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GoDaddy10-K: Supplier concentration

Heavy reliance on Microsoft for M365 and Copilot email and productivity offerings

What happened

This partnership is crucial for their offerings but also concentrates risk and ties their product roadmap to Microsoft's.

Source

SEC EDGARFeb 24, 2026

Annual report (Form 10-K)

GoDaddy 10-K for FY2025

Filing excerpt

We offer fully-supported Microsoft 365 accounts that are easy to set up and use with our customers' domains.

sec.gov/Archives/edgar/data/1609711/000160971126000010/gddy-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 24, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1609711
Accession number
0001609711-26-000010
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • AI
  • Microsoft Copilot
  • Microsoft 365

Vendors

  • Microsoft
  • ProofPoint
  • Barracuda
  • Titan
  • Open Xchange

Extraction

Confidence
Medium
Relevance
80%
Sentiment
Neutral
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/5f6eda74-be4a-47cf-96db-951f76236a91 returns this record as JSON. POST /v1/companies/enrich returns every signal for godaddy.com.

{
  "signal_id": "5f6eda74-be4a-47cf-96db-951f76236a91",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-03-03T06:01:40.88+00:00",
  "company": {
    "name": "GoDaddy",
    "domain": "godaddy.com"
  },
  "data": {
    "detail": "GoDaddy's email and productivity solutions are heavily built around reselling Microsoft 365 and Copilot, creating a significant dependency on a single vendor for a key product line. This partnership is crucial for their offerings but also concentrates risk and ties their product roadmap to Microsoft's.",
    "summary": "Heavy reliance on Microsoft for M365 and Copilot email and productivity offerings",
    "excerpts": "We offer fully-supported Microsoft 365 accounts that are easy to set up and use with our customers' domains.",
    "relevance": 0.8,
    "sentiment": "neutral",
    "confidence": "medium",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1609711/000160971126000010/gddy-20251231.htm",
    "filing_date": "2026-02-24",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "vendors_mentioned": [
      "Microsoft",
      "ProofPoint",
      "Barracuda",
      "Titan",
      "Open Xchange"
    ],
    "technologies_mentioned": [
      "AI",
      "Microsoft Copilot",
      "Microsoft 365"
    ]
  }
}

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