Verisign (NASDAQ:VRSN) reported its earnings for Q4 and FY2011, with revenue growth of 13% year-over-year for the full year. It ended 2011 with approximately 113.8 million active .com and .net domain names, a net addition of 1.9 million domains, right in line with our expectations. The domain renewal rate is also expected to be up marginally, to 73.4%. Read More »
Articles for VeriSign
Verisign Earnings Preview: What We’re Watching
Graph ItNEW!Monday, January 23rd, 2012 by Trefis Team
Verisign (NASDAQ:VRSN) is scheduled to announce its Q4 2011 earnings on January 26. We currently have a $37 Trefis price estimate for Verisign, which is nearly in line with the current market price. Verisign is primarily a domain name registrar which has the exclusive registry rights for .com and .net domains from ICANN. Its .com and .net domain registration business accounts for nearly 90% of Verisign’s $37 Trefis price estimate and is the only major business of the company after it sold off its security and authentication business to Symantec (NASDAQ:SYMC). Verisign competes primarily with other domain name registrars like NeuStar, Employ Media, and Afilias to win new and maintain existing registry rights. Read More »
Verisign Stock Gains from Growth in Domain Registrations
Graph ItNEW!Friday, January 13th, 2012 by Trefis Team
Verisign‘s (NASDAQ:VRSN) primary business is .com and .net domain registrations for which it acts as the exclusive domain registrar. It competes primarily with domain name registry providers such as NeuStar, Employ Media, and Afilias to win new and maintain existing registry rights. Verisign’s stock was up slightly in the last couple of weeks as the growth in domain registrations was pretty much in line with expectations in Q3 2011. There have been a few minor developments related to Verisign’s stock, which could impact its stock price going forward. Read More »
Domain Name Growth Reaffirms Verisign’s $37 Fair Value
Graph ItNEW!Tuesday, January 10th, 2012 by Trefis Team
Around 5 million new domain names were registered by users across the world in the third quarter, taking the total number of Internet domains to 220 million. The number of .com and .net domains increased to 112 million, accounting for slightly more than 50% of total internet domains. Verisign (NASDAQ:VRSN) is the exclusive domain registrar for .com and .net domains, and it competes with domain name registry providers like NeuStar, Employ Media, and Afilias to maintain existing and win new registry rights. Read More »
Verisign Looking at Custom Domains for Additional Revenue
Graph ItNEW!Wednesday, January 4th, 2012 by Trefis Team
The Internet Corporation for Assigned Names and Numbers (ICANN) recently approved a plan to increase the number of top level domains (TLDs) like .google, .apple, etc. Many brands and corporations have already submitted application for their own custom TLDs, which will be granted in January 2012. Verisign (NASDAQ:VRSN) is currently the exclusive registrar for .com and .net domains, and competes with other domain name registry providers like NeuStar, Employ Media, and Afilias for registry rights from the Internet Corporation for Assigned Names and Numbers (ICANN). Read More »
Verisign Launches Domain Countdown to Drive Domain Registrations
Graph ItNEW!Thursday, December 15th, 2011 by Trefis Team
Verisign (NASDAQ:VRSN) has launched a new service called DomainCountdown, which provides detailed information about expiring domain names. The service currently lists more than 320,000 expired domain names that can be registered by new users. Verisign is the exclusive registrar for .com and .net domains, and competes with other domain name registry providers like NeuStar, Employ Media, and Afilias for registry rights from the
Internet Corporation for Assigned Names and Numbers (ICANN).
Verisign Update: Teams up with Bit.ly, Stock Moves with Broader Market
Graph ItNEW!Tuesday, November 22nd, 2011 by Trefis Team
Verisign‘s (NASDAQ:VRSN) primary business is .com and .net domain registrations for which it acts as the exclusive domain registrar. It competes primarily with other domain name registry providers like NeuStar, Employ Media, and Afilias to win new and maintain existing registry rights
It has a relatively stable stock price which has been moving in tandem with the broader market, which has been quite volatile in the past couple of weeks, following turmoil in Europe. It was hovering in the $32 – $34 range in the last two weeks.
