Verisign (VRSN) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$2.36

$2.33$2.39

vs $2.21+6.9%

3 analysts

Next Qtr

$2.38

$2.33$2.41

vs $2.27+4.7%

3 analysts

Current Yr

$9.48

$9.35$9.58

vs $8.81+7.6%

3 analysts

Next Yr

$10.36

$10.02$10.66

vs $9.48+9.3%

3 analysts

Revenue Estimates

Current Qtr

$434.87M

$432.02M$438.00M

vs $409.90M+6.1%

4 analysts

Next Qtr

$437.85M

$435.63M$443.00M

vs $419.10M+4.5%

4 analysts

Current Yr

$1.74B

$1.74B$1.76B

vs $1.66B+5.3%

4 analysts

Next Yr

$1.85B

$1.79B$1.88B

vs $1.74B+6.1%

4 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for VRSN on EDGAR.

VRSN filing events and research context
Filed	Item	Context
Apr 23, 2026	mda_quarterly	Verisign reported first-quarter 2026 revenues of $428.9 million, a 7% increase year-over-year, and operating income of $293.6 million, up 8%. Growth was primarily driven by a 3.7% expansion of the .com and .net domain name base to 176.1 million registrations and the impact of prior price increases. New registrations rose to 11.5 million, supported by e-commerce growth and the adoption of AI tools for website creation. A significant upcoming catalyst is the scheduled increase of the .com registry-level wholesale fee from $10.26 to $10.97, effective November 1, 2026. Key risks include competitive pressure from country code top-level domains (ccTLDs), other generic top-level domains (gTLDs), and evolving internet navigation behaviors. Capital allocation focused on shareholder returns, with $214.4 million in common stock repurchases and a quarterly dividend of $0.81 per share. The company maintains a strong liquidity position with $556.4 million in cash and marketable securities to service its senior notes maturing in 2027, 2031, and 2032.
Feb 5, 2026	business	Verisign provides critical internet infrastructure, primarily operating the authoritative registries for the .com and .net top-level domains (TLDs), which underpin the majority of global e-commerce. The company also manages the .name and .cc TLDs, provides back-end services for .edu, and serves as a Root Zone Maintainer operating two of the thirteen global internet root servers. Revenue from .com and .net is subject to ICANN pricing restrictions, which may create a competitive disadvantage compared to other gTLDs and ccTLDs. Verisign maintains a global infrastructure of secure data centers and over 200 points of presence to ensure DNS resiliency and security. Financial performance is susceptible to trends where end-users utilize social media platforms or e-commerce marketplaces, such as Amazon and TikTok, as alternatives to independent domain registration. Additionally, the emergence of artificial intelligence and alternative namespaces presents ongoing competitive pressure. The company operates under a multi-stakeholder regulatory model led by ICANN and must comply with international data privacy laws and Chinese licensing requirements. A key contractual milestone is the .com Registry Agreement, which requires renewal or extension by November 30, 2030.
Feb 5, 2026	mda	Verisign operates critical internet infrastructure, primarily providing registration and authoritative resolution for the .com and .net top-level domains (TLDs) and managing Root Zone Maintainer Services. In 2025, the company achieved $1,656.6 million in revenue and $1,121.0 million in operating income, both representing 6% year-over-year increases. The .com and .net domain base grew 2.6% to 173.5 million registrations, supported by 41.7 million new registrations and an improved third-quarter renewal rate of 75.4%. Cash flows from operating activities rose 21% to $1,091.1 million. Capital allocation focused on shareholder returns, with $858.6 million spent on repurchasing 3.4 million shares and a 5.2% increase in the quarterly cash dividend to $0.81 per share. While growth is driven by expanding e-commerce and global internet access, the business faces risks from competition with country-code TLDs (ccTLDs), other generic TLDs (gTLDs), and evolving consumer behaviors regarding online presence. Management identifies income tax complexities across multiple jurisdictions as a critical accounting estimate, noting $233.2 million in net deferred tax assets as of December 31, 2025.

Filed

Item

Context

Apr 23, 2026

mda_quarterly

Verisign reported first-quarter 2026 revenues of $428.9 million, a 7% increase year-over-year, and operating income of $293.6 million, up 8%. Growth was primarily driven by a 3.7% expansion of the .com and .net domain name base to 176.1 million registrations and the impact of prior price increases. New registrations rose to 11.5 million, supported by e-commerce growth and the adoption of AI tools for website creation. A significant upcoming catalyst is the scheduled increase of the .com registry-level wholesale fee from $10.26 to $10.97, effective November 1, 2026. Key risks include competitive pressure from country code top-level domains (ccTLDs), other generic top-level domains (gTLDs), and evolving internet navigation behaviors. Capital allocation focused on shareholder returns, with $214.4 million in common stock repurchases and a quarterly dividend of $0.81 per share. The company maintains a strong liquidity position with $556.4 million in cash and marketable securities to service its senior notes maturing in 2027, 2031, and 2032.

Feb 5, 2026

business

Verisign provides critical internet infrastructure, primarily operating the authoritative registries for the .com and .net top-level domains (TLDs), which underpin the majority of global e-commerce. The company also manages the .name and .cc TLDs, provides back-end services for .edu, and serves as a Root Zone Maintainer operating two of the thirteen global internet root servers. Revenue from .com and .net is subject to ICANN pricing restrictions, which may create a competitive disadvantage compared to other gTLDs and ccTLDs. Verisign maintains a global infrastructure of secure data centers and over 200 points of presence to ensure DNS resiliency and security. Financial performance is susceptible to trends where end-users utilize social media platforms or e-commerce marketplaces, such as Amazon and TikTok, as alternatives to independent domain registration. Additionally, the emergence of artificial intelligence and alternative namespaces presents ongoing competitive pressure. The company operates under a multi-stakeholder regulatory model led by ICANN and must comply with international data privacy laws and Chinese licensing requirements. A key contractual milestone is the .com Registry Agreement, which requires renewal or extension by November 30, 2030.

Feb 5, 2026

mda

Verisign operates critical internet infrastructure, primarily providing registration and authoritative resolution for the .com and .net top-level domains (TLDs) and managing Root Zone Maintainer Services. In 2025, the company achieved $1,656.6 million in revenue and $1,121.0 million in operating income, both representing 6% year-over-year increases. The .com and .net domain base grew 2.6% to 173.5 million registrations, supported by 41.7 million new registrations and an improved third-quarter renewal rate of 75.4%. Cash flows from operating activities rose 21% to $1,091.1 million. Capital allocation focused on shareholder returns, with $858.6 million spent on repurchasing 3.4 million shares and a 5.2% increase in the quarterly cash dividend to $0.81 per share. While growth is driven by expanding e-commerce and global internet access, the business faces risks from competition with country-code TLDs (ccTLDs), other generic TLDs (gTLDs), and evolving consumer behaviors regarding online presence. Management identifies income tax complexities across multiple jurisdictions as a critical accounting estimate, noting $233.2 million in net deferred tax assets as of December 31, 2025.

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VRSN filing events and research context

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