Verisign refutes short seller's claim of severe AdSense impact; says less than 2% of domain base affected

VERISIGN INC/CA

Only domain names monetizing with AdSense are affected; that cohort is less than 2% of total base.
The affected cohort has been shrinking since 2011 and does not represent a significant business portion.
Verisign stated on Oct 23 earnings call that any impact is likely minimal and immaterial.
Some registrants already found profitable AdSense alternatives, including a new Google option.
The short seller analysis was called faulty and based on incorrect data by DeMatteo Research.

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