 0 | 1 |
| ATEN | A10 Networks, Inc. | 0 | 2 | 0 | 2 |
| ACIW | ACI Worldwide, Inc. | 0 | 0 | 0 | 0 |
| AKAM | Akamai Technologies, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.