VeriSign, Inc. (VRSN)

VeriSign's stock experienced several events between April and October 2025. In Q1 2025, earnings met expectations, leading to a stock price increase. In Q2 2025, revenue increased, earnings per share beat estimates, share repurchase authorization increased, and a quarterly cash dividend was confirmed, with full-year domain base growth guidance raised. Berkshire Hathaway reduced its stake in VeriSign, causing a stock price drop. In Q3 2025, revenue and net profit surpassed expectations, but the stock slipped due to an underwhelming growth outlook and declining profitability, despite raised full-year revenue guidance. JPMorgan initiated coverage at Neutral, while Baird adjusted its price target, maintaining an Outperform rating.

VeriSign operates on a subscription-based model with predictable revenue, but experiences some seasonal dynamics in domain name registrations. The second quarter has historically seen higher expiring domains. VeriSign plans to increase marketing efforts with domain name registrars in the second half of the year to stimulate domain growth. In Q2 2025, new registrations were strong from the Asia-Pacific region. By Q3 2025, new registrations and renewal rates improved due to channel program improvements, increased registrar engagement, cyclical shifts, and rising demand driven by artificial intelligence.

VeriSign, Inc. is an American company that provides critical internet infrastructure and domain name registry services. It operates authoritative registries for top-level domains like .com and .net, and offers internet infrastructure services such as Managed DNS and DDoS Protection. The company uses a subscription-based model, generating revenue through domain name registrations and renewals.

VeriSign is headquartered in Reston, Virginia, and maintains a significant global presence. It operates a globally distributed registry operation with technical sites in over 60 nations across six continents, ensuring 100% DNS availability for .com for over 28 years.

VeriSign maintains a strong reputation as a trusted provider of internet infrastructure and domain name registry services. The company emphasizes its reliability in operating the .com and .net domain name resolution system, with 28 years of 100% availability. VeriSign is committed to security, stability, and resiliency of the internet. It also provides advanced 128-bit Secure Socket Layer (SSL) encryption.

VeriSign, Inc.'s ownership is mainly held by large institutional investors. There are 1620 institutional owners and shareholders holding a total of 97,448,647 shares. Berkshire Hathaway Inc. is the largest individual shareholder. Other major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp.