GoDaddy Inc
GoDaddy Inc

GoDaddy Inc. engages in the design and development of cloud-based technology products in the United States and internationally. The company provides domain name registration product that enables to engage customers at the initial stage of establishing a digital identity. It also offers shared Website hosting products that provide various applications and products such as web analytics, SSL certificates, and WordPress; Website hosting on virtual p...
Founded: 1997
Full Time Employees: 6,621
Founder: Bob Parsons 
CEO: Aman Bhutani  (Sep 2019~)
Sector: Technology
Industry: Software-Infrastructure
Next Earnings Date: 2023-02-08
Stock price: $78.74 (-1.24%)
This is how I use Cloudflare on my website
By: ssmlee04 Community Lead :))   💬 98   
   on Nov 22, 2022

Hi folks. This is Lee, creator of here. This post will briefly describe how I use Cloudflare tools on my website.

Cloudflare is a company that provides tools for you to analyze your website traffic. These tools enable you to detect and protect your web applications from cyber threats, and make your website run safer and faster. It has also added many features recently, like email security, workers, page functions, or zero trust. This makes it so much easier for companies to setup their basic web infrastructure and take advantage of their global network offering at an affordable price these days.

A few months ago they announced Cloudflare Registrar. A Registrar is a service that allows you to register a domain name. I used to register domain names with Godaddy, and I just recently found out that Cloudflare is also doing it, but they sell you the names at a wholesale price that is like 40% cheaper. Ouch Godaddy.

Once I added this domain name to my account I can proxy all the requests going to my website through Cloudflare servers. Without a proxy, if someone sends a request to your request would be sent to nameservers on the Internet. These nameservers would figure out what IP address those machines are located, and the request would be sent to that IP address. This approach has a few issues. That is you would expose the ip address to your application servers or load balancer. And the other is you would need to configure some firewall rules and handle things like DDOS mitigation yourself and none of those are easy things to tackle.

Instead, if you use a DNS proxy like theirs, those requests would be sent to their machines. They would figure out if the request are coming from bad actors or not before forwarding the request to your servers. And enabling this is as easy as a toggle.

Also, another thing they're doing really well is CDN. A CDN is a network of servers that you can push your resources like images or Javascript files to and keep a copy close to your users. For example, if you have a request response that never changes, it might be a viable use case to serve those responses through a CDN. You will save resources on your servers and make those requests faster.

They also have a lot of optimizations to make your website run faster. A few things worth mentioning include asset minimization, mobile redirect or image resizing. For example, you can have your images served through their network. They can, however, resize the image before delivering it to the person who requested it, based on factors like device sizes, geolocations ...etc and serves those images fast. Mobile redirect is also based on the same concept.

Zaraz is also a product they announced recently. The idea is that instead of running some 3rd party Javascript files that's causing your browser to slow down or suffer from compliance issues, you would be running those scripts on Cloudflare's machine before sending the webpage over to your users. This increases the website’s performance, and for GDPR use cases you don't need to know what you don't need to know from your users.

Pages is also a feature my website is currently using. It's well integrated with a lot of Javascript frameworks. Take my website for example, my website is using Qwik framework. And what you do is you can create a project by doing something as simple as

$ npm create [email protected]
$ git remote add origin
$ git push -u origin main

You would then tell Pages that you have these repo people taking over the building and deployment of the website. And within 10 minutes you would have a Hello World website running. In my opinion that also implies they have the ability to take on companies like $wix or $shop and it's just so easy to get started on building a web application these days using their service.

to be continued...

$net $amzn $akam $goog

Short godaddy might be a good idea
By: ssmlee04 Community Lead :))   💬 98   
   on Oct 12, 2021

Godaddy is probably a long term short trading idea. It costs around $20 every year to get a domain name from them but with other cheap domain registrars I am not sure why you can’t switch to using other services to get a domain name. The service is simply way too simple. You buy a domain name and points the nameservers to somewhere else and that’s it. Godaddy literally don’t do much after you pay for the domain name. $gddy

2020 SaaS review
By: ssmlee04 Community Lead :))   💬 98   
   on Jan 03, 2021

2020 is an interesting year for SaaS companies. Some of them went public and gained huge success in the stock market. Some of them continued their rally from 2016-2019 and have another great year. Some of them have greater success than the others because of their business models in the work-from-home environment. And there's a common thing for those SaaS companies, that is: those companies probably developed something people want.

