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Analyst
Jamesmichael Sherman-Lewis
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 9 of 9 questions from 2 companies
VRSNVerisign7 questions · 3 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
go through the price hike, could you update us on your churn expectations
Show response
John reiterated expectations for a modest renewal-rate tick down as first-time renewing mix grows, partly offset by higher-quality marketing programs.
where do you think the point of sale is most likely to occur? Could these be predominantly net new .web
Show response
Jim highlighted the high-assurance infrastructure and a limited registration program giving .com holders a companion .web as key go-to-market avenues.
Calendar 2026 Q1
And then any thoughts on .net pricing?
Show response
Jim noted .net has 10% annual price increase availability but no increase has been announced. VeriSign invests in marketing programs for .net.
what are your expectations for the price elasticity or renewal trends for these newer domains following the hike?
Show response
John noted renewal impact depends on retail registrar pricing decisions. Jim added the $10.97 per year price works out to about $0.03 a day.
Is your current infrastructure sufficient to handle this expanding Internet?
Show response
Jim confirmed infrastructure has multiple orders of magnitude in excess capacity with continuous qualitative and quantitative improvements.
Calendar 2025 Q4
can you unpack your assumptions on a macro or operational, that could drive domain growth to the low or the high end of the guide?
Show response
Jim said guidance reflects observed trends and regular registrar conversations. Noted the range encompasses most likely outcomes with updates as the year progresses.
Any expectations, then for, maybe the ICANN auction?
Show response
Jim clarified the application window opens in April, with no auctions but a contention set process. VeriSign is studying opportunities but has nothing specific to share.
GDDYGoDaddy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
You noted Airo drove a nearly 30% lift in product attach. So what offerings are seeing the greatest uptick?
Show response
Aman identified websites and email as top Airo attach products with LLC formation growing. Customer retention continuing to improve.
how has feedback been from partners in the developer community? Could you revisit the broader opportunity
Show response
Aman highlighted MuleSoft/Salesforce integration as validation, acknowledged need for more education similar to early DNS adoption. Direct and strategic.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| VRSN Verisign | 7 | 0%none of 7 questions |
| GDDY GoDaddy | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 4 | 0%none of 4 questions | 2 |
| 2026 Q1 | 3 | 0%none of 3 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Guidance Reliability2
- Product Launch2
- Pricing2
- Revenue Growth2
- Cloud & AI2
- Subscriber Growth1
- Capex Investment1
- Innovation & R&D1
- Macroeconomic1
Show all 12 topics
- Regulation Policy1
- Competitive Dynamics1