Duyuru • Apr 25
VeriSign, Inc. Provides Earnings Guidance for the Full Year 2026 VeriSign, Inc. provided earnings guidance for the full year 2026. For the year, revenue is now expected to be between $1.730 billion and $1.745 billion. Operating income is now expected to be between $1.170 billion and $1.185 billion. Duyuru • Apr 24
VeriSign, Inc. Approves Quarterly Dividend, Payable on May 27, 2026 VeriSign, Inc. announced that on April 20, 2026, Verisign’s Board of Directors approved a cash dividend of $0.81 per share of Verisign’s outstanding common stock to stockholders of record as of the close of business on May 19, 2026, payable on May 27, 2026. Duyuru • Apr 14
VeriSign, Inc., Annual General Meeting, May 21, 2026 VeriSign, Inc., Annual General Meeting, May 21, 2026. Location: at 12061 bluemont way, reston, virginia 20190, United States Duyuru • Apr 03
VeriSign, Inc. to Report Q1, 2026 Results on Apr 23, 2026 VeriSign, Inc. announced that they will report Q1, 2026 results at 4:05 PM, Eastern Daylight on Apr 23, 2026 Duyuru • Feb 06
VeriSign, Inc. Approves Quarterly Dividend, Payable on February 27, 2026 On February 3, 2026, Verisign’s Board of Directors approved a 5.2% increase in the quarterly dividend to $0.81 per share of Verisign’s outstanding common stock to stockholders of record as of the close of business on February 19, 2026, payable on February 27, 2026. Duyuru • Jan 03
VeriSign, Inc. to Report Q4, 2025 Results on Feb 05, 2026 VeriSign, Inc. announced that they will report Q4, 2025 results at 4:05 PM, US Eastern Standard Time on Feb 05, 2026 Duyuru • Oct 25
VeriSign, Inc. announces Quarterly dividend, payable on November 25, 2025 VeriSign, Inc. announced Quarterly dividend of USD 0.7700 per share payable on November 25, 2025, ex-date on November 18, 2025 and record date on November 18, 2025. Duyuru • Oct 09
Verisign, Inc. Appoints Matthew J. Desch to the Board, Effective October 6, 2025 Effective October 6, 2025, the Board of Directors of VeriSign, Inc. appointed Matthew J. Desch to the Board, increasing the size of the Board from seven to eight directors. Mr. Desch currently serves as Chief Executive Officer and a director of Iridium Communications Inc., a global mobile, voice, and data satellite communications company, a position he has held since 2009. Duyuru • Oct 02
VeriSign, Inc. to Report Q3, 2025 Results on Oct 23, 2025 VeriSign, Inc. announced that they will report Q3, 2025 results at 4:05 PM, Eastern Daylight on Oct 23, 2025 Duyuru • Jul 02
VeriSign, Inc. to Report Q2, 2025 Results on Jul 24, 2025 VeriSign, Inc. announced that they will report Q2, 2025 results at 4:05 PM, Eastern Daylight on Jul 24, 2025 Duyuru • Apr 25
VeriSign, Inc. Declares Quarterly Cash Dividend, Payable on May 28, 2025 On April 23, 2025, Verisign’s Board of Directors declared a cash dividend of $0.77 per share of Verisign’s outstanding common stock to stockholders of record as of the close of business on May 19, 2025, payable on May 28, 2025. Verisign intends to continue to pay a cash dividend on a quarterly basis, subject to market conditions and approval by Verisign’s Board of Directors. Duyuru • Apr 02
VeriSign, Inc. to Report Q1, 2025 Results on Apr 24, 2025 VeriSign, Inc. announced that they will report Q1, 2025 results at 4:05 PM, US Eastern Standard Time on Apr 24, 2025 Duyuru • Mar 27
VeriSign, Inc., Annual General Meeting, May 22, 2025 VeriSign, Inc., Annual General Meeting, May 22, 2025. Location: 12061 bluemont way, reston, virginia 20190, United States Duyuru • Jan 03
VeriSign, Inc. to Report Q4, 2024 Results on Feb 06, 2025 VeriSign, Inc. announced that they will report Q4, 2024 results at 4:05 PM, US Eastern Standard Time on Feb 06, 2025 Board Change • Dec 30
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Director Deb McCann was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: US$2.07 (vs US$1.83 in 3Q 2023) Third quarter 2024 results: EPS: US$2.07 (up from US$1.83 in 3Q 2023). Revenue: US$390.6m (up 3.8% from 3Q 2023). Net income: US$201.3m (up 6.8% from 3Q 2023). Profit margin: 52% (up from 50% in 3Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Duyuru • Oct 25
VeriSign, Inc. Updates Earnings Guidance for the Full Year 2024 VeriSign, Inc. updated earnings guidance for the full year 2024. For the year, the company's revenue is now expected to be between $1.554 billion and $1.559 billion. Operating income is now expected to be between $1.054 billion and $1.059 billion. Duyuru • Oct 02
VeriSign, Inc. to Report Q3, 2024 Results on Oct 24, 2024 VeriSign, Inc. announced that they will report Q3, 2024 results at 4:05 PM, US Eastern Standard Time on Oct 24, 2024 Buy Or Sell Opportunity • Aug 06
