GoDaddy Inc. (GDDY) has a relationship map with one unusually familiar name in several boxes: Amazon.com (AMZN). Amazon appears as a cloud provider, in the company’s customer map, and as one of the marketplaces GoDaddy enables merchants to use. The filing does not leave Amazon in one neat lane. It puts the company across the road, the storefront, and the plumbing underneath it.
GoDaddy says it is moving more of its own technology onto Amazon Web Services. The company also describes the migration as making its operations more reliant on outside infrastructure providers.
"We continue to migrate many of our non-hosting products and internal systems to Amazon Web Services."
(GoDaddy (GDDY) / 10-K / Feb. 25, 2026)
In plain English, Amazon is disclosed as a supplier for GoDaddy’s non-hosting products and internal systems. That is a specific operating relationship, not merely a cloud-industry comparison.
The company’s May filing adds another layer to the map, identifying Amazon in the customer relationship data while describing AWS as the host for many GoDaddy services.
"As we continue to transition many of our services to Amazon Web Services (AWS) to host our products, we have become, and may further become, more dependent on third parties to accommodate the traffic to our websites and those of our customers."
(GoDaddy (GDDY) / filing / May 1, 2026)
The disclosed point is about third-party hosting and traffic accommodation. Amazon is also listed as a distributor because GoDaddy’s commerce tools connect merchants to marketplaces, including Amazon and Etsy Inc. (ETSY).
"It also allows customers to sell on marketplaces such as Amazon, Etsy, eBay and Google Shopping and social media platforms such as Facebook and Instagram, with all channels managed from our centralized dashboard."
(GoDaddy (GDDY) / 10-K / Feb. 25, 2026)
So Amazon’s role is not just behind GoDaddy’s products. It is also one of the places GoDaddy’s customers can sell. The same corporate name shows up as infrastructure and storefront, which is a fairly efficient use of a filing’s real estate.
Microsoft Corporation (MSFT) sits in a different but connected part of the map. GoDaddy offers Microsoft 365 accounts on customer domains and calls Microsoft 365 one of its strategic partnerships.
"We offer fully-supported Microsoft 365 accounts that are easy to set up and use with our customers' domains."
(GoDaddy (GDDY) / 10-K / Feb. 25, 2026)
"Our flexible platform enables us to form strategic partnerships and quickly launch new products and offerings for our customers, including through partnerships such as Microsoft 365 to offer email and productivity solutions to our customers."
(GoDaddy (GDDY) / filing / May 1, 2026)
GoDaddy also discloses email partnerships with KMCM (KMCM) and XHG (XHG), and payment-processing partnerships with Visa Inc. (V) and Mastercard Incorporated (MA). The payment-network disclosure names Visa, Mastercard, and American Express as networks used for both GoDaddy and GoDaddy Payments processing.
On the competitive side, GoDaddy names Shopify Inc. (SHOP), Block Inc. (XYZ), PayPal Holdings Inc. (PYPL), Toast Inc. (TOST), Yelp Inc. (YELP), and TCX (TCX) among competitors in parts of its applications and commerce business.
"We consider the following to be a representative list of competitors we face in some of the major areas we operate in: With respect to our A&C products and services: Shopify, Block, BigCommerce, Stripe, PayPal, Liquid Web, SiteGround, WP Engine, Zoho…"
(GoDaddy (GDDY) / 10-K / Feb. 25, 2026)
The reverse filing check adds VeriSign Inc. (VRSN), which names GoDaddy as a competitor. The resulting map is less a straight supply chain than a knot: Amazon supplies infrastructure, appears in the customer relationship set, and hosts a marketplace where GoDaddy users sell. Microsoft supplies a branded productivity layer, while payment networks and commerce platforms fill out the surrounding circuitry.
These are relationships disclosed in SEC filings, mapped by jodie’s analytics. This is not investment advice.
