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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Google has been making changes to their algorithm, and they've steadily eroded domain names that exist solely for ad monetization with AdSense.”
Verisign frames Google's multi-year AdSense algorithm changes as steadily eroding demand for ad-monetized parked domains, a headwind for Google's domain-monetization business but minimal exposure for Verisign.
“we believe Altanovo's use of ICANN's processes to keep this from happening is an abuse of process and is being pursued in bad faith to keep .web off the market.”
VeriSign accuses Altanovo, its rival claimant for the .web TLD registry rights, of abusing ICANN's arbitration process in bad faith to keep .web off the market as the IRP dispute heads to a November 2025 hearing.
“We believe AltaNova's use of ICANN's processes to stop this from happening is an abusive process and is being pursued in bad faith to keep .web off the market.”
AltaNova is VeriSign's rival claimant for operating rights to the .web gTLD, contesting VeriSign's application through ICANN's IRP arbitration process.
| Analyst | Firm | Questions (Challenge)Percentage 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 (Challenge)Percentage 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 closed FY2025 with Q4 revenue growth of 7.5% to $425M and full-year revenue growth of 6.4%, as the domain name base reached a record 173.5 million names with the strongest new registrations since 2021. FY2026 guidance was introduced at $1.715-$1.735B revenue and $1.160-$1.180B operating income, and the dividend was raised 5.2%. New security services were in development, and higher CAPEX was planned for equipment replacement and AI-related demand.
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. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| 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 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |