VeriSign, Inc
XMUN:VRS
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VeriSign, Inc
XMUN:VRS
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Earnings Calls
Last Earnings Call
Strong domain demand: VeriSign said .com and .net ended the quarter with 179.1 million names, driven by a record 12.7 million new registrations and continued solid renewal rates.
Guidance raised: The company increased and narrowed 2026 guidance for domain name base growth to 5.2% to 6% after stronger-than-expected first-half trends.
Financial growth: Q2 revenue rose 6% year over year to $435 million, while diluted EPS increased 7.7% to $2.38.
Capital return: VeriSign returned more than 100% of free cash flow to shareholders over the last 12 months and raised the share repurchase authorization by $884 million to $1.5 billion.
.web launch: VeriSign said .web was delegated into the root zone and expects to begin offering it later this year, but does not expect meaningful 2026 revenue or expenses from it.
AI tailwind: Management repeatedly said AI is making it easier to create content and websites, which is helping domain demand and could also support future security products.