Jabil vs GoDaddy
Side-by-side comparison of AI visibility scores, market position, and capabilities
St. Petersburg FL contract electronics manufacturing (NYSE: JBL) ~$28.9B FY2024 revenue; $500M US AI data center manufacturing investment, hyperscaler and Apple primary EMS competing with Foxconn and Flex.
About
Jabil Inc. is a St. Petersburg, Florida-based contract electronics manufacturing services (EMS) and supply chain solutions company — publicly traded on the New York Stock Exchange (NYSE: JBL) as an S&P 500 Information Technology component — providing design, manufacturing, testing, and supply chain management services for electronics and manufactured products across cloud and digital commerce infrastructure, healthcare, automotive, industrial, and consumer markets through approximately 100,000 employees in 100+ facilities across 30+ countries. Jabil is one of the three largest global EMS providers, competing directly with Foxconn (Hon Hai) and Flex Ltd for multinational OEM manufacturing outsourcing. In fiscal year 2024 (ending August 2024), Jabil reported revenue of approximately $28.9 billion after completing the divestiture of its Healthcare segment (sold to a consortium led by PE firm CD&R for approximately $950 million in 2024), which represented a strategic decision to concentrate on higher-growth EMS segments. Jabil's $500 million announced investment in Southeast United States manufacturing for AI data center infrastructure customers — targeting hyperscale data center compute, networking, and storage hardware — is expected to be operational by mid-2026. CEO Mike Dastoor assumed leadership in 2024 following Mark Mondello's retirement, prioritizing AI infrastructure manufacturing as the primary growth vector.
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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