Verisign reported their quarterly results, the last before their projected price increases kick in. It looks like they will need the price increases. The results are flattish to disappointing, and I don’t think that bodes well for the future unless they start marketing. But marketing hurts margins, and every $.01 miss on earning punishes the stock, will they have the courage to spend on marketing? I hope so. .COM is still the best global TLD.
Even though they “say” they expect the name base to to increase 2-4%, I don’t see how that is possible as the average duration of … Read the rest