VRVRSNEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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VRSN earnings call: With the trends we have observed in the first 3 quarters of 26, and our expectations for the rest of the year, we are increasing and narrowing our guidance for domain name based growth to be between 6.5% and 7% for 2026.威瑞信公司 (VRSN) 电话会：基于2026年前三季度观察到的趋势以及对剩余时间的预期，我们上调并收紧了2026年域名相关增长指引，区间为6.5%至7%。
Management remarks
Call period: 2026 Q3 · 2026-10-22
Guidance: D. James Bidzos: With the trends we have observed in the first 3 quarters of 26, and our expectations for the rest of the year, we are increasing and narrowing our guidance for domain name based growth to be between 6.5% and 7% for 2026.
Demand and orders: John D. Calys: The year over year decrease is primarily related to higher cash taxes and payments to employees and vendors partially offset by higher cash collected from customers in the third quarter this year.
Analyst Q&A
Analyst Jamesmichael Sherman-Lewis asked: 2 here, if I may. First of all, with the .com price increase coming into effect, any early color here on registrar pricing actions? Management John D. Calys answered: Hi, Jamesmichael. This is John. You know, we have been watching closely what our registrars are doing with pricing. And at least for the last you know, 3 months since,. Or since we have announced the price increase. I think that was, last April. Our. Yeah. For.com. Yep. You know, we have not seen a significant increase in pricing on new registrations or renewals. You know, our analysis shows it is the price increases during that time period are you know, in the neighborhood of 1% or even less.
