Core Insights - The total number of domain name registrations reached 378.5 million at the end of Q3 2025, marking an increase of 6.8 million or 1.8% from Q2 2025, and a year-over-year increase of 16.2 million or 4.5% [1] Group 1: Domain Name Registrations - The .com and .net top-level domains (TLDs) had a combined total of 171.9 million registrations at the end of Q3 2025, an increase of 1.4 million or 0.8% from Q2 2025, and a year-over-year increase of 2.4 million or 1.4% [2] - The .com domain base totaled 159.4 million registrations, while the .net domain base totaled 12.5 million registrations as of September 30, 2025 [2] - New registrations for .com and .net domains totaled 10.6 million at the end of Q3 2025, compared to 9.3 million at the end of Q3 2024 [2] Group 2: Country-Code TLDs - Total country-code TLD (ccTLD) registrations reached 144.8 million at the end of Q3 2025, an increase of 1.4 million or 1.0% from Q2 2025, and a year-over-year increase of 4.8 million or 3.4% [3] - The top 10 ccTLDs as of September 30, 2025, included .cn, .de, .uk, .ru, .nl, .br, .au, .fr, .in, and .eu [3]

Core Insights - VeriSign, Inc. (VRSN) is a leading provider of domain name registry services and internet infrastructure, with a market capitalization of $26.7 billion, emphasizing its significant role in internet navigation and security [1][2] Company Overview - VRSN is categorized as a large-cap stock, managing .com and .net domains, and operates two root servers, reinforcing its dominance in the domain name registry market [2] - The company plays a crucial role in maintaining the security, stability, and resiliency of key internet infrastructure [1] Stock Performance - VRSN shares have experienced an 8% decline from their 52-week high of $310.60, reached on July 28, while the stock has gained 1.7% over the past three months, underperforming the Technology Select Sector SPDR Fund's (XLK) 14.3% gains [3] - Year-to-date, VRSN shares have risen by 38.1% and increased by 59.5% over the past 52 weeks, outperforming XLK's YTD gains of 18.8% and 27.1% returns [4] Financial Performance - In Q2, VRSN reported revenue of $409.9 million, reflecting a year-over-year increase of 5.9%, and an EPS of $2.21, which is a 10% increase from the previous year [5] - Competitor GoDaddy Inc. (GDDY) has underperformed VRSN, with a YTD decline of 25.8% and a 5.1% drop over the past 52 weeks [5] Analyst Sentiment - Wall Street analysts maintain a bullish outlook on VRSN, with a consensus "Strong Buy" rating and a mean price target of $338.50, indicating a potential upside of 18.4% from current levels [6]