VeriSign Earnings Call Transcripts
Fiscal Year 2026
-
Q3 revenue rose 5.7% YoY, with record .com/.net registrations and 2026 domain-base growth guidance raised to 6.5%–7%. Shareholder returns remained substantial, while .web and VeriSign Informed preparations advanced.
-
Q2 2026 saw record domain registrations, 6% revenue growth, and robust cash flow, with over $1.17 billion returned to shareholders. Guidance for domain base growth and revenue was raised, while .web is set for launch with no material 2026 impact.
-
Q1 2026 saw record domain base growth, 6.6% revenue increase, and 11.4% EPS growth year-over-year. Guidance for 2026 was raised, a .com price hike was announced, and over 100% of free cash flow was returned to investors.
Fiscal Year 2025
-
Revenue grew 6.4% year-over-year to $1.66 billion in 2025, with domain name base expanding by 2.6% and EPS up 10.1%. Guidance for 2026 projects continued growth, with new services under evaluation and strong shareholder returns through buybacks and dividends.
-
Q3 2025 saw strong domain name base growth, 7.3% revenue increase, and higher renewal rates. Guidance for 2025 was raised, with robust cash flow and continued shareholder returns. AI adoption and improved marketing programs are driving demand and operational efficiency.
-
Q2 2025 saw revenue rise 5.9% year-over-year to $410 million, with net income and EPS also increasing. Domain name base and renewal rates improved, especially in Asia-Pacific, and guidance for 2025 was raised. Shareholder returns were boosted via dividends and expanded buybacks.
-
Q1 2025 saw revenue rise 4.7% year-over-year to $402 million, with net income and domain registrations both increasing. Guidance for 2025 was raised, a quarterly dividend was initiated, and share buybacks continued, reflecting confidence amid macro uncertainty.
Fiscal Year 2024
-
Revenue and operating income grew in 2024, with strong cash flow and significant capital returned to shareholders. The domain name base declined but showed improving trends, supported by new marketing programs and higher renewal rates. Guidance for 2025 anticipates modest revenue growth and a smaller decline in domain base.
-
Q3 2024 saw solid revenue and income growth, but the domain name base declined due to U.S. registrar ARPU focus and ongoing weakness in China. Guidance for 2024 was narrowed, with domain base contraction expected, while share repurchases and financial stability remain priorities.
-
Q2 2024 saw 4.1% revenue growth and 7.1% higher operating income, but the domain base declined due to U.S. and China weakness. Full-year domain base is expected to fall 2–3%, with new marketing programs underway and share repurchase authorization increased.