Daily BriefsTMT/Internet

Daily Brief TMT/Internet: Shibaura Electronics, Verisign Inc, SS&C Technologies, Celestica and more

In today’s briefing:

  • (Mostly) Asia-Pac M&A: Ainsworth Game, Bright Smart, PointsBet, Dickson Concepts, Canvest, Shibaura
  • VeriSign’s Domain Name Registration Growth Is Here To Stay But What Are The Challenges Ahead?
  • SS&C Technologies Is Powering Ahead with AI & Platform Growth—But There’s MORE To The Story!
  • Celestica Inc.: An Insight Into Its AI/ML Compute & Networking Ramps & Other Major Drivers!



VeriSign’s Domain Name Registration Growth Is Here To Stay But What Are The Challenges Ahead?

By Baptista Research

  • VeriSign Inc.’s first quarter of 2025 showed a solid performance with a 4.7% increase in revenue, reaching $402 million compared to the same period last year.
  • This was bolstered by positive trends in domain registrations.
  • The domain name base for .com and .net increased by 777,000 names from the end of 2024, resulting in a total of 169.8 million domain names.

SS&C Technologies Is Powering Ahead with AI & Platform Growth—But There’s MORE To The Story!

By Baptista Research

  • SS&C Technologies reported a commendable financial performance for the first quarter of 2025.
  • Adjusted revenue reached $1.5148 billion, reflecting a notable 5.5% increase year-over-year.
  • The adjusted diluted earnings per share rose by 8.3% to $1.44.

Celestica Inc.: An Insight Into Its AI/ML Compute & Networking Ramps & Other Major Drivers!

By Baptista Research

  • Celestica Inc., a key player in the electronic manufacturing services sector, showcased encouraging yet complex financial dynamics in its Q1 2025 earnings report.
  • The company’s financial performance exceeded expectations, with revenue reaching $2.65 billion, a year-over-year increase driven by robust demand in its Communications & Enterprise (CCS) segment.
  • The company’s adjusted EPS stood at $1.20, reflecting an impressive 45% increase from the prior year.

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