VeriSign, Inc. (VRSN) Earnings Call Transcripts

VeriSign, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, VeriSign, Inc. (VRSN) reported revenue of $435 million, reflecting a 6% year-over-year increase, and diluted EPS of $2.38, up 7.7% year-over-year. The company announced a significant increase in its share repurchase authorization to $1.5 billion and declared a quarterly cash dividend of $0.81 per share. Management raised its guidance for domain name base growth to between 5.2% and 6% for the fiscal year 2026, signaling strong operational momentum and robust demand for domain names, particularly driven by AI-related trends.

Reported metrics

Guidance from management

Management expects revenue for 2026 to be between $1.745 billion and $1.755 billion, maintaining previous operating income guidance while noting no significant impact from .web in the current fiscal year.

What management said

Yes. I'd say from a marketing expense standpoint, given where we're at in the time frame that Jim laid out in his comments, there won't be a significant amount of marketing expense this year that we recognize. And the same is true for revenue. It's likely to be fairly late in the year and because of our method of revenue recognition, you won't see a big bump even if you see some nice sales before the end of the year,...

I would just add that regardless of what the market price for the technology, the servers, et cetera, that we need to acquire in the operation of our mission, we will simply make that investment and acquire the equipment that we need without hesitation.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of the high domain growth rates, particularly in light of upcoming price increases and potential churn from new registrations. There were questions about how these factors might affect future renewal rates and overall revenue growth.

Main topics on the call

• Record New Registrations — VeriSign achieved a record 12.7 million new registrations in Q2 2026, up from 10.4 million in the same quarter last year. Management noted, "The 12.7 million new registrations are the largest we have seen for any quarter...
• Increased Share Repurchase Authorization — The Board of Directors approved an increase in the share repurchase program by $884 million, bringing the total to $1.5 billion. This reflects management's confidence in the company's financial health and commitment to r...
• Guidance Revision — Management raised its guidance for domain name base growth to between 5.2% and 6% for 2026, indicating stronger-than-expected demand. The CEO stated, "The record metrics we have seen during the first half of 2026 and a s...
• Launch of .web — .web has been successfully delegated into the global domain name system, with plans to offer registrations later this year. Management indicated that while there won't be significant revenue or expenses related to .web i...

Read the full VeriSign, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 VeriSign, Inc. earnings call transcripts on record, spanning February 6, 2020 to July 23, 2026. Based on this history, VeriSign, Inc. reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VRSN

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

IT Services

Calls on record

29

First call

February 6, 2020

Most recent

July 23, 2026

Reporting cadence

quarterly