The following is a list of the top 15 SaaS performers in our database in the last 250 days as of December 31, 2020.

Some of the companies here are getting a lot of attention this year. Terminologies like Zoom Fatigue even appeared in the second quarter. It seems everyone was talking about Zoom at some point. And that's reasonable because Zoom is the clear winner in this video conferencing space. They keep your company operational by providing you a smooth video call user experience for your employees and your clients. There are literally companies built on top of Zoom calls that provide you remote journey experiences, and they do great because of Zoom and Covid.

Cybersecurity is also something to worry about for companies in 2020. Intuitively, when companies are working remotely it would be harder for companies to safeguard their infrastructure. That's when companies like CrowdStrike or Zscalar or Okta come into play. Okta help companies manage their employees' access identities. Zscalar and CrowdStrike protect your web infrastructure using technologies to derive insights from your data and protect your infrastructure in real-time or near real-time.

Also when a lot of people are working remotely you'd expect Internet usage to go up. Cloudflare is a CDN company that help websites serve their requests fast. Fastly is also doing similar things in the video CDN space and helps companies like TikTok serve their videos. And as more people spend more time on their mobile devices those companies also do well. And to support those web requests you need companies like Twilio to send you SMS messages or phone calls, without Twilio you might not even able to login to your apps.

Also when people are staying at home people have more time to get creative. So maybe people start selling stuff on Shopify or Etsy or Pinterest or create websites on Wix. And at the same time, you have marketing companies like Facebook or TradeDesk or Digital Turbine to help you advertise your stuff on mobile devices. The success stories for those SaaS companies are inter-connected.

There are many other interesting SaaS companies that are not mentioned above. They are not in the top 15 maybe because they're not directly related to the stay-at-home trend, but that doesn't mean they're less interesting. As a software engineer, I have to use application monitoring services, database services, image compression and processing services, mailing services... and many others. This is what makes a modern software company functional. And as long as your company is growing you would continue to add and look for the best services for your company. And when more companies are becoming software companies I can imagine those SaaS companies to have a great future ahead.

A few things in common here for the companies on the list:

  • They grow REALLY fast. A lot of the companies on the list are growing 40-80% a year.
  • They all have really high gross profit margins.
  • They're traded at a very high valuation. A lot of them have a p/s ratio of 40-60.
  • The majority of them are losing money.
  • They don't pay dividends.

A possible explanation is that there are no clear winners in the space they're operating in, so they're doing whatever it takes to make sure they win in the long run. And of course that means they cannot afford to pay dividends. Also they're all traded at astronomical levels of valuations maybe because they have high profit margins, and the future for those companies are expected to be good.

Take DocuSign for example. They're one of the pioneers in e-signature. But e-signature is some sort of niche market. You may come up with another e-signature solution with a small team but by the time you have the solution in place you might already be spending millions achieving zero revenue while DocuSign might grow revenue another 40%. In the end there's just not enough market share for you to survive. So it would not be a good idea to copy DocuSign business model, this makes DocuSign (and all the SaaS companies) unique in a way.

If you look back at Amazon anytime in the past 20 years you'll see it's always traded at high multiples. It is still traded at high multiples today but would anyone complain that Amazon is too expensive? Probably not. Because now we know Amazon is dominating in any spaces they're operating in, we just couldn't see it 20 years ago. So maybe there's a correction between winning and being expensive and that's why all the cloud stocks are expensive because there's a chance all of them are dominating in their space in the next 5-10 years.

But, of course, being expensive does not mean the company would be successful eventually. But if you want to look for something good in the next 5-10 years there's a chance it's on the list but you just don't know it yet.


An interesting view about the value of Godaddy
By: ssmlee04 Community Lead :))   💬 98   
   on Nov 10, 2019

NO, GoDaddy doesn’t own all the domain.

If you consider the price of the domain before 20 years would be just more or less $12, Cheap right? Now the domain’s worth $ 14,26,92,946.16.

Just like this, Human Workers at GoDaddy find easy rememberable words like []( etc. If the domain is available GoDaddy spends $12 to make $12,000 out of it. It should also be noted that GoDaddy is the most & only preferred platform to sell and transfer domains.

But I'm not sure this is a valid point. Basically everyone is able to spend $12 to purchase a domain and hope for it to become $12,000. Although it's easier for them to get all the good domain names information GoDaddy is definitely not the only one that can do it. Also not sure if this explains why $GDDY has among the highest p/e ratios (like constantly between 60 - 150) in all cloud companies.