Verisign
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Verisign (VRSN) investor relations material

Verisign Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary22 Oct, 2026

Executive summary

  • Q3 revenue rose 5.7% YoY to $443.0M; operating income was $296.5M, net income $212.6M and diluted EPS $2.35.

  • The .com/.net base reached 182.5M, up 6.1% YoY, on record Q3 registrations of 13.1M; 2026 domain-base growth guidance increased to 6.5%–7.0%.

  • .web entered the DNS root zone, while launch preparations for .web and VeriSign Informed continued.

Financial highlights

  • Q3 revenue was $443.0M versus $419.1M; operating income was $296.5M versus $284.3M, and net income was $212.6M versus $212.8M.

  • Diluted EPS was $2.35 versus $2.27, including a $0.06 impact from a $7.5M pretax loss on assets held for sale.

  • Q3 operating cash flow was $268.3M and free cash flow was $260.7M; comparable 2025 figures were $308M and $303M. Higher cash taxes and employee/vendor payments drove the decline.

  • For the first nine months, revenue was $1,306.5M and net income was $643.6M; operating cash flow was $772.3M versus $801.5M.

  • Cash and marketable securities totaled $476.1M at September 30, 2026.

Outlook and guidance

  • FY 2026 revenue guidance increased to $1.755B–$1.760B from $1.745B–$1.755B; operating income guidance is $1.188B–$1.192B, including the Q3 $7.5M expense.

  • FY 2026 domain-base growth guidance rose from 5.2%–6.0% to 6.5%–7.0%.

  • FY 2026 net interest and non-operating expense guidance is $59M–$65M; capex guidance is $55M–$65M and the GAAP effective tax-rate range is 22%–25%.

  • .web sunrise is planned for mid-December, limited registration for mid-January through potentially early April 2027, followed by general availability; pricing plans are being finalized.

  • VeriSign Informed beta is opening; pricing structure is expected by year-end and production service is expected in H1 2027.

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Frequently asked questions

VeriSign, Inc. provides domain name registry services and internet infrastructure that enables internet navigation for domain names and services through its backend registry platform, security services, and intelligent DNS services. The company also offers a portfolio of network intelligence and availability services that comprises distributed denial of service protection, real-time web monitoring, advanced DDoS mitigation and enterprise threat intelligence reporting, as well as Verisign Naming Registry Services. In addition, the company provides security services in the areas of advanced threat detection and mitigation, including Managed DNS Firewall service to detect malicious activity on the Internet. It serves enterprise customers directly or indirectly through their Internet domain name registrar; enterprise channel partners; and Internet Service Providers (ISPs). The company was formerly known as Network Solutions, LLC and changed its name to VeriSign, Inc. in March 2003. VeriSign, Inc. was founded in 1995.