-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：GDDY公佈2026年第一季營收為12億美元（年成長6%），與市場預期一致；每股盈餘為1.60美元，高於先前預期的1.52美元，儘管訂單成長率從第四季的5%放緩至2.7%。 A&C業務成長11.6%至4.98億美元，展現出一定的韌性，但成長速度持續放緩；核心平台業務成長仍疲軟，僅2.8%。鑑於競爭壓力和小型企業支出限制，我們認為訂單疲軟令人擔憂，因為這引發了人們對成長可持續性的質疑。管理層重申了2026年營收預期為51.95億美元至52.75億美元（年成長約6%），反映出訂單改善前景不明朗。然而，我們看到人工智慧商業化呈現令人鼓舞的跡象，ARPU成長9.3%至246美元，Airo AI Builder在beta版發布幾週內就實現了數百萬美元的年化預訂量。我們認為，GDDY令人矚目的利潤率擴張，NEBITDA利潤率達到32.6%（成長210個基點），展現了其營運紀律性，但維持A&C成長在10%以上對於提振投資人信心仍然至關重要。
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