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16:30
Jul 23 ◎

VRSN FY2026 Q2 Watch

VeriSign, Inc. (VRSN) FY2026 Q2 Earnings Call

VRSN ▾

Jim Bidzos

Management raised full-year domain base growth guidance to 5.2-6%, citing record new registrations, AI tailwinds, and the successful delegation of .web, signaling confidence in sustained demand and long-term profitable growth.

"we're increasing and narrowing our guidance for domain name base growth to be between 5.2% and 6% for 2026."

VRSN WATCH

HIGH

16:30
Apr 23 ◎

VRSN FY2026 Q1 Watch

VeriSign, Inc. (VRSN) FY2026 Q1 Earnings Call

VRSN ANTHROPIC ▾

Jim Bidzos

Management raised and narrowed domain base growth guidance, reported record domain name base and strong renewal rates, and increased revenue guidance for FY2026, signaling confidence in sustained demand.

"We're pleased to report that VeriSign delivered strong results in the first quarter of 2026, both operationally and financially."

VRSN WATCH

Jim Bidzos

VeriSign notes that Anthropic's AI models have demonstrated the ability to expose system vulnerabilities, reinforcing the need for high-assurance infrastructure and security services.

"with anthropics mythos, we've seen that AI is capable of revealing vulnerabilities in various systems."

ANTHROPIC WATCH

HIGH

16:30
Feb 05 ◎

VRSN FY2025 Q4 Watch

VeriSign, Inc. (VRSN) FY2025 Q4 Earnings Call

VRSN ▾

John Callis

Guidance implies continued moderate growth (revenue +4-5%) and stable margins, with cautious tone on capex headwinds from AI supply constraints. Overall in line with recent trends, neither overly bullish nor bearish.

"Revenue is expected to be between $1,715,000,000 and $1,735,000,000. Operating income is expected to be between $1,160,000,000 and $1,180,000,000."

VRSN WATCH

HIGH

16:30
Oct 23 ◎

VRSN FY2025 Q3 Watch

VeriSign, Inc. (VRSN) FY2025 Q3 Earnings Call

VRSN GOOGL ▾

Jim Bidzos

Management raised full-year domain name base growth guidance on the back of improving renewal rates, strong new registrations, and successful channel programs, indicating positive demand trends continuing.

"We now expect the growth in the domain name base to be between 2.2% and 2.5% for 2025."

VRSN WATCH

Jim Bidzos

Changes to Google's AdSense program are part of a multi-year erosion of domain monetization via parked pages, but VeriSign considers its exposure minimal after a decade of such adjustments.

"Google's AdSense has been around for a long time, and the changes that they made are part of a long process that's not new."

GOOGL WATCH

HIGH

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