GoDaddy Inc. (NYSE: GDDY) is stepping onto one of tech’s most closely watched stages. Chief Financial Officer Mark McCaffrey will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 2, 2026, at 11:30 a.m. ET.

At first glance, it’s a routine investor conference appearance. In practice, these TMT-stage briefings often double as strategic temperature checks for Wall Street—and, increasingly, for the broader MarTech and SMB tech ecosystem.

Why This Presentation Matters

The Morgan Stanley TMT Conference has become a bellwether event for public tech companies. CFO presentations here tend to go beyond quarterly recaps. They’re about narrative control: growth durability, margin discipline, and forward-looking bets.

For GoDaddy, that likely means clarifying three key areas:

1. AI Integration Across SMB Tools
GoDaddy has been steadily embedding AI into its website builder, marketing automation, and commerce products. Investors will want specifics: adoption rates, monetization strategy, and competitive differentiation against rivals like Wix and Squarespace.

2. ARPU and Commerce Expansion
The company has shifted from being “just a domain registrar” to a broader small-business platform. The focus now is increasing average revenue per user (ARPU) through payments, email marketing, and digital storefront tools. Any updates on cross-sell performance or subscription growth will draw attention.

3. Margin Discipline in a Competitive Market
With macro pressures easing but competition intensifying, operational efficiency remains front and center. CFO commentary often signals how aggressively a company plans to balance product investment with profitability targets.

Context: Domains Are Stable—Services Are Strategic

GoDaddy’s core domain business provides predictable recurring revenue, but it’s the adjacent services—web hosting, marketing tools, and e-commerce enablement—that represent long-term expansion. In a market where SMBs increasingly expect all-in-one digital stacks, GoDaddy is competing not only with pure-play website builders but also with commerce ecosystems like Shopify.

The broader MarTech landscape is shifting toward AI-powered automation and vertically integrated platforms. Investors will likely be listening for signals about how GoDaddy positions itself in that arms race—particularly as generative AI reshapes content creation, SEO workflows, and customer engagement tools for small businesses.

Investor Access

The presentation will be available via live audio webcast, with replays posted afterward on GoDaddy’s Investor Relations website. For analysts and institutional investors, these sessions often contain subtle but meaningful shifts in tone that can move markets.

For the MarTech industry, the bigger question is whether GoDaddy continues evolving into a full-fledged SMB operating system—or remains best known for domains and hosting.

Given the pace of consolidation and AI acceleration across the sector, the answer could shape more than just a quarterly earnings model.

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