Core Insights - Warren Buffett announced his retirement as CEO of Berkshire Hathaway, having sold many winning stocks in 2024, solidifying his status as a legendary investor [1] - Berkshire Hathaway also made strategic additions to its portfolio, notably increasing holdings in Sirius XM and VeriSign, both of which possess strong economic moats and recurring revenue streams [2] Company Analysis: VeriSign - VeriSign operates as the official registry for .com and .net internet addresses, maintaining a monopoly that requires all .com and .net IP addresses to pay subscription fees [3] - Despite a slight decline in the total number of .com and .net domain names, VeriSign's revenue grew by 4.7% last quarter due to contractually allowed price increases [5] - The company signed a new six-year contract with ICANN and NTIA, allowing it to maintain its monopoly and raise .com prices by up to 7% in the last four years of the contract [6] - With the potential for domain name growth and price increases, VeriSign is positioned to grow at a rate higher than GDP over the coming years [7] - VeriSign has increased its 2025 guidance and initiated its first-ever dividend, resulting in a stock price increase of 33.3% for 2025 [17] Company Analysis: Sirius XM - Sirius XM is the only satellite radio company, primarily serving automotive customers, but faces challenges from streaming services [4] - The company has experienced subscriber and revenue declines since Q4 2022, with a 1.7% decline in subscribers and a 4.3% revenue decline last quarter [8][9] - Sirius XM is focusing on its core in-vehicle audience and enhancing its premium offerings while implementing a price increase [11][12] - The company is also introducing a low-priced, ad-supported tier to attract lower-income customers, similar to strategies used by Netflix [13] - Despite recent declines, Sirius XM has reiterated its 2025 targets for revenue and free cash flow, indicating potential stabilization [15] Valuation Comparison - There is a significant valuation gap between the two companies, with VeriSign trading at 31 times this year's earnings estimates and a forward dividend yield of 1.1%, while Sirius XM trades at just 7.6 times this year's earnings estimates with a dividend yield of 5% [19] - Sirius XM's higher debt load of approximately $10.5 billion, or 3.8 times adjusted EBITDA, presents a risk, especially given its revenue declines [20] Investment Considerations - The choice between investing in Sirius XM or VeriSign depends on risk appetite and belief in Sirius XM's turnaround strategy [21] - Sirius XM presents potential upside due to its low valuation and improving conditions, while VeriSign's current valuation reflects its strong performance [22] - However, Sirius XM carries higher risk due to uncertainties surrounding its turnaround efforts [23]

The domain registry operator runs an evergreen business.VeriSign (VRSN -1.40%) isn't considered a high-growth stock. But over the past three years, the domain registry operator's shares rallied 66% as the S&P 500 advanced 37%. Let's see why this oft-overlooked stock beat the market -- and where it might head over the next three years.A boring but evergreen businessVeriSign operates the authoritative domain name registries for the internet's two most popular top-level domains: .com and .net. It's also the ma ...

Warren Buffett is not known for betting big on technology stocks, but one long-term favorite of his has been VeriSign (VRSN 1.25%). Buffett began accumulating shares of the company back in 2012, and it was one of the few stocks he was buying in the fourth quarter of last year. The company demonstrated why it's a Buffett favorite when it released its Q1 earnings report. Although the overall market has been under pressure, the stock is up more than 30% year to date. (NYSE: GDDY) Boring, but beautiful VeriSign ...

利用其股票筛选工具，CNBC Pro通过衡量14日相对强弱指数（RSI）筛选出华尔街上最超买和最超卖的 股票。一般来说，RSI超过70意味着股票可能超买，短期内面临回落风险；而RSI低于30则表示股票可 能超卖，在市场上涨时有望反弹。 本周一些投资者热捧的股票，若市场波动持续，可能处于回调的边缘。 近期，由于特朗普总统最新的关税消息，股市出现了剧烈波动，投资者正在等待美国与贸易伙伴之间潜 在的协议。特朗普表示，相关协议将在"未来三到四周内宣布"。 尽管本周初市场经历了大幅下跌，但在随后的几天中强劲反弹，三大股指周五实现了四连涨，并以大幅 上涨收官。本周，标普500指数上涨超过4%，纳斯达克综合指数上涨近7%，道琼斯工业平均指数上涨 超过2%。 投资者现在正关注即将公布的一系列大科技公司财报，如果业绩"表现尚可"，可能进一步推高市场。这 紧接着是Alphabet在周四盘后公布了超出预期的营收和利润，带动其股价在周五上涨。 | | | | | ANALYST | TARGET | | --- | --- | --- | --- | --- | --- | | SYMBOL ﭘ | COMPANY 41 P | P ...

