VeriSign raises FY26 revenue view to $1.73B-$1.75B from $1.72B-$1.74B

Consensus $1.74B. Raises FY26 operating income view to $1.17B-$1.9B from $1.16B-$1.18B. Backs FY26 capital expenditures view $55M-$65M. Backs FY26 effective tax rate view 22%-25%. Says has given notice of a price increase of 71c to the annual wholesale price for .com domain names, which raises the wholesale price from $10.26 to $10.97. Says even after this increase, believes .com will remain highly competitive with other TLD choices. Says combined .com and .net domain name base is now at a record 176.1M names. Says benefited from some tailwinds that include AI. Comments and guidance taken from Q1 earnings conference call.