Check out our complete analysis of Verisign.
It posted its earnings last month, following which it stock jumped nearly 10%, due to a 14% increase in revenues from domain registrations. Since then, there have hardly been any significant developments related to its business except one.
It has teamed up with Bit.ly, the most popular URL shortener in order to monitor website traffic, popularity and trends. We are not sure how they plan to monetize that data, but they will likely sell it to online marketers. In any case, we don’t expect it to have any major impact on its Trefis price estimate.
We currently have a $37 price estimate for Verisign, which stands nearly 15% above its market price. Its domain registration business accounts for nearly 90% of its stock price.
Verisign Stock Heads to $37 on Growth in Domain Registrations
Graph ItNEW!Friday, November 4th, 2011 by Trefis Team
Verisign (NASDAQ:VRSN) is a relatively stable stock which has remained largely in the $30 – $34 range in the past quarter with few large movements. Its business is driven almost entirely by its .com and .net domain registration business for which it acts as the exclusive domain registry. Domain registrations (.com and .net) account for nearly 90% of its $37 Trefis price estimate. It competes primarily with other domain name registry providers like NeuStar, Employ Media, and Afilias to win new and maintain existing registry rights. Our current $37 Trefis price estimate for Verisign stands nearly 20% above its current market price.
Verisign Sees Steady Increase in Domain Registrations
Graph ItNEW!Friday, October 28th, 2011 by Trefis Team
Verisign (NASDAQ:VRSN) announced its Q3 FY2011 earnings, reporting a 14% increase in revenues year-over-year. It reported that it has added close to 2 million net new subscribers (.com and .net) bringing the total base of registered .com and .net domains to 112 million. We predict that it will end the year with slightly less than 114 million registered domains and expect its share of the total registered domains to be close to 50% in 2011, showing a steady decline throughout the forecast period.
Verisign Q3 Preview: Growth in Domain Registrations in Focus
Graph ItNEW!Wednesday, October 26th, 2011 by Trefis Team
Verisign (NASDAQ:VRSN) is scheduled to announce its fiscal year 2011 Q3 earnings on October 27. We currently have a $36 Trefis price estimate for Verisign, which stands 20% above its current market price. Verisign is primarily a domain name registrar which has the exclusive registry rights for .com and .net domains from ICANN. It competes with other domain name registry providers like NeuStar, Employ Media, and Afilias to win new and maintain existing registry rights. Its .com and .net domain registration business accounts for nearly 90% of its $36 Trefis price estimate, and is the only major business after it sold off its security and authentication business to Symantec (NASDAQ:SYMC).
VeriSign : All Articles
- Week of 2012-01-29
- Week of 2012-01-22
- Week of 2012-01-08
- 01/13/12 Verisign Stock Gains from Growth in Domain Registrations
- 01/10/12 Domain Name Growth Reaffirms Verisign’s $37 Fair Value
- Week of 2012-01-01
- Week of 2011-12-11
- Week of 2011-11-20
- Week of 2011-10-30
- Week of 2011-10-23
- 10/28/11 Verisign Sees Steady Increase in Domain Registrations
- 10/26/11 Verisign Q3 Preview: Growth in Domain Registrations in Focus
- Week of 2011-08-28
- Week of 2011-08-21
- Week of 2011-07-31
- Week of 2011-07-17
- Week of 2011-07-10
- Week of 2011-07-03
- Week of 2011-04-03
- Week of 2011-01-23
- Week of 2010-12-12
- Week of 2010-08-15
- Week of 2010-07-25
- 07/29/10 Potential 18% Upside to Dish’s Stock from Higher Pay TV Share, Subscriber Fees
- 07/28/10 Investor Expectations for Key VeriSign Metrics In Line With Forecasts
- Week of 2010-07-18
- Week of 2010-07-11
- Week of 2010-06-27
- Week of 2010-05-16
- 05/19/10 New Cloud Storage Software Can Help Symantec’s SaaS Business
- 05/18/10 Rebound in Internet Display Ad Market Will Boost VeriSign’s Domain Names Business
- Week of 2010-05-09
- Week of 2009-12-27
- Week of 2009-07-19