Subtext

VeriSign, Inc. VRSN

SectorInformation Technology
Transcripts76
Date range2006-04-20 – 2025-04-24
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-10-5+0+5+102007 Q22009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Overall: +4.52007 Q3 · Overall: +5.82007 Q4 · Overall: +5.22008 Q1 · Overall: +2.72008 Q2 · Overall: -1.82008 Q3 · Overall: +0.42008 Q4 · Overall: +0.92009 Q1 · Overall: +0.82009 Q2 · Overall: -1.12009 Q4 · Overall: +3.72010 Q1 · Overall: +2.52010 Q2 · Overall: +1.02010 Q3 · Overall: +3.32010 Q4 · Overall: +4.62011 Q1 · Overall: +4.32011 Q2 · Overall: +6.12011 Q3 · Overall: +5.32011 Q4 · Overall: +4.52012 Q1 · Overall: +6.72012 Q2 · Overall: +6.82012 Q3 · Overall: +2.52012 Q4 · Overall: +5.12013 Q1 · Overall: +0.22013 Q2 · Overall: +2.72013 Q3 · Overall: +6.62013 Q4 · Overall: +4.92014 Q1 · Overall: +0.02014 Q2 · Overall: +0.22014 Q3 · Overall: +2.52014 Q4 · Overall: +3.92015 Q1 · Overall: +5.42015 Q2 · Overall: +5.02015 Q3 · Overall: +3.72015 Q4 · Overall: +4.52016 Q1 · Overall: +4.62016 Q2 · Overall: +3.42016 Q3 · Overall: +2.22016 Q4 · Overall: +0.52017 Q1 · Overall: -0.42017 Q2 · Overall: +8.32017 Q3 · Overall: +5.42017 Q4 · Overall: +0.82018 Q1 · Overall: +0.32018 Q2 · Overall: +5.42018 Q3 · Overall: +6.52018 Q4 · Overall: +2.82019 Q1 · Overall: +2.02019 Q2 · Overall: +2.02019 Q3 · Overall: -1.42019 Q4 · Overall: +2.92020 Q1 · Overall: -1.52020 Q2 · Overall: -2.62020 Q3 · Overall: -2.92020 Q4 · Overall: -0.52021 Q1 · Overall: +0.02021 Q2 · Overall: -0.42021 Q3 · Overall: +1.92021 Q4 · Overall: -0.62022 Q1 · Overall: +0.02022 Q2 · Overall: +6.22022 Q3 · Overall: +1.72022 Q4 · Overall: +3.72023 Q1 · Overall: +7.62023 Q2 · Overall: -8.12023 Q3 · Overall: -1.62023 Q4 · Overall: +3.62024 Q1 · Overall: +4.72024 Q2 · Overall: -3.82024 Q3 · Overall: +1.22024 Q4 · Overall: +6.62025 Q1 · Overall: +4.2
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-25-12+0+12+252007 Q22009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · CEO: +11.22007 Q3 · CEO: +11.12007 Q4 · CEO: +7.52008 Q1 · CEO: +11.52008 Q2 · CEO: +0.02008 Q3 · CEO: +1.62008 Q4 · CEO: +0.72009 Q1 · CEO: +4.82009 Q2 · CEO: +18.82009 Q4 · CEO: +15.32010 Q1 · CEO: +10.02010 Q2 · CEO: +7.52010 Q3 · CEO: +9.62010 Q4 · CEO: +6.42011 Q1 · CEO: +4.02011 Q2 · CEO: +14.32011 Q3 · CEO: +7.72011 Q4 · CEO: +11.72012 Q1 · CEO: +10.32012 Q2 · CEO: +16.12012 Q3 · CEO: +2.92012 Q4 · CEO: +12.72013 Q1 · CEO: +3.92013 Q2 · CEO: +9.52013 Q3 · CEO: +21.62013 Q4 · CEO: +9.32014 Q1 · CEO: +0.42014 Q2 · CEO: +2.42014 Q3 · CEO: +11.62014 Q4 · CEO: +6.32015 Q1 · CEO: +10.52015 Q2 · CEO: +10.32015 Q3 · CEO: +3.42015 Q4 · CEO: +6.82016 Q2 · CEO: +7.52016 Q3 · CEO: +7.62016 Q4 · CEO: +4.72017 Q1 · CEO: +9.42017 Q2 · CEO: +18.12017 Q3 · CEO: +19.72017 Q4 · CEO: +1.02018 Q1 · CEO: +4.82018 Q2 · CEO: +11.12018 Q3 · CEO: +17.22018 Q4 · CEO: -0.92019 Q1 · CEO: +7.82019 Q2 · CEO: +8.72019 Q3 · CEO: +6.52019 Q4 · CEO: +6.52020 Q1 · CEO: -5.42020 Q2 · CEO: -5.82020 Q3 · CEO: -8.22020 Q4 · CEO: -2.22021 Q1 · CEO: -2.62021 Q2 · CEO: -8.22021 Q3 · CEO: +0.02021 Q4 · CEO: -3.02022 Q1 · CEO: +0.02022 Q2 · CEO: +7.22022 Q3 · CEO: -2.02022 Q4 · CEO: +8.12023 Q1 · CEO: +8.72023 Q2 · CEO: -10.32023 Q3 · CEO: -4.62023 Q4 · CEO: +5.42024 Q1 · CEO: +6.92024 Q2 · CEO: -4.92024 Q3 · CEO: -6.22024 Q4 · CEO: +4.62025 Q1 · CEO: +3.42007 Q2 · CFO: -3.32007 Q3 · CFO: -2.62007 Q4 · CFO: +6.32008 Q1 · CFO: -4.62008 Q2 · CFO: -0.82008 Q3 · CFO: +2.62008 Q4 · CFO: +0.02009 Q1 · CFO: -3.22009 Q2 · CFO: -7.22009 Q4 · CFO: +3.22010 Q1 · CFO: +6.52010 Q2 · CFO: +1.82010 Q3 · CFO: +0.02010 Q4 · CFO: +8.22011 Q1 · CFO: +17.62011 Q2 · CFO: +6.32011 Q3 · CFO: +14.22011 Q4 · CFO: +4.22012 Q1 · CFO: +14.92012 Q2 · CFO: +5.62012 Q3 · CFO: +9.62012 Q4 · CFO: +4.82013 Q1 · CFO: -0.72013 Q2 · CFO: +1.12013 Q3 · CFO: -3.42013 Q4 · CFO: +7.42014 Q1 · CFO: +3.02014 Q2 · CFO: +3.72014 Q3 · CFO: -1.42014 Q4 · CFO: +7.32015 Q1 · CFO: +8.32015 Q3 · CFO: +6.52016 Q2 · CFO: +3.92016 Q3 · CFO: +1.72017 Q3 · CFO: -2.62017 Q4 · CFO: +1.42018 Q4 · CFO: +11.62019 Q1 · CFO: +0.02019 Q2 · CFO: +1.12019 Q3 · CFO: -2.02019 Q4 · CFO: +2.62020 Q1 · CFO: +12.52020 Q2 · CFO: +3.52020 Q3 · CFO: +6.92020 Q4 · CFO: +2.32021 Q1 · CFO: +3.22021 Q2 · CFO: +4.22021 Q3 · CFO: +5.52021 Q4 · CFO: +4.62022 Q1 · CFO: +0.02022 Q2 · CFO: +9.32022 Q3 · CFO: +6.82022 Q4 · CFO: +3.02023 Q1 · CFO: +15.72023 Q2 · CFO: -3.32023 Q3 · CFO: +4.52023 Q4 · CFO: +5.12024 Q1 · CFO: +0.02024 Q2 · CFO: +4.62024 Q3 · CFO: +12.82024 Q4 · CFO: +18.32025 Q1 · CFO: +8.8
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-18-9+0+9+182007 Q22009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Prepared remarks: +5.02007 Q3 · Prepared remarks: +6.32007 Q4 · Prepared remarks: +5.42008 Q1 · Prepared remarks: +4.32008 Q2 · Prepared remarks: -2.22008 Q3 · Prepared remarks: +2.02008 Q4 · Prepared remarks: +0.32009 Q1 · Prepared remarks: +8.62009 Q2 · Prepared remarks: +5.82009 Q4 · Prepared remarks: +7.62010 Q1 · Prepared remarks: +16.02010 Q2 · Prepared remarks: +7.02010 Q3 · Prepared remarks: +7.02010 Q4 · Prepared remarks: +6.12011 Q1 · Prepared remarks: +13.32011 Q2 · Prepared remarks: +14.22011 Q3 · Prepared remarks: +6.22011 Q4 · Prepared remarks: +10.82012 Q1 · Prepared remarks: +11.92012 Q2 · Prepared remarks: +12.42012 Q3 · Prepared remarks: +7.92012 Q4 · Prepared remarks: +9.22013 Q1 · Prepared remarks: +2.72013 Q2 · Prepared remarks: +2.62013 Q3 · Prepared remarks: +9.82013 Q4 · Prepared remarks: +4.32014 Q1 · Prepared remarks: +4.72014 Q2 · Prepared remarks: +5.92014 Q3 · Prepared remarks: +8.42014 Q4 · Prepared remarks: +5.02015 Q1 · Prepared remarks: +8.32015 Q2 · Prepared remarks: +9.52015 Q3 · Prepared remarks: +3.62015 Q4 · Prepared remarks: +9.12016 Q1 · Prepared remarks: +7.02016 Q2 · Prepared remarks: +6.02016 Q3 · Prepared remarks: +8.32016 Q4 · Prepared remarks: +3.82017 Q1 · Prepared remarks: +5.72017 Q2 · Prepared remarks: +10.72017 Q3 · Prepared remarks: +5.72017 Q4 · Prepared remarks: +4.32018 Q1 · Prepared remarks: +4.62018 Q2 · Prepared remarks: +7.72018 Q3 · Prepared remarks: +7.12018 Q4 · Prepared remarks: +3.62019 Q1 · Prepared remarks: +7.62019 Q2 · Prepared remarks: +2.22019 Q3 · Prepared remarks: +6.52019 Q4 · Prepared remarks: +7.52020 Q1 · Prepared remarks: -2.42020 Q2 · Prepared remarks: -2.12020 Q3 · Prepared remarks: -1.42020 Q4 · Prepared remarks: +0.62021 Q1 · Prepared remarks: +2.02021 Q2 · Prepared remarks: -1.42021 Q3 · Prepared remarks: +2.32021 Q4 · Prepared remarks: -2.02022 Q1 · Prepared remarks: -0.52022 Q2 · Prepared remarks: +4.62022 Q3 · Prepared remarks: +1.42022 Q4 · Prepared remarks: +3.42023 Q1 · Prepared remarks: +5.52023 Q2 · Prepared remarks: -3.12023 Q3 · Prepared remarks: -0.82023 Q4 · Prepared remarks: -4.02024 Q1 · Prepared remarks: +12.82024 Q2 · Prepared remarks: +0.92024 Q3 · Prepared remarks: -6.42024 Q4 · Prepared remarks: +7.12025 Q1 · Prepared remarks: +2.52007 Q2 · Q&A responses: +2.72007 Q3 · Q&A responses: +6.22007 Q4 · Q&A responses: +12.92008 Q1 · Q&A responses: +5.02008 Q2 · Q&A responses: +15.12008 Q3 · Q&A responses: -0.32008 Q4 · Q&A responses: +4.82009 Q1 · Q&A responses: -4.92009 Q2 · Q&A responses: -0.82009 Q4 · Q&A responses: +8.42010 Q1 · Q&A responses: -2.92010 Q2 · Q&A responses: +3.02010 Q3 · Q&A responses: +4.62010 Q4 · Q&A responses: +5.02011 Q1 · Q&A responses: +0.42011 Q2 · Q&A responses: +2.12011 Q3 · Q&A responses: +0.02011 Q4 · Q&A responses: +6.62012 Q1 · Q&A responses: +5.92012 Q2 · Q&A responses: +7.32012 Q3 · Q&A responses: +0.52012 Q4 · Q&A responses: +7.62013 Q1 · Q&A responses: -0.92013 Q2 · Q&A responses: +6.62013 Q3 · Q&A responses: +5.22013 Q4 · Q&A responses: +7.72014 Q1 · Q&A responses: -1.62014 Q2 · Q&A responses: -2.02014 Q3 · Q&A responses: -1.32014 Q4 · Q&A responses: +5.52015 Q1 · Q&A responses: +9.32015 Q2 · Q&A responses: +2.32015 Q3 · Q&A responses: +0.02015 Q4 · Q&A responses: +0.72016 Q1 · Q&A responses: +3.92016 Q2 · Q&A responses: +3.72016 Q3 · Q&A responses: +1.92016 Q4 · Q&A responses: +1.42017 Q1 · Q&A responses: -7.72017 Q2 · Q&A responses: +3.72017 Q4 · Q&A responses: -1.62018 Q1 · Q&A responses: +1.82018 Q2 · Q&A responses: +8.82018 Q4 · Q&A responses: +3.72019 Q1 · Q&A responses: -4.22019 Q2 · Q&A responses: +5.42019 Q3 · Q&A responses: -1.32019 Q4 · Q&A responses: -1.62020 Q1 · Q&A responses: -1.02020 Q2 · Q&A responses: -0.82020 