The introduction of the free version of Airo has acted as a catalyst for cross-sell opportunities, while Airo Plus presents distinct monetization possibilities. This gives rise to greater confidence in the long-term trajectory of the Application and Commerce segment of GoDaddy, which notably, is also the higher-margin side of the business.

Following interactions with the extended management team at GoDaddy's new headquarters, analysts left the investor event with a heightened expectation towards GoDaddy's pace of innovation, particularly how AI has integrated across their portfolio. Furthermore, GoDaddy's commitment to invest in marketing for Airo, punctuated by a planned Super Bowl appearance, underpins their promotional strategy.

The company showcased its Airo platform's impressive AI web design capabilities at its annual investor dinner, particularly highlighting the Airo Plus which provides a wider range of functionalities with direct monetization features. This is now beginning to be available in the U.S. following its initial launch at the end of September. Since the earnings, there has been an acceleration in customer engagement with the product, indicating that GoDaddy's Airo Plus for Managed Wordpress presents a substantial up-sell opportunity.