VeriSign (VRSN 8.43%) shares took off Friday morning after the company released first-quarter earnings and declared a dividend for the first time. Its solid results also allowed the company to raise revenue guidance for the full year.Investors jumped into what has been one of the big stock market winners so far this year. Shares jumped 9.3% higher as of 11:35 a.m. ET, giving the stock a gain of 33% year to date.VeriSign is a big Warren Buffett holdingThe initiation of a quarterly cash dividend surely made s ...

With tariffs dominating the conversations in financial markets recently, looking for stocks that can withstand their effects can be highly valuable. This is true even as President Trump appears to be making a 180 on his tariff talk. The Wall Street Journal has communicated with a senior White House official. This person believes that Trump could reduce tariffs on China to 50% to 65% from the current 145%. This was music to many investors' ears. It was one of the key factors helping the S&P 500 Index rise by ...

VERISIGN* Q1 2025 Earnings Conference Call April 24, 2025 Safe Harbor Disclosure Statements in this presentation other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not limited to, statements regarding (i) Q1 2025 renewal rate expectations, (ii) Domain Name Base change expectations, (iii) our full year 2025 financial guidan ...

VeriSign, Inc. (NASDAQ:VRSN) Q1 2025 Earnings Conference Call April 24, 2025 4:30 PM ET Company Participants David Atchley - VP, IR & Corporate Treasurer James Bidzos - Executive Chairman, President & CEO George Kilguss - EVP & CFO John Calys - SVP, Global Controller and Chief Accounting Officer Conference Call Participants Ygal Arounian - Citi Rob Oliver - Baird Operator Good day, everyone. Welcome to VeriSign, Inc.'s first quarter 2025 earnings call. Today's conference is being recorded. Recording of this ...

VeriSign (VRSN) Q1 2025 Earnings Call April 24, 2025 04:30 PM ET Company Participants David Atchley - VP, Treasury & Investor RelationsD. James Bidzos - Executive Chairman, President & CEOGeorge Kilguss - Executive VP & CFOYgal Arounian - Director - Internet Equity ResearchJohn Calys - SVP & Chief Accounting Officer Conference Call Participants Rob Oliver - Senior Research Analyst Operator Good day, everyone. Welcome to VeriSign's First Quarter twenty twenty five Earnings Call. Today's conference is being r ...

Financial Performance - Revenues for the three months ended March 31, 2025, were $402.3 million, representing a 5% increase compared to $384.3 million in the same period of 2024[46] - Operating income for the same period was $271.2 million, also a 5% increase from $258.0 million in the prior year[46] - Cash flows from operating activities were $291.3 million for the three months ended March 31, 2025, compared to $257.3 million in the same period of 2024[46] - Revenues from the U.S. increased by 4% to $266.1 million, while revenues from EMEA rose by 11% to $67.0 million[55] - Net cash provided by operating activities increased to $291.3 million for the three months ended March 31, 2025, compared to $257.3 million in the same period last year, driven by higher cash received from customers[69] Domain Registrations - The number of .com and .net registrations decreased by 1.5% to 169.8 million as of March 31, 2025, compared to 172.5 million a year earlier[53] - New domain name registrations for .com and .net increased to 10.1 million during the three months ended March 31, 2025, up from 9.5 million in the same period of 2024[46] - The renewal rate for .com and .net domains was 74.0% for Q4 2024, an increase from 73.2% in Q4 2023[46] - The annual registry-level wholesale fee for .com domain registrations increased from $9.59 to $10.26 effective September 1, 2024[52] Expenses and Income - Selling, general and administrative expenses increased by 8% to $55.7 million for the three months ended March 31, 2025, compared to $51.5 million in the same period last year, primarily due to higher compensation and benefits expenses[60] - Interest expense increased slightly due to interest accrued on the 2032 Notes issued on March 11, 2025[61] - Non-operating income decreased due to lower interest income from reduced investments in debt securities and slightly lower interest rates[62] - Income tax expense was $59.1 million with an effective tax rate of 23% for the three months ended March 31, 2025, compared to $59.9 million and 24% in the same period last year[63] Cash and Shareholder Returns - Cash and cash equivalents increased to $575.4 million as of March 31, 2025, from $206.7 million as of December 31, 2024, while total liquidity reached $648.5 million[64] - The company repurchased 1.0 million shares of common stock for $229.9 million during the three months ended March 31, 2025[51] - The company repurchased 1.0 million shares for $229.9 million during the three months ended March 31, 2025, with approximately $792.7 million remaining for future repurchases[65] - A cash dividend of $0.77 per share was declared on March 11, 2025, payable on May 28, 2025[51] - A cash dividend of $0.77 per share was declared, payable on May 28, 2025, to stockholders of record as of May 19, 2025[67] Financing Activities - The company issued $500.0 million of 5.25% senior notes due June 1, 2032, and used the proceeds to repay existing senior notes[66] - Net cash used in financing activities decreased to $239.9 million for the three months ended March 31, 2025, compared to $261.6 million in the same period last year, primarily due to proceeds from the issuance of the 2032 Notes[74]