Earlier this week, Sameet Sinha, Sr. Equity Research Analyst at B. Riley & Co., published a research report on the new gTLD business and Rightside. The report, which is available to B. Riley clients and subscribers, made some projections about the new gTLD domain names and the impact they will have across the board in the domain industry (from registries to registrars to service providers…etc). In addition, Mr. Sinha initiated coverage on Rightside (ticker: NAME) with a Buy rating and $15 price target.
Mr. Sinha’s report offered an extensive overview of the domain name space, as well as a history of the new gTLD program. It was quite comprehensive, and I think it will give readers a greater knowledge about the technical aspect of domain ownership and operations. If someone were to ask me for a resource to explain the gTLD program, I think this report would give them all of the information they need to learn about its genesis and future.
I thought Mr. Sinha’s report was quite interesting, especially because it comes from someone outside of the domain investment space. With Mr. Sinha’s permission, I want to share some excerpts from the report as well as a few projections that were made: