Answer: GoDaddy expects roughly 70 % of its existing merchant base to adopt the new Turbo‑Mode checkout solution within the rollout period (the first 12‑month horizon cited in the press release).
Trading‑focused analysis
Fundamentals: A 70 % adoption rate translates to a substantial incremental revenue stream for GoDaddy’s Point‑of‑Sale (POS) ecosystem. At the company’s current average merchant spend of ~$2 k per year, the incremental lift could be $140 M in incremental annualized revenue (≈$10 M‑$15 M net contribution after cost of goods). This backs the recent “Buy” rating upgrades across several analyst houses, as the rollout expands GoDaddy’s “sticky” SaaS footprint and improves gross margins (POS software is high‑margin, ~80‑85 % gross). The adoption rate also validates the company’s strategy to monetize its massive small‑business base beyond domain/hosting services, reducing reliance on the relatively slower‑growing domain‑registration revenue.
Technical & market dynamics: The announcement came with a positive sentiment score (+70) and pushed the stock up ~4 % on the day, breaching the 50‑day EMA on high volume. The stock now trades near the upper band of its 30‑day Bollinger band, indicating fresh bullish momentum. However, the price is still below the 200‑day moving average, implying room for upside if adoption milestones are hit. A breakout above the 200‑day MA with volume could trigger a short‑term target around $15.50 (≈10 % upside) versus a downside support near $12.5 if adoption falls short of expectations.
Actionable implication: Keep a long position or initiate a bullish call on GDDY with a primary target of $15.50 (≈10 % upside) and a stop at $12.5. Monitor the company’s quarterly “Turbo‑Mode” adoption metrics (expected Q4 2025) and any updates on merchant onboarding volume; a miss of the 70 % target could trigger a pull‑back, while a beat would likely accelerate price toward the upper Bollinger band and trigger further upside.