Summary
VeriSign, Inc. (VRSN) Q4 2025 Earnings Call Transcript
VeriSign, Inc. (VRSN) Q4 2025 Earnings Call Transcript
VeriSign posts increase in quarterly revenue on robust demand for domain names
Internet services company VeriSign reported an over 7% rise in third-quarter revenue on Thursday, driven by steady demand for domain registrations as businesses build their online presence.
VeriSign Holdings: Recent Sell-Off Offers An Entry Point Into A Wide Moat Compounder
VRSN is a wide-moat compounder with legal monopoly on .com/.net, strong pricing power, and consistent capital returns, making it a high-conviction long-term play. Recent share price drop is sentiment-driven due to Berkshire's trim, not fundamentals; current valuation bakes in overly bearish assumptions, creating a compelling entry point. Growth prospects are robust: .com domain growth is rebounding, new marketing initiatives are working, and potential .web acquisition could further boost topline.
Verisign Inc. (VRSN) FAQ
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Verisign Inc. Profile
| Transportation Infrastructure Industry | Industrials Sector | D. James Bidzos CEO | NASDAQ (NGS) Exchange | 92343E102 CUSIP |
| US Country | 929 Employees | 19 Feb 2026 Last Dividend | 7 Dec 1999 Last Split | 29 Jan 1998 IPO Date |
Overview
VeriSign, Inc., founded in 1995 and headquartered in Reston, Virginia, operates as a global provider of domain name registry services and internet infrastructure. Spanning its services worldwide, the company plays a crucial role in ensuring the security, stability, and resiliency of the internet's underlying infrastructure. With a focus on enabling seamless internet navigation, VeriSign manages indispensable components of the digital era's backbone, making it a pivotal entity in the realm of global e-commerce and online communication.
Products and Services
VeriSign's portfolio comprises a range of products and services designed to enhance the functionality and security of the internet. These include:
- Root Zone Maintainer Services: VeriSign is entrusted with the maintenance of the root zone, an essential part of the internet's domain name system (DNS) architecture. This service ensures a reliable and uninterrupted connection between domain names and IP addresses, facilitating seamless internet navigation.
- Operation of Internet Root Servers: The company operates two of the thirteen pivotal internet root servers, a critical infrastructure component that supports the entire internet DNS system. These servers provide the foundational DNS information required to locate domain names globally, bolstering the internet's stability and reliability.
- Domain Name Registry for .com and .net: VeriSign acts as the authoritative registry for the .com and .net domains, two of the most widely used top-level domains (TLDs) on the internet. This service includes the registration, operation, and resolution of these domains, facilitating a significant portion of global e-commerce and online activities.
- Directory Services for .name and .cc: Beyond its core .com and .net registry services, VeriSign also operates directory services for the .name and .cc TLDs. These niche domains cater to personal and commercial users looking for a unique online identity or presence.
- Back-end Systems for .edu Domain Names: VeriSign provides the critical back-end systems necessary for the registration and operation of the .edu domain, serving educational institutions. This underscores the company's role in supporting the digital infrastructure of academic entities worldwide.
