MaxLinear (NasdaqGS:MXL) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker7Greetings and welcome to the MaxLinear Q3 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Leslie Green, Inv ...

Financial Data and Key Metrics Changes - VeriSign reported revenue of $419 million for Q3 2025, an increase of 7.3% year over year [10] - Net income for the quarter was $213 million, compared to $207 million in the previous quarter and $201 million in Q3 2024 [10] - Diluted earnings per share (EPS) rose to $2.27, up from $2.21 in the previous quarter and $2.07 a year ago [11] - The renewal rate for 2025 is expected to be 75.3%, an increase from 72.2% a year ago [7] Business Line Data and Key Metrics Changes - The domain name base for .com and .net reached 171.9 million, up 1.4% year over year [5] - New registrations totaled 10.6 million for the quarter, contributing to net registrations of 1.45 million [6] - The company returned $287 million to shareholders through dividends and share repurchases [6] Market Data and Key Metrics Changes - The domain name base grew sequentially across three main regions, with the U.S. and EMEA showing the strongest growth [7] - The company anticipates domain name base growth to be between 2.2% and 2.5% for 2025 [8] Company Strategy and Development Direction - The company is focused on enhancing registrar engagement and adapting marketing programs to improve domain name demand [13] - Plans for 2026 have been rolled out based on feedback from registrars, indicating a commitment to continuous improvement [21] - The company sees AI as a significant driver for future growth, particularly in domain name suggestions and DNS resolution services [36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued positive trends in domain name registrations and renewals [13] - The company views the impact of AI as beneficial, with expectations for increased reliance on DNS services [34] - Management remains optimistic about the company's financial stability and liquidity, with $618 million in cash and equivalents [8] Other Important Information - The Board of Directors declared a cash dividend of $0.77 per share, payable on November 25, 2025 [8] - The company has $1.33 billion remaining under its current share repurchase program [8] Q&A Session Summary Question: Insights on domain-based trends and marketing programs - Management noted improvements in domain-based trends due to enhanced marketing programs and registrar engagement [20][21] Question: Impact of Google AdSense changes - Management indicated that changes to Google AdSense are part of a long-term trend and have minimal impact on their business [24] Question: AI's impact on the business - Management highlighted that AI is positively affecting registrations and DNS services, with ongoing efforts to leverage AI for efficiency [36] Question: Update on .web timeline and new TLDs - Management confirmed that the final hearing for .web is scheduled for mid-November 2025 and discussed the upcoming ICANN round of new gTLDs expected to open in Q2 2026 [57][60]

MaxLinear (NasdaqGS:MXL) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker0Greetings, and welcome to the MaxLinear Q3 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Leslie Green, Investor Relations.Thank you, Leslie. You may begin.Speaker1Thank you, Alicia. Good afternoon, everyone, ...

Deckers Outdoor (NYSE:DECK) Q2 2026 Earnings Call October 23, 2025 04:30 PM ET Speaker0Good afternoon and thank you for standing by. Welcome to the Deckers Brands Second Quarter Fiscal twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. Following the presentation, we will conduct a question and answer session. Instructions will be provided at that time for you to queue up for questions.I would like to remind everyone that this conference call is being record ...

Financial Data and Key Metrics Changes - VeriSign reported revenue of $419 million for Q3 2025, representing a 7.3% increase year-over-year [8] - Net income for the quarter was $213 million, compared to $207 million in the previous quarter and $201 million in Q3 2024 [8] - Diluted EPS increased to $2.27 from $2.21 in the previous quarter and $2.07 a year ago [8] - Operating cash flow was $308 million, and free cash flow was $303 million, up from $253 million and $248 million respectively in the same quarter last year [8] Business Line Data and Key Metrics Changes - The domain name base for .com and .net reached 171.9 million, up 1.4% year-over-year, with 10.6 million new registrations in the quarter [4][5] - The renewal rate for Q3 2025 is expected to be 75.3%, an increase from 72.2% a year ago [5][17] Market Data and Key Metrics Changes - The domain name base grew sequentially across three main regions, with the U.S. and EMEA showing the strongest growth [5][15] - The growth in the domain name base is expected to be between 2.2% and 2.5% for 2025 [5] Company Strategy and Development Direction - The company continues to focus on enhancing registrar engagement and adapting marketing programs to improve domain name base trends [10][14] - Plans for 2026 programs have been rolled out, incorporating feedback from registrars to refine strategies [10][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued strength of demand for domain names, attributing it to effective marketing strategies and favorable cyclical shifts [10][18] - The impact of AI on the business is seen as positive, with increased registrations and utilization of DNS services [23][24] Other Important Information - The company returned $287 million to shareholders through dividends and share repurchases during the quarter [4][6] - A cash dividend of $0.77 per share was declared, payable on November 25, 2025 [6] Q&A Session Summary Question: Insights on domain name base trends and marketing programs - Management noted improvements in domain name base trends due to enhanced marketing programs and registrar engagement [13][14] Question: Impact of Google AdSense changes - Management indicated that changes to Google AdSense have minimal impact on their business, as the trend of reducing reliance on ad monetization has been ongoing for years [19][20] Question: AI's impact on the business - AI is positively influencing registrations and DNS utilization, with the company leveraging AI for domain name suggestions and operational efficiencies [22][23][25] Question: Update on .web and new TLDs - No significant updates on .web; the final hearing is scheduled for mid-November 2025, and ICANN's new gTLD round is expected to open in Q2 2026 [38][40]

Western Union (NYSE:WU) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker0Good day and welcome to the Western Union Third Quarter twenty twenty five Results Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Tom Hadley, Vice President of Investor Relations.Tom, please go ahead.Speaker1Thank you. On today's call, we will disc ...

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker7Good afternoon, ladies and gentlemen, and welcome to Norfolk Southern Corporation Third Quarter 2025 Earnings Conference Call. At this time, all participant lines are in the listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press *0 for the operator. I would like to turn the conference over to Luke Nichols, ...

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker0Good afternoon, ladies and gentlemen, and welcome to Norfolk Southern Third Quarter twenty twenty five Earnings Conference Call. At this time, all participant lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. And I would like to turn the conference over to Luke Nichols, Senior Director, Investor Relations. Please go ahead.Speaker1Good afternoon, everyone. Please no ...

Western Union (NYSE:WU) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker3Good day and welcome to the Western Union Third Quarter 2025 Results Conference Call. All participants will be in listen-only mode. After today's presentation, there will be an opportunity to ask questions. Please note, this event is being recorded. I would now like to turn the conference over to Tom Hadley, Vice President of Investor Relations. Tom, please go ahead.Speaker2Thank you. On today's call, we will discuss the comp ...

Knowles (NYSE:KN) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker5Thank you for standing by. My name is Eric, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q3 2025 Knowles Corporation Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the number ...