EPAM Systems vs GoDaddy
Side-by-side comparison of AI visibility scores, market position, and capabilities
Newtown PA software engineering outsourcing (NYSE: EPAM) ~$4.74B FY2024 revenue; Eastern European tech talent, Ukraine war delivery redeployment, AI coding tools, competing with Globant and Thoughtworks.
About
EPAM Systems, Inc. is a Newtown, Pennsylvania-based software engineering and IT services company — publicly traded on the New York Stock Exchange (NYSE: EPAM) as an S&P 500 Information Technology component — providing software product development, digital platform engineering, cloud migration, AI/ML implementation, and enterprise application services to global corporations through engineering delivery centers primarily in Poland, Hungary, India, and other Eastern European and global locations, following the forced redeployment of approximately 14,000 Ukrainian employees following Russia's February 2022 full-scale invasion of Ukraine. Prior to the war, EPAM had its largest delivery concentration in Ukraine (Kharkiv, Kyiv, Lviv — major technology talent hubs) — losing significant Ukrainian delivery capacity required rapid relocation of engineers to Poland, Czech Republic, Hungary, and other countries, demonstrating EPAM's operational resilience but creating near-term delivery disruption and cost increases. In fiscal year 2024, EPAM reported revenues of approximately $4.74 billion (-1% year-over-year) as the company navigated both the ongoing Ukraine conflict's operational complexities and the broader IT services spending slowdown affecting the sector as enterprise clients deferred discretionary technology projects. CEO Arkadiy Dobkin (co-founder, leading EPAM since 1993) has maintained EPAM's premium positioning as a "top-of-the-stack" engineering services provider — specializing in custom software product development for product companies (ISVs), digital transformation for financial services and healthcare clients, and cloud-native application engineering — rather than competing in commodity staff augmentation markets where Indian IT services firms (Infosys, Wipro) dominate on price.
Tempe AZ small business internet platform (NYSE: GDDY) $4.6B FY2024 revenue (+7%); 84M+ domains, GoDaddy Airo AI business creation, Applications & Commerce double-digit growth competing with Squarespace and Wix.
About
GoDaddy Inc. is a Tempe, Arizona-based internet domain registrar and small business platform company — publicly traded on the New York Stock Exchange (NYSE: GDDY) as an S&P 500 Information Technology component — providing domain name registration, web hosting, website building, email marketing, e-commerce tools, and payment processing to approximately 21 million customers worldwide through approximately 6,000 employees. In fiscal year 2024, GoDaddy reported revenues of $4.6 billion (+7% year-over-year), with the Applications and Commerce segment (website builders, e-commerce, email marketing, payment tools) growing at double-digit rates as GoDaddy shifted its revenue mix from commodity domain registration (low-margin, high-volume) toward higher-value SaaS subscription products that generate $20-80/month per customer versus $1-2/month from domain registration alone. CEO Aman Bhutani has executed GoDaddy Airo — an AI-powered business creation assistant that automatically generates a customized website, logo, professional email, social media profiles, and marketing content from a single business description prompt — positioning GoDaddy as the AI-first small business launch platform that reduces the time from business idea to online presence from days to minutes. GoDaddy Airo (launched 2024 at the US launch, expanding internationally) differentiates from Squarespace, Wix, and Shopify by automating the entire digital business setup workflow rather than providing only a website builder — enabling GoDaddy to capture a higher share of new business formation activity as the first-touch AI assistant that creates the domain, website, email, and marketing assets simultaneously.
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