Amanpal Bhutani
We expect GoDaddy's stock to fall 20-30% as new CEO Aman Bhutani increases costs to invest in technology, missing consensus cash flow estimates by 10-30%.
Bhutani's visionary leadership and technology acumen are praised, but his focus on long-term competitive positioning will sacrifice near-term margins.
Despite Bhutani's strategic vision and acquisition experience, GoDaddy will struggle to offset Verisign fee increases, reducing margins over the next four years.
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