GoDaddy Industry Context

How Does GoDaddy Inc. Sit in Its SEC Industry Classification?

GoDaddy Inc. files under SEC standard industrial classification 7373, Services-Computer Integrated Systems Design. Among the 28 companies Swoopr covers under SIC 7373, its latest reported revenue of $5.0 billion ranks 6th. The comparison uses each company's own latest fiscal year, which can differ by up to a year across the group.

Measure	GoDaddy Inc. (FY2025)	Peer reference
Revenue	$5.0 billion	6th of 28
Operating margin	22.8%	7.2% (median of 8 peers with a quarter to four times its revenue)
Revenue growth	+8.3%	+1.7% (median of 8 peers with a quarter to four times its revenue)

Companies of similar size in the same classification: PARSONS CORP ($6.4 billion), Science Applications International Corp ($7.3 billion), CACI INTERNATIONAL INC /DE/ ($8.6 billion), JACK HENRY & ASSOCIATES INC ($2.4 billion), UNISYS CORP ($2.0 billion).

A classification code groups companies by how they describe their main business to the SEC, so two companies with the same code can still differ in customers, geography and cost structure. Treat the comparison as a starting point for the questions below.

Where value can be captured

The digital value chain can include semiconductor and server suppliers, cloud infrastructure, networking, software development, distribution channels, app stores, enterprise procurement, and end users. The most defensible layer is often where data, workflow, or ecosystem integration raises switching costs.

For GoDaddy, name suppliers, channels, customers and infrastructure dependencies only when a reliable source establishes the relationship. The goal is to show where the company sits, what it depends on, and where bargaining power resides.

Industry drivers

Customer Additions: connect this driver to a disclosed KPI and to the financial statement line it influences.
Seat Or Workload Growth: connect this driver to a disclosed KPI and to the financial statement line it influences.
Pricing: connect this driver to a disclosed KPI and to the financial statement line it influences.
Retention And Expansion: connect this driver to a disclosed KPI and to the financial statement line it influences.
Usage Or Consumption: connect this driver to a disclosed KPI and to the financial statement line it influences.
Product Adoption: connect this driver to a disclosed KPI and to the financial statement line it influences.
Sales Efficiency: connect this driver to a disclosed KPI and to the financial statement line it influences.
New Modules Or Platform Expansion: connect this driver to a disclosed KPI and to the financial statement line it influences.

Macro connections

Enterprise It Spending: document the transmission mechanism rather than assuming correlation.
Advertising Spending Where Relevant: document the transmission mechanism rather than assuming correlation.
Cloud Adoption: document the transmission mechanism rather than assuming correlation.
Interest Rates Through Valuation And Customer Budgets: document the transmission mechanism rather than assuming correlation.
Labor Costs: document the transmission mechanism rather than assuming correlation.
Cybersecurity Spending: document the transmission mechanism rather than assuming correlation.

Peer map

A starting peer group from the current S&P 500 classification is Accenture, Adobe Inc., Advanced Micro Devices, Akamai Technologies, Amphenol, Analog Devices. Some may be adjacent rather than direct competitors. The latest GoDaddy filing and credible industry sources should refine the map.

Questions for the supply-chain map

Which inputs are scarce, concentrated, regulated, or difficult to substitute?
Which layer has the highest switching costs?
Where can capacity expand quickly, and where does it take years?
Which participants bear inventory, credit, commodity, or utilization risk?
Is GoDaddy's advantage located in intellectual property, physical assets, licenses, distribution, brand, data, or customer integration?
Which dependency could become a bottleneck under stress?

References

The evergreen analysis above is anchored to verified index metadata and a filing-first research workflow. Time-sensitive financial figures are refreshed from the latest primary filings.

Source-review rule: Check any statement about current revenue, margins, management, products, segment mix, guidance, market share or capital allocation against the latest 10-K, 10-Q, 8-K, proxy statement, earnings release or official investor-relations material before relying on it.