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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Rob Oliver | Robert W. Baird | 17 | 0% |
| Ygal Arounian | Citigroup | 11 | 0% |
| Alexei Gogolev | JPMorgan | 5 | 0% |
| Jamesmichael Sherman-Lewis | Citigroup | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 1 | 17 | 0% |
| Citigroup | 2 | 16 | 0% |
| JPMorgan | 1 | 5 | 0% |
VeriSign grew Q1 revenue 6.6% to $429M with EPS of $2.34, up from $2.10, as the domain name base reached a record 176.1 million names with the strongest new registrations since early 2021 and a 76.3% renewal rate. FY2026 revenue guidance was raised to $1.730-$1.745B, and a .com price increase was announced. AI was driving DNS utilization growth, and new security services were teased for upcoming launch, continuing the trend of quarter-over-quarter guidance raises.
Demand | Competitive Dynamics | Regulation Policy | Subscriber Growth | Cloud & AI | Pricing | Revenue Growth | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 1 | ||||
| 2025Q1 | 3 | 1 | 1 | 1 | ||||
| 2025Q2 | 4 | 3 | 1 | 1 | 1 | |||
| 2025Q3 | 2 | 5 | 1 | 1 | 1 | |||
| 2025Q4 | 5 | 2 | 1 | 1 | 1 | 1 | 1 | 1 |
| 2026Q1 | 3 | 3 | 1 | 2 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 3 | 4 | 2 | 5 | 3 |
| Competitive Dynamics | 3 | 1 | 3 | 5 | 2 | 3 |
| Regulation Policy | 2 | 1 | 1 | 1 | 1 | |
| Subscriber Growth | 1 | 1 | 1 | 2 | ||
| Cloud & AI | 1 | 1 | 1 | 2 | ||
| Pricing | 1 | 1 | 2 | |||
| Revenue Growth | 1 | 1 | 1 | |||
| Innovation & R&D | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VRSN Verisign | 7 | +6.6% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |