Dafinchi AI

VRSN

Technology

3w

Unparalleled 28-Year Record of .com and .net Domain Resolution Availability

VeriSign celebrated 28 years of 100% availability for the .com and .net domain resolution systems, emphasizing its unmatched reliability in critical Internet infrastructure.
The company highlighted its resilient architecture, physical points of presence in over 60 countries, and overcapacity measures that have enabled continuous, failure-free operation for nearly three decades.

VRSN

Technology

3w

Financial Performance Summary

During the second quarter, VeriSign returned $235 million to stockholders, including $72 million through dividend payments and $163 million through repurchase of 0.6 million shares.
Financial and liquidity position remained stable with $594 million in cash, cash equivalents and marketable securities at the end of the quarter.
For the quarter ended June 30, 2025, VeriSign generated $410 million of revenue, up 5.9% from the same quarter a year ago.
Free cash flow was $195 million compared with $160 million last quarter and $151 million in the year-ago quarter.
Net income for the second quarter totaled $207 million compared to $199 million both last quarter and a year ago same quarter.
Operating cash flow for the second quarter of 2025 was $202 million.
Operating expense in Q2 2025 totaled $129 million, compared to $131 million last quarter and $121 million for the second quarter of last year.
Second quarter diluted earnings per share was $2.21 compared to $2.10 last quarter and $2.01 for the same quarter of 2024.

Tyler Technologies, Inc.

TYL

Technology

2w

Progress and Momentum in Cloud Flips and SaaS Transition

The company expects a 25% year-over-year growth in cloud flips, with peak flips projected around 2027-2028.
The number of cloud flips is increasing, driven by momentum from successful previous flips, such as Idaho and California.
The timing of large county and statewide court flips significantly impacts ARR, with peak activity expected in 2027-2028.
The Connect conference reinforced client interest in cloud migration, with ongoing efforts to develop timelines for client flips.

Verizon Communications Inc.

VZ

Technology

4w

Accelerated C-band Deployment and Fiber Build Ahead of Schedule

C-band deployment is ahead of schedule, with nearly all sites standalone capable and on track to cover 80-90% of planned sites by year-end.
Fiber build is tracking ahead of plan, with a goal to deliver 650,000 incremental passings in 2025.
The positive impact of these infrastructure advancements supports the company's strategic growth and operational efficiency.

VSAT

Technology

1w

Management's Response to Shareholder Activism and Market Perception

Management engaged with Carronade Capital and emphasized ongoing portfolio review and asset value realization.
Focus on strengthening franchises, operational improvements, and strategic positioning to address perception issues.
Commitment to transparency and constructive dialogue with shareholders.

NABL

Technology

1w

Growth of N-able's Cyber Resilience Platform and Market Position

N-able surpassed $500 million in ARR, growing 14% year-over-year, highlighting strong market traction.
The platform's three pillars—endpoint management, security operations, and data protection—are central to its competitive advantage.
Management emphasized the platform's open ecosystem, which integrates with third-party tools, reducing vendor sprawl for customers.
The company is gaining wallet share, with ARR per device increasing as it expands across customer environments.
N-able's end-to-end platform is resonating in the market, differentiating from narrow point solution providers.
The platform's comprehensive approach is enabling the company to win large deals, including a nearly $200,000 ARR deal with a customer in M&A.