Verified peer comparison

GDDY vs NET

GoDaddy Inc. compared with Cloudflare, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

GDDY

GoDaddy Inc.

$189.43

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NET

Cloudflare, Inc.

$189.43

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Company-specific comparison

Business exposure

GDDY: Internet Services and Infrastructure

NET: Internet Services and Infrastructure

Upside lens

GDDY: Airo can simplify website, marketing and commerce setup for small businesses and improve product attachment. Payments, point-of-sale and online selling tools can deepen relationships beyond domains and hosting. Recurring domains and applications provide renewal, cross-selling and pricing opportunities.

NET: Workers, inference and security products can capture traffic created by AI applications and autonomous agents. One global platform spanning security, networking and developer services can expand strategic customer relationships. Broader enterprise adoption can improve committed backlog and multi-product expansion.

Risk lens

GDDY: Business formation and discretionary marketing spending can weaken during economic stress. Website builders, commerce platforms and cloud providers can compete through bundles and lower prices. Domain abuse, data breaches or outages can create customer harm and reputational damage.

NET: Workforce restructuring may disrupt execution or customer support before expected efficiencies appear. Network expansion and AI capacity needs can pressure gross margin and free cash flow. Hyperscalers, security vendors and content-delivery networks compete across Cloudflare's portfolio.

Verified sources

GoDaddy Reports First Quarter 2026 Financial ResultsGoDaddy Inc. · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/7/2026, 12:00:00 AM

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GoDaddy Inc. Investor RelationsGoDaddy Inc. · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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GoDaddy Inc. SEC FilingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Cloudflare Announces First Quarter 2026 Financial ResultsCloudflare, Inc. · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/7/2026, 12:00:00 AM

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Cloudflare, Inc. Investor RelationsCloudflare, Inc. · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Cloudflare, Inc. SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/7/2026, 12:00:00 AM

Open original source