Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
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.
San Jose CA intelligent data infrastructure (NASDAQ: NTAP) ~$6.5B FY2025 revenue; ONTAP all-flash arrays + Azure/AWS/GCP cloud storage services, NVIDIA AI pipeline partner competing with Pure Storage and Dell EMC.
NetApp, Inc. is a San Jose, California-based intelligent data infrastructure company — publicly traded on NASDAQ (NASDAQ: NTAP) as an S&P 500 Information Technology component — providing cloud-led, data-centric storage and data management solutions for enterprises deploying hybrid multi-cloud architectures, AI workloads, and modern application environments through approximately 11,000 employees worldwide. NetApp's product portfolio centers on its ONTAP operating system for all-flash arrays (AFF/ASA product lines), delivering unified storage for block, file, and object workloads — and its cloud storage services: Azure NetApp Files (ANF, native Microsoft Azure integration), Amazon FSx for NetApp ONTAP (AWS native integration), and Cloud Volumes ONTAP for Google Cloud — which collectively enable enterprises to use the same ONTAP data management capabilities on-premises and in all three hyperscale clouds. For fiscal year 2025 (ending April 2025), NetApp reported approximately $6.5 billion in revenue with continued all-flash array growth and cloud storage services expanding at 20%+ annually. CEO George Kurian has led the company since 2015, executing the strategic transformation from on-premises storage vendor to intelligent data infrastructure platform. NetApp's AI data pipeline solutions — purpose-built for NVIDIA DGX and GPUDirect Storage workflows — position the company as infrastructure for enterprise AI training and inference at scale.
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