Toshiba goes all-in on its dot-brand

Japanese electronics giant Toshiba is throwing its weight behind its dot-brand gTLD, .toshiba.

The company announced today that from next month it will start to migrate all of its employees to @mail.toshiba email addresses, starting with group parent Toshiba Corp, which currently uses @toshiba.co.jp.

For an unspecified period, mail sent to the current .jp addresses will auto-forward to .toshiba, but this backwards compatibility will be turned off eventually, the company said.

Toshiba said the switch will “prevent unauthorized use of email addresses by phishing emails impersonating people in Toshiba Group and reduce security risks”. This is often pitched as a key benefit of dot-brands.

The company has been using global.toshiba as its primary web site domain for a few years already. It maintains other localized domains in ccTLDs and .com as well.

Apart from global.toshiba and mail.toshiba, .toshiba has no other functioning dot-brand domains.

Google scuppers Team Internet acquisition after profit warning

A Norwegian private equity company has dropped its plans to acquire Team Internet after Google changed the way it handles advertising on parked domains, a key source of revenue for the company.

Oslo-based Verdane had a deadline of today to announce a formal offer for the company, but instead said it “does not intend to make an offer” because “there has been a material change of circumstances”.

While Verdane did not elaborate, there was a simultaneous announcement from Team Internet that Google’s recently announced changes to AdSense for Domains present a “challenge” that will harm its business faster than it can adapt.

Google said last week that as of March 19 it will start opting its advertisers out of AFD, the service domainers and registrars use to monetize many parked domain names. Advertisers will be able to opt back in, but are not expected to do so en masse.

Team Internet’s Search reporting unit made $72 million of its $91 million net revenue from AFD last year, which it expects to decline following the changes.

The company said it plans to instead monetize its domains using Google’s newer Related Search On Content product, which shows Google search results including paid results on the publishers’ own sites, based on the content of the page.

That presumably means Team Internet is going to have to populate its domains with spammy, low-quality and presumably AI-generated content, in order to trigger the RSOC contextual algorithm. Thanks, Google!

“The market development has been long-anticipated, though the announced acceleration is a challenge,” Team Internet told investors.

“It is anticipated that, during this transition period, contributions from AFD will decline faster than contributions from RSOC appreciate, meaning that the financial performance of Team Internet’s Search segment will see a trough in 2025 before it recovers from 2026 onwards and returns to the long-term pattern,” it added.

It expects adjusted EBITDA to more than halve for the year in its Search segment, from $57 million last year to between $20 million and $25 million this year. The company said its domains business, which includes its registry and registrars, should be unaffected.

But that domains business seems to be still up for sale. Team Internet said it has received “repeated approaches” for the domains unit and is carrying out a “comprehensive review of its asset ownership”.

.ai channel doubles under new management

.ai has twice as many registrars selling it since Identity Digital took over management of the registry in January, according to the company.

The company said over the weekend that its channel has doubled since it announced its partnership with the Government of Anguilla. That seems to mean it now has about 80 registrars, based on an archived list published by the old registry.

That’s a tiny chunk of the hundreds of registrars that already plug in to Identity Digital’s other TLDs — .org has about 2,150 registrars and .live has over 1,600, for examples — meaning there’s a lot more room for growth.

Identity Digital also said that .ai saw a 46% year-over-year increase in the number of new domain creates in January. A graph it published shows creates around 23,000 to 24,000 in the month.

We can’t work out what .ai’s domains under management is, because we don’t know what the renewal rate was or how many domains were deleted, but the previous administrator had said there was just shy of 600,000 names at the end of 2024.

It’s also emerged that Identity Digital might have inked a pretty sweet deal with Anguilla. According to a recent video from former manager Vince Cate, the company is taking 10% of the revenues from .ai’s sales

While that might not be a huge slice of the pie, it’s a pretty big pie — bog standard .ai names sell for $70 a year and auctioned expired names regularly sell for thousands.

A $7 per-domain payment is very high for a back-end registry services deal, where providers are believed to usually get a buck or two, but it seems Identity Digital might be providing more than just a dumb platform to .ai.

As .com shrinks, China adds another 1.2 million domains

The Chinese are still registering huge numbers of domain names, just apparently not in .com, new numbers suggest.