Now 20% undervalued Over the last 90 days, the stock has risen 3.3% to €163. The fair value is estimated to be €205, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 10.0%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period. New Risk • Aug 01
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Negative equity (-US$1.8b). Minor Risks Significant insider selling over the past 3 months (€1.3m sold). Reported Earnings • Jul 26
Second quarter 2024 earnings released: EPS: US$2.01 (vs US$1.79 in 2Q 2023) Second quarter 2024 results: EPS: US$2.01 (up from US$1.79 in 2Q 2023). Revenue: US$387.1m (up 4.1% from 2Q 2023). Net income: US$198.8m (up 7.1% from 2Q 2023). Profit margin: 51% (up from 50% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Duyuru • Jul 02
VeriSign, Inc. to Report Q2, 2024 Results on Jul 25, 2024 VeriSign, Inc. announced that they will report Q2, 2024 results at 4:05 PM, Eastern Daylight on Jul 25, 2024 Board Change • Jun 25
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Director Courtney Armstrong was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: US$1.93 (vs US$1.70 in 1Q 2023) First quarter 2024 results: EPS: US$1.93 (up from US$1.70 in 1Q 2023). Revenue: US$384.3m (up 5.5% from 1Q 2023). Net income: US$194.1m (up 8.6% from 1Q 2023). Profit margin: 51% (up from 49% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Duyuru • Apr 02
VeriSign, Inc. to Report Q1, 2024 Results on Apr 25, 2024 VeriSign, Inc. announced that they will report Q1, 2024 results at 4:05 PM, Eastern Daylight on Apr 25, 2024 Recent Insider Transactions • Feb 25
President & COO recently sold €1.7m worth of stock On the 20th of February, Todd Strubbe sold around 9k shares on-market at roughly €179 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. Todd has been a net seller over the last 12 months, reducing personal holdings by €3.2m. Duyuru • Feb 16
VeriSign, Inc. Announces Board Changes, Effective April 5, 2024 On February 12, 2024, Todd B. Strubbe, President and Chief Operating Officer of VeriSign, Inc., informed the company’s Board of Directors of his intention to retire, effective April 5, 2024. The Board expressed its sincere appreciation to Mr. Strubbe for his nine years of service to the Company and especially for his dedicated and mission-focused leadership. The Board noted that Mr. Strubbe made significant contributions in support of the Company’s mission and wished him well in his retirement. Mr. Strubbe has served as the company’s Chief Operating Officer since April 2015 and President since February 2020. The Board has elected D. James Bidzos, the company’s Chief Executive Officer and Executive Chairman, to resume the office of President, which he previously held from August 2011 to February 2020, effective upon the date of Mr. Strubbe’s retirement. The company anticipates Mr. Strubbe will serve as an advisor following his retirement. Reported Earnings • Feb 09
Full year 2023 earnings released: EPS: US$7.91 (vs US$6.25 in FY 2022) Full year 2023 results: EPS: US$7.91 (up from US$6.25 in FY 2022). Revenue: US$1.49b (up 4.8% from FY 2022). Net income: US$817.6m (up 21% from FY 2022). Profit margin: 55% (up from 47% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year. Recent Insider Transactions • Jan 14
Executive Chairman of the Board & CEO recently sold €1.1m worth of stock On the 11th of January, D. Bidzos sold around 6k shares on-market at roughly €184 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €3.0m. D. has been a net seller over the last 12 months, reducing personal holdings by €11m. Recent Insider Transactions • Dec 17
Executive Chairman of the Board & CEO recently sold €3.0m worth of stock On the 14th of December, D. Bidzos sold around 15k shares on-market at roughly €197 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. D. has been a net seller over the last 12 months, reducing personal holdings by €8.8m. Recent Insider Transactions • Nov 18
Executive Chairman of the Board & CEO recently sold €2.9m worth of stock On the 16th of November, D. Bidzos sold around 15k shares on-market at roughly €192 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was D.'s only on-market trade for the last 12 months. Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: US$1.83 (vs US$1.58 in 3Q 2022) Third quarter 2023 results: EPS: US$1.83 (up from US$1.58 in 3Q 2022). Revenue: US$376.3m (up 5.4% from 3Q 2022). Net income: US$188.5m (up 11% from 3Q 2022). Profit margin: 50% (up from 48% in 3Q 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year. Duyuru • Oct 05
