Verisign (VRSN)
NASDAQ:VRSN
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.44Last Year’s EPS
2.21Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated multiple strong operational and financial wins: record domain base, the largest new registrations since 2021, YoY revenue and EPS growth, robust cash generation and shareholder returns, narrowed and raised guidance for domain base growth, and a long track record of 100% availability and large excess infrastructure capacity. Offsetting items include materially lower first-time renewal rates (mid-40%), uncertainty around the retail impact of the announced .com wholesale price increase, security risks arising from AI that may require additional product investment, and some uncertainty related to the ICANN new gTLD round. On balance, the positive growth, cash returns, and infrastructure reliability materially outweigh the noted challenges, though management will need to monitor renewal cohorts and registrar pricing dynamics.Company Guidance
Record Domain Base and Strong Registration Activity
Combined .com and .net base reached a record 176.1 million names; domain name base grew by 2.54 million from year-end 2025. New registrations were 11.5 million in Q1 (vs. 10.7 million last quarter and 10.1 million YoY), the largest quarterly new registrations since 2021.
Renewal Rate Improvement
Company expects 2026 renewal rate of 76.3%, up from 75.5% a year ago, reflecting stronger retention and improved renewal characteristics from marketing programs.
Revenue and EPS Growth
Revenue of $429 million in Q1, up 6.6% year-over-year. Diluted EPS of $2.34, up 11.4% YoY and up 4.9% sequentially.
Operating Income and Margin Progress
Operating income totaled $294 million, up $22 million or 8.3% YoY, and up 3.1% sequentially, indicating improved operational profitability.
Strong Cash Generation and Capital Return
Operating cash flow of $272 million and free cash flow of $265 million for the quarter. Returned over 100% of free cash flow to shareholders in the last 12 months, totaling $1.13 billion via share repurchases and dividends; $863 million remains available under the repurchase program.
Dividend Increase and Ongoing Payout
Board approved a cash dividend of $0.81 per share payable 05/27/2026 and reiterated intent to pay quarterly dividends subject to Board approval and market conditions.
Narrowed and Raised Domain Base Guidance
Management increased and narrowed 2026 domain name base growth guidance to between 3.1% and 4.3%, citing positive early-year trends and marketing program traction.
Reliability, Scale, and Infrastructure Strength
Extended 100% service availability record approaching 29 years; processes over 600 billion DNS transactions per day (~7 million transactions per second) with multiple orders of magnitude excess capacity and planned infrastructure improvements.
Planned .com Wholesale Price Increase
Announced notice of a $0.71 annual wholesale increase for .com (from $10.26 to $10.97) effective 11/01/2026 — the first allowable increase since the February 2024 notice.
Updated Full-Year Financial Guidance
Revenue guidance for 2026 raised to $1.73 billion–$1.745 billion; operating income guidance $1.17 billion–$1.185 billion; CapEx guidance maintained at $55 million–$65 million; GAAP tax rate guidance 22%–25%.
VRSN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VRSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $276.95 | $269.20 | -2.80% |
Feb 05, 2026 | $242.62 | $224.17 | -7.60% |
Oct 23, 2025 | $249.81 | $246.32 | -1.40% |
Jul 24, 2025 | $284.96 | $303.97 | +6.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Verisign (VRSN) report earnings?
Verisign (VRSN) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is Verisign (VRSN) earnings time?
Verisign (VRSN) earnings time is at Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is VRSN EPS forecast?
VRSN EPS forecast for the fiscal quarter 2026 (Q2) is 2.44.