Category: Stock reports

IONOS will cut about 450 roles, around 12% of its workforce, five weeks after raising its revenue growth forecast for 2026.

GoDaddy's discounted one-year .com pulled its domain count back into growth and cut quarterly bookings growth from 9.1% to 5%. Investors have now sued.

Akamai signed a $1.8B AI compute contract and surged 26% after earnings. Cloudflare beat estimates and fell roughly 16% on layoffs and a Q2 guidance miss. Same night, same market, opposite verdict on where infrastructure value lies in 2026.

GoDaddy added 13,000 net customers in Q1 2026 on a base of 20.4 million. ARPU grew 9% to $246, free cash flow expanded 15%, and the company is no longer competing hard for new subscribers.

NameSilo posted $65.5M revenue in 2025, up 18.5%, EBITDA up 84%, swung to profit, and its parent is now acquiring robotics firms with domain cash flows.

Cloudflare's 11% drop on April 9 was the opening move; Fastly fell 18% and Akamai 12% in the session that followed.

Cloudflare fell 11% on April 9 as Anthropic's Claude Managed Agents threatened the infrastructure layer Cloudflare spent two years building.

IONOS posted its highest EBITDA margin since going public (36.8%), doubled its net customer additions, and guided for 37-38% margins in 2026. CEO Achim Weiss said on the earnings call that AI will account for 50% of incremental revenue in 2026, rising to 80% by 2028.

hosted·ai has raised a $19 million seed round led by Creandum to build GPU virtualization software for service providers - pooling, multi-tenancy, and overcommit for GPU infrastructure. The founding team previously built OnApp (6,000+ cloud deployments, acquired by Virtuozzo) and ran UK2Group ($77M exit).

Hostinger distributed €11.8 million to employees through its stock option program, backed by €275.4 million in 2025 revenue (+51% YoY) and 4.6 million customers. The payout highlights a growing divide in the hosting industry: companies that share equity with employees versus PE-owned operators that optimize for investor returns.