The country’s .cn ccTLD grew by more than 1.2 million domains in the second half of 2024 even as .com shrank and new gTLDs grew, according to the latest stats from local registry CNNIC.

The registry said it had 20,823,037 .cn names at the end of the year, which is 1,261,030 more than it reported for the mid-year point and 721,546 more than it had at the end of 2023.

CNNIC publishes its statistical reports twice a year and the numbers often fluctuate wildly. It’s not usual for .cn to gain or lose millions in the space of six months.

It peaked at over 23 million names in June 2020 and has gone as low as 15 million a year later.

The CNNIC report also says that the number of .com domains registered in the country at the end of the year was 7,047,974, down by 877,515 on the 7,925,489 it had at the end of 2023.

Verisign has partly blamed weakness in China for .com’s decline in several recent quarters.

CNNIC also said that the number of new gTLD domains registered in China at the end of 2024 was 3,640,877, up a whopping 1,574,304 on the 2,066,573 it had at the start of the year.

So that’s roughly 2.3 million net new names across .cn and new gTLDs in 2024, as .com lost almost 900,000.

I humbly suggest price is the driving factor here.

If you want to speculatively or nefariously register junk domains you can reasonably expect to find a new gTLD selling for a buck or two on any given day, but Verisign has been increasing its .com prices every year since the pandemic passed.

Verisign has recently started offering promotional discounts to its registrars, an attempt to return to DUM growth, and it looks like it might be working.

Second new gTLD contention set revealed

The first showdown between new gTLD application consultants D3 Global and Unstoppable Domains has emerged, with the announcement this week of a bid for a cartoons-themed gTLD by a D3 client.

D3 said in a press release it has partnered with outfits called Animecoin Foundation and Azuki to apply to ICANN for .anime, representing the Japanese art form, when the next application round opens a bit over a year from now.

Together, the two D3 partners provide a cryptocurrency designed to enable people to trade digital art NFTs, and the NFTs themselves.

But the expected .anime application is not the first to be publicly announced. Last June, Unstoppable said it’s planning to apply for .manga and .anime with a client called Kintsugi Global.

It’s the second likely contention set between publicly announced applicants. Freename.io and 3DNS have both separately announced bids for .chain, of course intended for blockchain-related usage.

The next application window is scheduled to open April 2026 or thereabouts. There are multiple ways contention sets can be resolved under the current rules, but the main one is expected to be an ICANN-managed auction.

Registries have started shutting down Whois

Nominet seems to have become the first major registry services provider to start to retire Whois across its portfolio, already cutting off service for about 70 top-level domains.

Queries over port 43 to most of Nominet’s former Whois servers are no longer returning responses, and their URLs have been removed from the respective TLDs’ records on the IANA web site.

The move follows the expiration last month of ICANN’s contractual requirements to provide Whois in all gTLDs. Now, registries must use the successor protocol RDAP instead, with Whois optional.

A Nominet spokesperson tells us the shut-off, which affects large dot-brand clients including Amazon, happened after consultation with ICANN and clients on January 29.

TLDs Nominet was supporting under ICANN’s Emergency Back-End Registry Operator program are also affected.

The registry spokesperson said that the gTLDs .broadway, .cymru, .gop, .pharmacy, and .wales are still offering Whois, due to an interoperability issue:

“The sole reason for the retention of these gTLD WHOIS services is for interoperability with the Brand Safety Alliance (BSA) service integration, which does not yet support RDAP,” she said.

The BSA is the GoDaddy-backed project that offers the multi-TLD GlobalBlock trademark-blocking service.

Nominet’s flagship .uk is also still offering Whois, because Nominet discovered that some of its registrars were still using it, rather than EPP, to do domain availability checks.

The fact that a GoDaddy service and some .uk registrars still don’t support RDAP, even after a years-long ICANN transition plan, is perhaps revelatory.

I’ll admit the only reason I noticed Nominet’s Whois coverage was patchy was that I’d neglected to update one of my scripts and it started failing. Apparently I was not alone.

While RDAP can be fairly simple to implement (if I can do it…), actually finding each registry’s RDAP server is a bit more complicated than under the Whois regime.

All gTLD registries were obliged to offer Whois at whois.nic.[tld], and IANA would publish the URLs on its web site, but RDAP URLs are not standardized.