Q3 · Q&A responses: -3.32020 Q4 · Q&A responses: -2.22021 Q1 · Q&A responses: -0.92021 Q2 · Q&A responses: -3.92021 Q3 · Q&A responses: +0.82021 Q4 · Q&A responses: +2.22022 Q2 · Q&A responses: +8.92022 Q4 · Q&A responses: +8.22023 Q1 · Q&A responses: +12.32023 Q2 · Q&A responses: -11.62023 Q3 · Q&A responses: -3.22023 Q4 · Q&A responses: +10.22024 Q1 · Q&A responses: +1.62024 Q2 · Q&A responses: -4.92024 Q3 · Q&A responses: +10.82024 Q4 · Q&A responses: +9.02025 Q1 · Q&A responses: +7.1
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.28$5.65$9.032007 Q22009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $2.742014 Q2: $2.832014 Q3: $3.002014 Q4: $3.112015 Q1: $3.202015 Q2: $3.272015 Q3: $3.322015 Q4: $3.462016 Q1: $3.532016 Q2: $3.632016 Q3: $3.712016 Q4: $3.812017 Q1: $3.952017 Q2: $4.122017 Q3: $4.242017 Q4: $4.302018 Q1: $4.562018 Q2: $4.872018 Q3: $5.042018 Q4: $5.222019 Q1: $5.252019 Q2: $5.382019 Q3: $5.562019 Q4: $5.722020 Q1: $5.622020 Q2: $6.222020 Q3: $6.082020 Q4: $5.842021 Q1: $5.542021 Q2: $5.782021 Q3: $5.992021 Q4: $6.192022 Q1: $6.342022 Q2: $6.472022 Q3: $6.812022 Q4: $7.172023 Q1: $7.282023 Q2: $7.422023 Q3: $7.902023 Q4: $8.232024 Q1: $8.152024 Q2: $8.282024 Q3: $8.56

Forward P/E

16.4128.5740.732007 Q22009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 19.222014 Q2: 18.272014 Q3: 18.562014 Q4: 18.092015 Q1: 20.312015 Q2: 19.412015 Q3: 21.282015 Q4: 26.012016 Q1: 25.342016 Q2: 23.352016 Q3: 20.442016 Q4: 20.772017 Q1: 22.032017 Q2: 22.222017 Q3: 24.372017 Q4: 26.462018 Q1: 26.992018 Q2: 28.642018 Q3: 31.552018 Q4: 28.682019 Q1: 34.382019 Q2: 38.922019 Q3: 34.172019 Q4: 33.242020 Q1: 29.212020 Q2: 33.572020 Q3: 33.402020 Q4: 36.902021 Q1: 34.462021 Q2: 37.852021 Q3: 37.472021 Q4: 39.052022 Q1: 32.532022 Q2: 25.312022 Q3: 26.182022 Q4: 28.012023 Q1: 26.382023 Q2: 29.782023 Q3: 25.242023 Q4: 26.732024 Q1: 23.442024 Q2: 21.532024 Q3: 20.93

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2017 Q3 tone ↓ -2.9 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -4.7 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -3.7 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -3.5 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↑ +2.4 fwd EPS ↓ -0.24 Tone rose while the forward EPS estimate was cut.
  • 2021 Q4 tone ↓ -2.4 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -4.5 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -15.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -8.5 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+4.2——View →
2024 Q42025-02-06+6.6——View →
2024 Q32024-10-24+1.2$8.5620.9View →
2024 Q22024-07-25-3.8$8.2821.5View →
2024 Q12024-04-25+4.7$8.1523.4View →
2023 Q42024-02-08+3.6$8.2326.7View →
2023 Q32023-10-26-1.6$7.9025.2View →
2023 Q22023-07-27-8.1$7.4229.8View →