|5 year stock charts for GOOG and VRSN (screenshot via google.com 21 Apr 2015)|
Interestingly, over the past five years (see 5-year charts above), Verisign ($8 billion market cap) has outperformed Google ($367 billion market cap).
UPDATE: Google earnings call (Video) and information
UPDATE: VeriSign's (VRSN) CEO D. James Bidzos on Q1 2015 Results - Earnings Call Transcript | Seeking Alpha
UPDATE: Verisign Registry Services added 1.51 million net new names during the first quarter, ending with 133.0 million .com and .net domain names in the domain name base, which represents a 3.1 percent increase over the base at the end of the first quarter in 2014, as calculated including domain names on hold for both periods. • In the first quarter, Verisign processed 8.7 million new domain name registrations for .com and .net, as compared to 8.6 million for the same period in 2014. • The final .com and .net renewal rate for the fourth quarter of 2014 was 72.5 percent compared with 72.2 percent for the same quarter in 2014. Renewal rates are not fully measurable until 45 days after the end of the quarter. -- Verisign Q1 2015 earnings information: First Quarter GAAP Financial Results--VeriSign, Inc. and subsidiaries (“Verisign”) reported revenue of $258 million for the first quarter of 2015, up 3.9 percent from the same quarter in 2014. Verisign reported net income of $88 million and diluted earnings per share of $0.66 for the first quarter of 2015, compared to net income of $94 million and diluted EPS of $0.64 in the same quarter in 2014. The operating margin was 55.8 percent for the first quarter of 2015 compared to 56.1 percent for the same quarter in 2014.
First Quarter Non-GAAP Financial Results: Verisign reported, on a non-GAAP basis, net income of $99 million and diluted EPS of $0.74 for the first quarter of 2015, compared to net income of $95 million and diluted EPS of $0.64 for the same quarter in 2014. The non-GAAP operating margin was 59.7 percent for the first quarter of 2015 compared to 60.1 percent for the same quarter in 2014. A table reconciling the GAAP to the non-GAAP results (which excludes items described below) is appended to this release. “Adherence to our strategy and disciplined execution have produced another solid quarter,” commented Jim Bidzos, executive chairman, president and chief executive officer. Earnings Results (pdf) 96.8 KB; VeriSign, Inc. - Quarterly Report: FORM 10-Q SEC for Quarter ending March 31, 2015
Two important 1Q 2015 earnings conference calls on Thursday, April 23rd: Verisign, stock symbol: VRSN (NASDAQ); and Google, stock symbols: GOOG (NASDAQ) and GOOGL (NASDAQ). Information on how to access each call is below. This post is now updated [see above]. Also, among the many other companies reporting Quarterly Earnings today, post-market Thursday, April 23, 2015: Amazon and Microsoft.
Principal domain names: Google: google.com | Verisign: verisigninc.com
Google's involvement in the domain name industry is primarily through its domain name registry and registrar operations:
Google domain registrar: Google Domains | domains.google.com
Google domain registry: google.com/registry
Listen to webcast
Quarterly VRSN Convertible Debenture Dilution Q1- 2015 (pdf) 86.5 KB
See also: Verisign Stock, Goldman Sachs Recommendation, Buyback Blackout
About Verisign: Verisign, a global leader in domain names and Internet security, enables Internet navigation for many of the world's most recognized domain names and provides protection for websites and enterprises around the world. Verisign ensures the security, stability and resiliency of key Internet infrastructure and services, including the .com and .net domains and two of the Internet's root servers, as well as performs the root-zone maintainer functions for the core of the Internet's Domain Name System (DNS). Verisign's Network Intelligence and Availability services include intelligence-driven Distributed Denial of Service Protection, iDefense Security Intelligence and Managed DNS. To learn more about what it means to be Powered by Verisign, please visit VerisignInc.com. (source: Verisign Inc., emphasis added)
Google: First Quarter 2015 Financial Results Conference Call – Investor Relations – Google: Google Inc. (NASDAQ: GOOG, GOOGL) will hold its quarterly conference call to discuss first quarter 2015 financial results on Thursday, April 23rd at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time). The live webcast of Google’s earnings conference call can be accessed at investor.google.com/webcast.html. A replay of the webcast will be available through the same link following the conference call. Visit Google’s Investor Relations website at investor.google.com on April 23, 2015 to view the earnings release prior to the conference call.
About Google Inc.--Google is a global technology leader focused on improving the ways people connect with information. Google’s innovations in web search and advertising have made its website [google.com] a top internet property and its brand one of the most recognized in the world. (source: Google Inc.)
See also: Google Wireless Service, Project Fi, $20 Monthly for Talk, Text, Wi-Fi
Google’s Mobile Defense Against European Pressure - WSJ: "... Google generated nearly $59 billion in advertising revenue last year, up 17%. The lucrative search ad business has made Google one of the most valuable companies on the planet. Its $366 billion market capitalization is second only to Apple’s. Such success has put a target on Google’s back. The company now controls about 88% of the global search market, according to Statcounter. Android powered more than 80% of smartphones sold last year, according to IDC. No business boasting numbers like that escapes the regulatory gaze. Indeed, scrutiny is likely the new normal for Google. While a worry, it doesn’t amount to a sell case on the stock. For a megacap tech company, Google still has solid growth prospects. Analysts expect revenue, adjusted for traffic acquisition costs, to grow by 15% this year, compared with 10% last year. Double-digit percentage growth is expected for the next three years at least, with net revenue projected to reach almost $80 billion in 2017..."