Verisign Inc
F:VRS
Verisign Inc
In the ever-expanding realm of the internet, where countless bytes of data flutter across screens worldwide, Verisign Inc. stands as a pivotal guardian of digital navigation. Established in 1995, Verisign crafts a tale not just in technological prowess but in the subtle power of maintaining a secure and reliable internet infrastructure. The company is renowned for its role in domain name registration under the iconic .com and .net extensions, a virtual real estate that forms the epicenter of online identities for businesses and individuals alike. Beyond merely assigning domain names, it also operates essential infrastructure, ensuring that these digital addresses are always accessible. Verisign’s domain name registry services are like the invisible hands that maintain the flow of information at the click of a mouse, ensuring the global internet’s robustness and security, much like a maestro orchestrating an unseen symphony.
Verisign's business model thrives on the predictable yet profound simplicity of subscription-based services. Companies around the world lease domain names through annual registration fees, creating a steady tide of recurring revenue that sustains its operations and growth. This framework allows Verisign a level of predictability and financial stability, rare commodities in the otherwise volatile tech industry. The company doesn't just rely on its existing domains; it also continues to innovate, enhancing domain security and expanding internet protocol networks, further embedding itself in the backbone of the digital age. The lifecycle of each domain, surrounded by Verisign’s security solutions and ongoing infrastructure improvements, locks them into a business model where performance can steadily peer into the future. Hence, Verisign isn't just a registrar; it is an essential custodian of the internet ecosystem, thriving on the fundamental need for connectivity in a digital world.
In the ever-expanding realm of the internet, where countless bytes of data flutter across screens worldwide, Verisign Inc. stands as a pivotal guardian of digital navigation. Established in 1995, Verisign crafts a tale not just in technological prowess but in the subtle power of maintaining a secure and reliable internet infrastructure. The company is renowned for its role in domain name registration under the iconic .com and .net extensions, a virtual real estate that forms the epicenter of online identities for businesses and individuals alike. Beyond merely assigning domain names, it also operates essential infrastructure, ensuring that these digital addresses are always accessible. Verisign’s domain name registry services are like the invisible hands that maintain the flow of information at the click of a mouse, ensuring the global internet’s robustness and security, much like a maestro orchestrating an unseen symphony.
Verisign's business model thrives on the predictable yet profound simplicity of subscription-based services. Companies around the world lease domain names through annual registration fees, creating a steady tide of recurring revenue that sustains its operations and growth. This framework allows Verisign a level of predictability and financial stability, rare commodities in the otherwise volatile tech industry. The company doesn't just rely on its existing domains; it also continues to innovate, enhancing domain security and expanding internet protocol networks, further embedding itself in the backbone of the digital age. The lifecycle of each domain, surrounded by Verisign’s security solutions and ongoing infrastructure improvements, locks them into a business model where performance can steadily peer into the future. Hence, Verisign isn't just a registrar; it is an essential custodian of the internet ecosystem, thriving on the fundamental need for connectivity in a digital world.
Revenue Growth: VeriSign reported 2025 revenue of $1.66 billion, up 6.4% year-over-year, and Q4 revenue of $425 million, up 7.5% from the prior year.
EPS & Cash Flow: Full-year EPS rose 10.1% to $8.81, and free cash flow reached $1.07 billion in 2025.
Domain Base Expansion: The .com and .net domain name base grew by 4.5 million names, or 2.6%, ending 2025 at 173.5 million names.
Strong Q4 Metrics: Q4 saw 1.58 million net registrations added, 10.7 million new registrations (up from 9.5 million YoY), and a preliminary renewal rate of 75%.
Dividend Initiation: VeriSign initiated a quarterly dividend in 2025 and increased it by 5.2% to $0.81 per share for Q1 2026.
2026 Guidance: 2026 revenue is expected between $1.715 and $1.735 billion, and domain name base growth is forecast at 1.5% to 3.5%.
AI & Product Strategy: Management cited AI as a positive driver for domain demand and hinted at upcoming new security services.