VeriSign, Inc.

VeriSign, Inc. Earnings Recaps

VRSN Information Technology 2 recaps
Next earnings: October 22, 2026 (estimated) · full calendar
Q2 2026 Jul 25, 2026

VeriSign's shares rose 6.6% following better-than-expected demand trends and upward guidance for domain name base growth, reflecting market approval of accelerating new registrations and strengthened renewal rates.

Key takeaways
  • Total domain name base (combined .com and .net) reached 179.1 million, growing 3.05 million from the prior quarter.
  • Record 12.7 million new registrations in Q2 2026, up from 11.5 million last quarter and 10.4 million a year ago.
  • Renewal rate remained strong at 75.2%, slightly below last year's 75.5%, but still near historic highs.
  • Revenue increased 6% year-over-year to $435 million; operating income rose 5.6% to $296 million.
  • Guidance for domain name base growth was increased and narrowed to between 5.2% and 6% for full-year 2026, supporting a positive outlook.
Q3 2025 Oct 24, 2025

VeriSign reported a strong third quarter in 2025, marked by healthy growth in its domain name base and robust financial results, highlighted by increased revenue and earnings per share. The company continues to return significant value to shareholders through dividends and share repurchases.

Key takeaways
  • Domain name base for .com and .net grew to 171.9 million, with a 1.4% year-over-year increase and 10.6 million new registrations.
  • Revenue rose to $419 million, reflecting a 7.3% year-over-year increase, while diluted EPS increased by 9.7% to $2.27.
  • VeriSign returned $287 million to shareholders this quarter through dividends and share buybacks, demonstrating strong capital allocation discipline.
  • The renewal rate improved to 75.3%, up from 72.2% a year ago, illustrating better customer retention.
  • The company expects revenue for full-year 2025 to be between $1.652 billion and $1.657 billion, indicating continued growth momentum.