EarningsQ2 2026 Earnings Report
MX:VRSN Q2 2026 EPS Results
Actual EPS$42.75
Consensus EPS$43.47
Beat/MissMissed by -$0.72
One Year Ago EPS$39.70
MX:VRSN Q2 2026 Revenue Results
Actual Revenue$7.81B
Expected Revenue$7.78B
Beat/MissBeat by +$25.24M
YoY Revenue Growth+6.03%
Earnings Announcement Details
QuarterQ2 2026
Date07/23/2026
TimeAfter Close
Conference CallThursday, July 23, 2026
MX:VRSN Upcoming Earnings
Verisign's next earnings date is estimated for October 22, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:VRSN Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple record operational and financial metrics — record quarterly new registrations, strong domain base growth, revenue up 6% YoY, EPS up 7.7% YoY, and materially higher free cash flow with aggressive shareholder returns. Management also announced the delegation of .web and signaled near-term product rollouts leveraging VeriSign's infrastructure. Noted headwinds include a small decline in renewal rate, rising operating and infrastructure costs, and near-term liquidity impacts from debt activity; however, these appear manageable relative to the significant positive trends and strengthened guidance. Overall the positives (robust topline and cash generation, product progress, shareholder returns, and raised domain growth guidance) outweigh the manageable negatives.Company Guidance
Record Domain Registrations and Base Growth
Total .com and .net base reached 179.1 million names; a sequential increase of 3.05 million. Q2 saw a record 12.7 million new registrations (largest quarter in company history), up from 11.5M last quarter and 10.4M in Q2 last year (≈21% YoY for Q2). Management raised 2026 domain base growth guidance to 5.2%–6.0%.
Strong Financial Performance — Revenue and EPS Growth
Q2 revenue was $435 million, up 6% year-over-year. Operating income was $296 million, up 5.6% YoY (and +0.9% sequentially). Diluted EPS was $2.38, up 7.7% YoY.
Robust Cash Generation and Shareholder Returns
Q2 operating cash flow was $232 million (vs $202M year-ago) and free cash flow was $213 million (vs $109M year-ago), roughly a ~95% YoY increase in free cash flow. Over the last 12 months the company returned >100% of free cash flow to shareholders totaling $1.17 billion via repurchases and dividends. Board increased share repurchase authorization by $884 million to $1.5 billion available; quarterly cash dividend of $0.81 per share was declared.
.web Delegation and Product Pipeline Progress
.web has been delegated into the DNS root with VeriSign as registry operator. Planned launch through registrar channel expected late this year (security testing and trademark sunrise periods first); management does not expect meaningful .web revenue or expense in 2026. New security- and blog-related products remain in development and in test mode and will be introduced in the coming months.
Operational Reliability and Channel Momentum
VeriSign extended 100% uptime streak to 29 years. Management highlighted effective registrar marketing programs and AI tailwinds (easier site/content creation) as drivers for higher-quality registrations and stable first-time renewal behavior (first-time renewal rate in mid-40% range; previously-renewed base in mid-80% range).
MX:VRSN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed