财务数据和关键指标变化 - 2022年全年收入为14.25亿美元,同比增长7.3% [12] - 2022年全年营业利润为9.43亿美元,同比增长8.8% [12] - 2022年第四季度收入为3.69亿美元,同比增长8.5% [19] - 2022年第四季度营业利润为2.45亿美元,同比增长10.5% [19] - 2022年第四季度净利润为1.79亿美元,上年同期为3.30亿美元 [21][22] - 2022年第四季度每股收益为1.70美元,上年同期为2.97美元 [21][22] 各条业务线数据和关键指标变化 - 2022年全年.com和.net域名总量为1.738亿个,同比增长0.2% [13] - 2022年第四季度新注册域名为970万个,上季度为990万个,上年同期为1060万个 [14] - 2022年第四季度续订率预计为73.2%,上季度为73.7%,上年同期为74.8% [14] - 2022年全年续订率与上年基本持平,但首次续订率有所下降,主要受中国市场影响 [14] 各个市场数据和关键指标变化 - 中国市场方面,2021年注册的域名在2022年续订率有所下降 [48][49] - 中国市场疫情管控政策变化、经济不确定性等因素影响了域名续订 [48][49] 公司战略和发展方向及行业竞争 - 公司将继续专注于可靠运营和投资关键互联网基础设施 [11] - 公司将继续保持谨慎的费用管控 [11] - 公司将继续专注于长期价值创造和有效的资本回报 [11][28][29] - 公司认为.com域名价格调整后仍具有高度竞争力 [15][16] 管理层对经营环境和未来前景的评论 - 2023年公司预计域名总量增长0%-2.5% [15] - 公司认为2023年宏观经济和地缘政治因素仍存在一定不确定性 [37][48][49][50] - 公司将继续执行2022年的战略,专注于可控因素的管理 [38] 其他重要信息 - 公司已完成.tv合同的过渡,2022年全年相关收入约1900万美元 [20][21] - 2023年公司预计资本支出将在3500万-4500万美元之间 [25] - 2023年公司预计利息费用和非经营收益净额将在3500万-4500万美元之间 [25] - 2023年公司预计GAAP有效税率将在22%-25%之间 [25] 问答环节重要的提问和回答 问题1 **Rob Oliver 提问** 提问关于公司如何应对2023年的宏观经济不确定性 [33][34][35][36][37][38][39] **Jim Bidzos 回答** - 公司将继续专注于可控因素的管理,如维护关键基础设施、谨慎的费用管控、有效的资本回报 [34][35][36][37][38][39] - 公司认为2023年宏观经济和地缘政治因素仍存在一定不确定性,将其纳入2023年指引 [37][48][49][50] 问题2 **Ygal Arounian 提问** 提问关于ChatGPT对公司业务的影响 [39][40][41][42] **Jim Bidzos 回答** - 公司正在密切关注ChatGPT,认为其可能为公司的域名推荐工具NameStudio带来增强功能 [40][41] - 公司认为ChatGPT与DNS是互补关系,不会取代域名系统 [41][42] 问题3 **Ygal Arounian 提问** 提问关于公司对未来域名增长的预期 [54][55][56][57][58][59] **Jim Bidzos和George Kilguss回答** - 公司尚未尝试量化新业务启动和裁员对域名注册的影响 [55] - 公司认为长期来看,域名业务仍有较强增长潜力,但2023年增长预期较为谨慎 [56][57][58][59] - 公司认为,即使2020-2021年的高增长已经结束,但整体的互联网普及和电商增长趋势仍将支撑域名业务的长期发展 [58][59]

VeriSign, Inc. (NASDAQ:VRSN) Q3 2022 Earnings Conference Call October 27, 2022 4:30 PM ET Company Participants David Atchley - Vice President, Investor Relations and Corporate Treasurer James Bidzos - Chairman and Chief Executive Officer George Kilguss - Executive Vice President and Chief Financial Officer Todd Strubbe - President and Chief Operating Officer Conference Call Participants Rob Oliver - Baird Operator Good day, everyone and welcome to VeriSignÂ's Third Quarter 2022 Earnings Call. TodayÂ's confe ...

Q3 2022 Earnings Conference Call October 27, 2022 Safe Harbor Disclosure Statements in this presentation other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not limited to, statements regarding (i) Q3 2022 renewal rate expectations, (ii) Domain Name Base increase expectations, and (iii) our full year 2022 financial guidance ...

VeriSign, Inc. (NASDAQ:VRSN) Q2 2022 Earnings Conference Call July 28, 2022 4:30 PM ET Company Participants David Atchley - Vice President, Investor Relations and Corporate Treasurer James Bidzos - Chairman and Chief Executive Officer George Kilguss - Executive Vice President and Chief Financial Officer Todd Strubbe - President and Chief Operating Officer Conference Call Participants Rob Oliver - Baird Equity Research Operator Good day, everyone. Welcome to VeriSignâs Second Quarter 2022 Earnings Call. Toda ...

Q2 2022 Earnings Conference Call July 28, 2022 Safe Harbor Disclosure Statements in this presentation other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not limited to, statements regarding (i) Q2 2022 renewal rate expectations, (ii) Domain Name Base increase expectations, and (iii) our full year 2022 financial guidance fo ...

Q1 2022 Earnings Conference Call April 28, 2022 Safe Harbor Disclosure Statements in this presentation other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not limited to, statements regarding (i) Q1 2022 renewal rate expectations, (ii) Domain Name Base increase expectations, and (iii) our full year 2022 financial guidance f ...

VeriSign, Inc. (NASDAQ:VRSN) Q1 2022 Earnings Conference Call April 28, 2022 4:30 PM ET Company Participants David Atchley - Vice President, Investor Relations and Corporate Treasurer Jim Bidzos - Executive Chairman and CEO George Kilguss - Executive Vice President and CFO Conference Call Participants Rob Oliver - Baird Operator Please stand by. Good day, everyone. Welcome to VeriSignÂ's First Quarter 2022 Earnings Call. TodayÂ's conference is being recorded. Recording of this call is not permitted, unless ...

Verisign Q4 & Full Year 2021 Earnings Conference Call February 10, 2022 Safe Harbor Disclosure Statements in this presentation other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not limited to, statements regarding (i) Q4 2021 renewal rate expectations, (ii) Domain Name Base increase expectations, and (iii) our full year 2 ...

VeriSign, Inc. (NASDAQ:VRSN) Q4 2021 Earnings Conference Call February 10, 2022 4:30 PM ET Company Participants David Atchley - Vice President, Investor Relations, and Corporate Treasurer Jim Bidzos - Executive Chairman and Chief Executive Officer Todd Strubbe - President and Chief Operating Officer George Kilguss - Executive Vice President and Chief Financial Officer Conference Call Participants Sterling Auty - JPMorgan Rob Oliver - Robert W. Baird Operator Good day, everyone, and welcome to VeriSign's Fou ...

Verisign Q3 2021 Earnings Conference Call October 28, 2021 Safe Harbor Disclosure Statements in this presentation other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not limited to, statements regarding (i) Q3 2021 renewal rate expectations, (ii) Domain Name Base increase expectations, and (iii) our full year 2021 financial ...