{
  "url": "https://struct.news/briefs/godaddy-inc-gddy-keeps-circling-back-to-amazon-amzn",
  "title": "GoDaddy Inc. (GDDY) keeps circling back to Amazon (AMZN)",
  "summary": "GoDaddy’s disclosed relationship map puts Amazon in three lanes: infrastructure supplier, customer relationship, and distribution channel.",
  "published_at": "2026-08-04T23:48:03.914040+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "GoDaddy Inc.",
    "ticker": "GDDY",
    "cik": null,
    "sector": "Technology",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "MSFT",
      "value": "MSFT",
      "display": "MSFT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    },
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    },
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    },
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    },
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "ETSY",
      "value": "ETSY",
      "display": "ETSY",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    },
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "MSFT",
      "value": "MSFT",
      "display": "MSFT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    },
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "KMCM",
      "value": "KMCM",
      "display": "KMCM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    },
    {
      "group": "GoDaddy’s disclosed relationship map",
      "label": "SHOP",
      "value": "SHOP",
      "display": "SHOP",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-04"
      }
    }
  ],
  "watch_next": [
    {
      "type": "product_pipeline",
      "statement": "Monitor R&D expense changes tied to investments in compute capacity, AI talent, and data supporting product development.",
      "importance": "medium",
      "evidence": "Research and development expenses increased $3.1 billion or 9% driven by continued investments in compute capacity, AI talent, and data to support product development that benefits the entire portfolio, as well as impairment and other related expenses in our XBOX business.",
      "source_date": "2026-07-29"
    },
    {
      "type": "product_pipeline",
      "statement": "Quarterly R&D expense increased, including specified increases in employee-related costs and computer hardware/software costs that include AI usage.",
      "importance": "medium",
      "evidence": "Research and development expenses increased for the three months ended March 31, 2026 compared to the same period in 2025, due to increases of $37 million in employee-related costs and $25 million in computer hardware and software costs, which includes AI related usage.",
      "source_date": "2026-05-05"
    }
  ],
  "related_tickers": [
    "AMZN",
    "ETSY",
    "GDDY",
    "KMCM",
    "MA",
    "MSFT",
    "PYPL",
    "SHOP",
    "TOST",
    "V",
    "XHG",
    "XYZ"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}