VRSN
VeriSign, Inc.242.25
+0.37+0.15%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
AI boosts DNS; marketing tweaks shine
Q&A unpacked drivers behind VeriSign's 1.5-3.5% 2026 domain growth guidance, with Bidzos crediting AI for surging DNS queries, registrar website tools, and agentic AI navigation needs amid rising traffic. Marketing tweaks gave evolving registrars flexible programs favoring high-renewal categories, sustaining momentum post-2025 gains. New security services tease got a nod, staying in the DNS wheelhouse with details soon; ICANN's gTLD round is under study for fits. Pricing stays unguided, but April looms for .com hikes. First-time renewals may pressure rates. Channel diversity tempers precision. AI tailwinds accelerate.
Key Stats
Market Cap
22.63BP/E (TTM)
28.23Basic EPS (TTM)
8.58Dividend Yield
0.01%Recent Filings
8-K
VeriSign's strong 2025 results
VeriSign reported 2025 revenue of $1.66B, up 6.4% from 2024, with net income rising to $826M and operating income hitting $1.12B. Domain base grew 2.6% to 173.5M .com/.net registrations; cash from operations surged to $1.09B. Board hiked dividend 5.2% to $0.81/share. Repurchased $859M in stock. Steady growth prevails.
10-K
FY2025 results
Verisign posted FY2025 revenues of $1,657M, up 6% y/y on .com/.net price hikes and a domain base hitting 173.5M, +3% y/y with 41.7M new registrations versus 37.4M prior year. Operating income climbed 6% to $1,121M at 67.7% margins while net income reached $826M or $8.81 diluted EPS. Q4 repurchases tallied 1.0M shares for ~$250/share; full-year buybacks hit 3.4M shares amid $215M dividends kicked off in Q2. Cash from operations surged 21% to $1,091M. Steady renewal rates improved to 75.4% in Q3. Yet DDoS attacks remain a persistent drag on infrastructure.
8-K
Director Tomlinson resigns
8-K
VeriSign debunks AdSense scare
10-Q
Q3 FY2025 results
Verisign posted Q3 revenues of $419.1M, up 7% y/y from $390.6M, with operating income rising 6% y/y to $284.3M on steady 67.8% margins. Diluted EPS climbed to $2.27 from $2.07, matching 93.6M diluted shares. U.S. (66%) and EMEA (17%) drove growth amid .com/.net price hikes and 1.4% domain base expansion to 171.9M. Cash from operations hit $801.5M YTD, funding $627.2M buybacks and $144.1M dividends; refinanced $500M notes due 2025 with 5.25% notes due 2032, holding $235.4M cash plus $382.3M marketable securities and $200M revolver capacity. Repurchased aggressively. Competition from other TLDs pressures demand.
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