Friday, July 01, 2005

Small cap domain registration stocks - an update (RCOM, TCOW, VRSN)

Will Holt, an Internet Stock Blog reader, wrote a summary of recent events impacting Register.com (ticker: RCOM) and Tucows (ticker: TCOW). Here it is; the disclosure of ownership at the end is Will's, not mine:

Continue reading...

Posted by David Jackson on July 1, 2005 at 12:09 AM in Sub-sector: Services, ticker: RCOM, ticker: TCOW, ticker: VRSN | Permalink | Comments (0) | TrackBack (0)

Tuesday, May 24, 2005

Internet news/analysis in brief (ASKJ, CLCT, FWHT, GOOG, LOOK, NTRT, OSTK, TWX, VRSN)

Continue reading...

Posted by David Jackson on May 24, 2005 at 12:26 AM in ticker: ASKJ, ticker: FWHT, ticker: GOOG, ticker: NTRT, ticker: OSTK, ticker: TWX, ticker: VRSN, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Monday, April 11, 2005

Internet news/analysis in brief

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Posted by David Jackson on April 11, 2005 at 12:01 AM in Sub-sector: Search, ticker: AMZN, ticker: ASKJ, ticker: DCLK, ticker: GOOG, ticker: NILE, ticker: ODMO, ticker: OSTK, ticker: PRVD, ticker: RCOM, ticker: SRVY, ticker: TCOW, ticker: TWX, ticker: TZOO, ticker: VRSN, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Friday, February 25, 2005

Verisign (VRSN) on domain name arbitrage and the .net domain (quotes from the Goldman conf)

Here's what Verisign (ticker: VRSN) CEO Stratton Sclavos said at the Goldman Sachs 2005 Technology Conference about the domain name registration business. He addressed two key issues: the business of buying up expired domain names to run them as advertising sites with pay-per-click ads, and the rights for registration of the .net domain:

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Posted by David Jackson on February 25, 2005 at 11:51 AM in Conf call quotes, Sub-sector: Infrastructure, ticker: RCOM, ticker: TCOW, ticker: VRSN | Permalink | Comments (0) | TrackBack (0)

Thursday, January 27, 2005

Verisign (VRSN) on mobile content (quotes from the conf call)

Here's what Verisign said on its call about the market for mobile content:

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Posted by David Jackson on January 27, 2005 at 11:18 AM in Conf call quotes, Sub-sector: Content, Sub-sector: Infrastructure, ticker: VRSN | Permalink | Comments (0) | TrackBack (1)

Verisign (VRSN) falls on ring-tone expectations

VRSN fell over 11% after the company announced results that disappointed expectations of robust growth in its ring-tone business. Last December VeriSign CEO Stratton Sclavos said that 2005 revenue for its ring-tone business could hit $380-400 million, and the whisper number for Verisign's mobile business for Q4 was $100 million. The actual number was $94 million. Here's a detailed summary of the results:

Continue reading...

Posted by David Jackson on January 27, 2005 at 10:47 AM in Sub-sector: Infrastructure, ticker: VRSN | Permalink | Comments (0) | TrackBack (0)

Thursday, December 30, 2004

The end of elation? Verisign's online shopping number is lower

Verisign reports this morning that online holiday shopping spending rose 24% year over year. That's lower than comScore's recent 28% estimate, and since Verisign tracks actual payments its number may be more accurate.

Verisign's category data are useful: electronics up 17%, apparel up 45%, music and video downloads up 54%, photo printing and sharing up 120%, and "general retail" up 24%. The largest constituent of "general retail" is Kitchen-and-Housewares at 24% of the total. Of note:

  • Electronics was an early success for online sales (think Dell), so it's a heavily penetrated category. Still, 17% growth is strong (all those iPods).
  • The apparel numbers are really strong. Offline retailers are getting their acts together, and Amazon's apparel store is working.
  • "Music and video downloads"??? Sounds like "iTunes downloads" to me. Who else (large) is there?

Posted by David Jackson on December 30, 2004 at 09:57 AM in Sector Themes/Outlook, Sub-sector: E-tailing, ticker: VRSN | Permalink | Comments (0) | TrackBack (0)