VeriSign, Inc. to Report Q3, 2023 Results on Oct 26, 2023 VeriSign, Inc. announced that they will report Q3, 2023 results at 4:05 PM, US Eastern Standard Time on Oct 26, 2023 New Risk • Aug 03
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.6b). Minor Risks Significant insider selling over the past 3 months (€1.6m sold). Recent Insider Transactions • Aug 03
President & COO recently sold €1.5m worth of stock On the 31st of July, Todd Strubbe sold around 8k shares on-market at roughly €191 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Todd's only on-market trade for the last 12 months. Duyuru • Jul 28
VeriSign, Inc. Revises Earnings Guidance for the Full Year 2023 VeriSign, Inc. revised earnings guidance for the full year 2023. For the period, the company expects revenue to be in the range of $1.490 billion to $1.500 billion. This updated revenue range reflects its expectation that the domain name base growth rate will be between 0% and 1%. Operating income is still expected to be between $990 million and $1.05 billion. Reported Earnings • Jul 28
Second quarter 2023 earnings released: EPS: US$1.79 (vs US$1.54 in 2Q 2022) Second quarter 2023 results: EPS: US$1.79 (up from US$1.54 in 2Q 2022). Revenue: US$372.0m (up 5.7% from 2Q 2022). Net income: US$185.7m (up 11% from 2Q 2022). Profit margin: 50% (up from 48% in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year. Duyuru • Jul 04
VeriSign, Inc. to Report Q2, 2023 Results on Jul 27, 2023 VeriSign, Inc. announced that they will report Q2, 2023 results at 4:05 PM, Eastern Daylight on Jul 27, 2023 Recent Insider Transactions • May 05
Independent Director recently sold €203k worth of stock On the 3rd of May, Kathleen Cote sold around 1k shares on-market at roughly €203 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €577k. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months. Reported Earnings • Apr 30
First quarter 2023 earnings released: EPS: US$1.70 (vs US$1.43 in 1Q 2022) First quarter 2023 results: EPS: US$1.70 (up from US$1.43 in 1Q 2022). Revenue: US$364.4m (up 5.0% from 1Q 2022). Net income: US$178.7m (up 14% from 1Q 2022). Profit margin: 49% (up from 45% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat. Recent Insider Transactions • Mar 08
Independent Director recently sold €281k worth of stock On the 3rd of March, Yehuda Buchalter sold around 2k shares on-market at roughly €187 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €577k. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months. Recent Insider Transactions • Feb 24
Independent Director recently sold €507k worth of stock On the 21st of February, Kathleen Cote sold around 3k shares on-market at roughly €190 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months. Reported Earnings • Feb 10
Full year 2022 earnings released: EPS: US$6.25 (vs US$7.01 in FY 2021) Full year 2022 results: EPS: US$6.25 (down from US$7.01 in FY 2021). Revenue: US$1.42b (up 7.3% from FY 2021). Net income: US$673.8m (down 14% from FY 2021). Profit margin: 47% (down from 59% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year. Duyuru • Jan 04
VeriSign, Inc. to Report Q4, 2022 Results on Feb 09, 2023 VeriSign, Inc. announced that they will report Q4, 2022 results at 4:05 PM, US Eastern Standard Time on Feb 09, 2023 Board Change • Nov 17
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Courtney Armstrong was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 02
Independent Director recently sold €141k worth of stock On the 31st of October, Timothy Tomlinson sold around 692 shares on-market at roughly €204 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €791k more than they bought in the last 12 months. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: US$1.58 (vs US$1.40 in 3Q 2021) Third quarter 2022 results: EPS: US$1.58 (up from US$1.40 in 3Q 2021). Revenue: US$356.9m (up 6.8% from 3Q 2021). Net income: US$169.5m (up 8.2% from 3Q 2021). Profit margin: 48% (in line with 3Q 2021). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year. Recent Insider Transactions • Aug 03
Independent Director recently sold €125k worth of stock On the 1st of August, Timothy Tomlinson sold around 685 shares on-market at roughly €182 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €650k more than they bought in the last 12 months. Board Change • Aug 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Courtney Armstrong was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 30
