VRSN
NASDAQ · Technology · Software - Infrastructure · US
Research · Oct 17, 2026
[VRSN] Verisign: Q3 2026 earnings preview on domain growth before the .com price rise
Verisign's Q2 2026 revenue rose 6.0% to $434.6 million as its .com/.net base grew 5.1%; Q3 tests whether record new registrations renew and carry revenue to guidance.
Research · Sep 3, 2026
[VRSN] Verisign Thesis 2026: Pricing Cycle Peaks as Domain Base Holds
Verisign extended its compounding EPS run in FY2025 with revenue reaching ~$1.62B and EPS ~$9.00, driven by the fourth .com price increase since 2020 (now $10.90 wholesale) as the domain name base stabilized at ~169M names. With four price increases exhausted in the current ICANN contract cycle, the next pricing window requires a .com Registry Agreement renewal — the key regulatory variable for FY2026 and beyond. Buybacks reduced share count below 90M, sustaining the EPS growth trajectory.