It’s not super obvious, but it seems instead you have to head over to IANA’s “Bootstrap Service” and download a JSON file containing a list of TLDs and their associated base RDAP URLs.

.com could return to growth this quarter

Verisign might have some better news for investors and analysts when it delivers its first-quarter financial results — it looks like .com might have turned a corner and returned to growth.

The TLD has added over 540,000 domains to its zone file between the start of the year and February 20, a little over halfway through the quarter, according to the numbers Verisign posts on its web site.

While Q1 has historically been seasonally strong, in the same period of 2024 .com was down by over 63,000 names. Over the whole of 2024, .com’s zone lost 3.7 million domains.

The company recently introduced some registrar marketing programs that CEO Jim Bidzos earlier this month said he was encouraged by. Several registrars have been spotted selling .com first-years for as much as 50% off the regular wholesale price.

Two big registrars — GoDaddy and Squarespace — kicked off expensive ongoing campaigns advertising their web site building services at the February 9 Super Bowl broadcast in the US.

Since the broadcast, .com is up by 186,000 names.

Verisign is currently predicting its domain name base across .com and .net will shrink by between 2.3% and 0.3% for the full year.

Another VW car dot-brand crashes out

Volkswagen’s patchy commitment to dot-brand gTLDs is in evidence again this week, as the company has told ICANN it no longer wishes to operate .bentley.

Bentley is one of VW’s luxury car brands, based in the UK. It’s exercised its option to unilaterally terminate its gTLD registry agreement, with no explanation given.

The gTLD had a single resolving domain, which redirected to a .com.

It’s the first dot-brand to terminate this year, thought the notice seems to have been filed with ICANN in December.

VW’s attitude to its original portfolio of dot-brands has been all over the place.

Its .volkswagen, which one might expect to be the flagship, was terminated four years ago, along with its Chinese version, but .seat and .audi each have thousands of active registrations.

Largest back-end switch EVER as GoDaddy loses deal

It’s going to be the largest ever migration of a single TLD between back-end registry service providers, but it was announced without fanfare late last week.

On page four of Tucows CEO Elliot Noss’s prepared fourth-quarter remarks to analysts last week, he revealed the company has beaten GoDaddy to take over the contract to run India’s .in ccTLD:

Tucows Domains was recently selected to be the technical services provider for the .IN country code domain, operated by the National Internet Exchange of India. Our teams are closely collaborating and we are establishing a dedicated team in India to support this initiative

Noss said that the migration involves “approximately 4 million domains” and will take place “later this year”.

While NIXI does not publish its registration numbers, Verisign’s Domain Name industry Brief put .in at 4.1 million names at the end of 2024.

Even accounting for upwards rounding by Noss, 4 million names would make the migration the largest in the history of the DNS.

The current record was set in 2018, when Afilias (now Identity Digital) took over Australia’s .au from Neustar (now GoDaddy. There were 3.1 million names in .au at that time.

When Neustar/GoDaddy took over .in from Afilias/Identity Digital in 2019, it was reportedly because it had bid $0.70 per domain, undercutting the incumbent’s offer of $1.10

But, while the deal is surely worth many millions (maybe $10 million over five years if we guess at a $0.50 bid) to Tucows’ top line, it may not be especially profitable.

Noss said in his remarks to analysts: “The pricing and margin contribution for this piece of business is typical of a large, high volume customer.”

But a demonstrable track record of handling large migrations often comes up in registry RFPs, so the .in deal puts Tucows in a strong position in future contract opportunities.

Super Bowl a bit of a dud for .com?

Having two of its largest registrars advertising during Sunday’s Super Bowl broadcast doesn’t seem to have given Verisign’s declining .com flagship much of a boost.

According to numbers published on the company’s web site, .com has grown by about 30,000 domains in the last two days.

While that’s certainly not to be sniffed it, it’s well within the parameters of a normal day’s operation for .com. The TLD’s zone file shrinks more days than it grows nowadays, but five-figure daily upticks are not uncommon.

GoDaddy and Squarespace both took out 30-second spots during the Super Bowl. Both featured high-profile actors and had high production values, but neither mentioned domain names once.

GoDaddy’s focused on its Airo tool and Squarespace’s… goodness knows what that was all about.

Verisign CEO Jim Bidzos last week told analysts that the two commercials were a sign that its registrar partners are starting to focus more on customer acquisition, which should help .com return to growth.