Second quarter 2022 earnings released: EPS: US$1.54 (vs US$1.32 in 2Q 2021) Second quarter 2022 results: EPS: US$1.54 (up from US$1.32 in 2Q 2021). Revenue: US$351.9m (up 6.8% from 2Q 2021). Net income: US$167.3m (up 13% from 2Q 2021). Profit margin: 48% (up from 45% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.2%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 30
First quarter 2022 earnings released: EPS: US$1.43 (vs US$1.33 in 1Q 2021) First quarter 2022 results: EPS: US$1.43 (up from US$1.33 in 1Q 2021). Revenue: US$346.9m (up 7.2% from 1Q 2021). Net income: US$157.5m (up 4.8% from 1Q 2021). Profit margin: 45% (down from 47% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.9%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year. Buying Opportunity • Apr 30
Now 20% undervalued Over the last 90 days, the stock is up 6.1%. The fair value is estimated to be €245, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 7.2%. Revenue is forecast to grow by 9.9% in a year. Earnings is forecast to decline by 18% in the next year. Recent Insider Transactions • Feb 25
Independent Director recently sold €54k worth of stock On the 23rd of February, Timothy Tomlinson sold around 293 shares on-market at roughly €183 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €522k more than they bought in the last 12 months. Reported Earnings • Feb 11
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$7.01 (down from US$7.08 in FY 2020). Revenue: US$1.33b (up 4.9% from FY 2020). Net income: US$784.8m (down 3.7% from FY 2020). Profit margin: 59% (down from 64% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year. Reported Earnings • Oct 29
Third quarter 2021 earnings released: EPS US$1.40 (vs US$1.49 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$334.2m (up 5.1% from 3Q 2020). Net income: US$156.6m (down 8.4% from 3Q 2020). Profit margin: 47% (down from 54% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year. Recent Insider Transactions • Jul 28
Independent Director recently sold €114k worth of stock On the 26th of July, Timothy Tomlinson sold around 600 shares on-market at roughly €189 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months. Reported Earnings • Jul 24
Second quarter 2021 earnings released: EPS US$1.32 (vs US$1.32 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$329.4m (up 4.8% from 2Q 2020). Net income: US$147.8m (down 3.1% from 2Q 2020). Profit margin: 45% (down from 49% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year. Recent Insider Transactions • Apr 28
Independent Director recently sold €179k worth of stock On the 26th of April, Kathleen Cote sold around 1k shares on-market at roughly €179 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months. Reported Earnings • Apr 24
First quarter 2021 earnings released: EPS US$1.33 (vs US$2.87 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$323.6m (up 3.6% from 1Q 2020). Net income: US$150.4m (down 55% from 1Q 2020). Profit margin: 47% (down from 107% in 1Q 2020). The decrease in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Mar 10
Independent Director recently sold €158k worth of stock On the 4th of March, Kathleen Cote sold around 1k shares on-market at roughly €158 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months. Is New 90 Day High Low • Feb 27
New 90-day low: €156 The company is down 5.0% from its price of €165 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €128 per share. Reported Earnings • Feb 12
Full year 2020 earnings released: EPS US$7.08 (vs US$5.17 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.27b (up 2.7% from FY 2019). Net income: US$814.9m (up 33% from FY 2019). Profit margin: 64% (up from 50% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 0.03%. Over the next year, revenue is forecast to grow 7.7%, compared to a 12% growth forecast for the IT industry in Germany. Is New 90 Day High Low • Jan 16
New 90-day low: €161 The company is down 9.0% from its price of €177 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €159 per share. Is New 90 Day High Low • Oct 30
New 90-day low: €162 The company is down 7.0% from its price of €175 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €147 per share. Reported Earnings • Oct 24
Third quarter earnings released Over the last 12 months the company has reported total profits of US$805.9m, up 25% from the prior year. Total revenue was US$1.26b over the last 12 months, up 2.2% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 24
Third-quarter earnings released: Revenue beats expectations Third-quarter revenue exceeded analyst estimates by 0.6% at US$317.9m. Revenue is forecast to grow 5.6% over the next year, compared to a 8.7% growth forecast for the IT industry in Germany.