Tag: godaddy

48 articles

M&A
The Balance Sheet Behind Your Renewal Invoice: Who Owns the Hosting Industry, and What It Owes
by Natalia Nowak · 13 Jul 2026 · 14 min read
We mapped the hosting industry's owners and debt against our renewal-price index: the operators machines cannot price are the ones with liens on the renewal premium.
Industry reports
team.blue Reports the Climate Trade-Off of Consolidation
by Natalia Nowak · 7 Jul 2026 · 4 min read
Hosting's roll-ups are chasing science-based climate targets, but every acquisition imports emissions. team.blue's report documents the tension.
Industry reports
GoDaddy Warns It May Exit India Over a Domain-Privacy Ruling
by Natalia Nowak · 7 Jul 2026 · 3 min read
GoDaddy is appealing a Delhi High Court ruling forcing registrars to unmask domain owners and drop default WHOIS privacy, warning it may exit India.
Industry reports
Half a Billion Dollars to Shrink: What Public Filings Say a Hosting Customer Costs in 2026
by Natalia Nowak · 6 Jul 2026 · 8 min read
Wix spent $514M to lose subscribers; GoDaddy's customer base fell for a second year while ARPU jumped. Filings show hosting CAC quietly inflating.
Industry reports
The Hosting Industry Runs on Subscription Billing. Visa Made That More Expensive.
by Natalia Nowak · 1 Jul 2026 · 6 min read
A quarter into Visa's April 2026 VAMP change, the "excessive disputes" threshold now sits at 150bps, a live margin cost for hosting's renewal model.
Industry reports
AI Website Builders Are Now Part of Provisioning. A GoDaddy Outage Just Showed Why.
by Natalia Nowak · 29 Jun 2026 · 3 min read
A minor GoDaddy Airo site-creation incident shows AI builders are now part of onboarding and provisioning, not just marketing.
Industry reports
Hostinger’s Kodee: 91% VPS Resolution, 69% Reality. Here Is What the Data Actually Shows.
by Natalia Nowak · 25 Jun 2026 · 5 min read
Hostinger gave its AI agent Kodee terminal access to customer VPS. Retention rose from 66% to 70%, and only 7% of conversations need a human.
Industry reports
Europe’s Domain Market Is Splitting: Local Giants Hold the Base, Cloudflare and Namecheap Win the Flow
by Natalia Nowak · 19 Jun 2026 · 5 min read
Cloudflare takes 18.3% of new European ccTLD registrations with a 5.5% installed base. United Internet controls 17% but 9 of 12 brands are not growing.
Industry reports
Patchstack Now Underpins Most Major Managed WordPress Hosts. GoDaddy Joined the Stack.
by Natalia Nowak · 8 Jun 2026 · 8 min read
GoDaddy joined Patchstack's full-integration partner tier in April 2026. Most major managed WordPress hosting brands already use the Estonian vendor.
Industry reports
GoDaddy Joins a Second AI Agent Identity Consortium. DNS Is the Foundation.
by Natalia Nowak · 11 May 2026 · 7 min read
GoDaddy is now at the center of two AI agent identity initiatives: a Cloudflare product partnership and a 30-company HOL standards consortium. DNS is becoming the address book for AI agents, and the registrar is positioned to be the gatekeeper.
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