-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：GDDY公布2026年第一季度营收为12亿美元（同比增长6%），与市场预期一致；每股收益为1.60美元，高于此前预期的1.52美元，尽管订单增速从第四季度的5%放缓至2.7%。A&C业务增长11.6%至4.98亿美元，展现出一定的韧性，但增速持续放缓；核心平台业务增速依然疲软，仅为2.8%。鉴于竞争压力和小企业支出限制，我们认为订单疲软令人担忧，因为这引发了人们对增长可持续性的质疑。管理层重申了2026年营收预期为51.95亿美元至52.75亿美元（同比增长约6%），反映出订单改善前景不明朗。然而，我们看到人工智能商业化呈现令人鼓舞的迹象，ARPU增长9.3%至246美元，Airo AI Builder在beta版发布几周内就实现了数百万美元的年化预订量。我们认为，GDDY令人瞩目的利润率扩张，NEBITDA利润率达到32.6%（增长210个基点），展现了其运营纪律性，但保持A&C增长在10%以上对于提振投资者信心仍然至关重要。
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