Monitor the upcoming .com domain fee increase in November 2026 as a key driver of future revenue; assess whether the slight EPS miss and declining operating cash flow are temporary or signal emerging cost pressures.
Price Chart
Executive Summary
Verisign reported Q1 2026 earnings with revenue of $429 million (6.6% YoY growth) and diluted EPS of $2.34, slightly missing the $2.25 consensus. The company maintained its dividend and announced a future price increase for .com domain registrations, signaling confidence in its business model despite the minor earnings miss.
Key Financial Metrics
Key Facts
- Revenue: $429 million (up 6.6% YoY from $402.3 million)
- Diluted EPS: $2.34 (vs $2.10 in Q1 2025)
- EPS missed consensus of $2.25 by -0.7%
- Cash flow from operations: $272 million (down from $291 million YoY)
- Announced a .com domain fee increase from $10.26 to $10.97 effective Nov. 1, 2026
- Repurchased $214 million in shares during the quarter
Financial Impact
Revenue grew 6.6% YoY to $429 million, EPS was $2.34, slightly below the $2.25 consensus. Cash flow from operations decreased to $272 million from $291 million YoY.
Risk Factors
- Declining cash flow from operations despite revenue growth may indicate rising costs
- Future fee increase could face regulatory scrutiny or market resistance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001014473-26-000019 |
| Document: vrsn-20260423.htm | 0001014473-26-000019 |
| Document: 0001014473-26-000019-index-headers.html | 0001014473-26-000019 |
| Document: 0001014473-26-000019-index.html | 0001014473-26-000019 |
| Document: 0001014473-26-000019.txt | 0001014473-26-000019 |
| 8-K Data (Synthetic) | 0001014473-26-000019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | Insider Cluster | $286.94 $298.46 | ▲ +4.01% | ▲ +4.67% | $287.75 (+0.28%) |
Sep 2, 2026 29d ago | Insider Cluster | $293.35 $292.71 | ▼ −0.22% | ▲ +0.93% | $287.75 (−1.91%) |
Aug 31, 2026 4w ago | Insider Cluster | $288.28 $282.20 | ▼ −2.11% | ▼ −1.97% | $287.75 (−0.18%) |
Aug 13, 2026 7w ago | Insider Cluster | $287.15 $276.90 | ▼ −3.57% | ▼ −1.61% | $287.75 (+0.21%) |
Aug 13, 2026 7w ago | Insider Cluster | $287.15 $276.90 | ▼ −3.57% | ▼ −1.61% | $287.75 (+0.21%) |
Aug 13, 2026 7w ago | Insider Cluster | $287.15 $276.90 | ▼ −3.57% | ▼ −1.61% | $287.75 (+0.21%) |
Aug 11, 2026 7w ago | Insider Cluster | $287.63 $276.74 | ▼ −3.79% | ▼ −3.38% | $287.75 (+0.04%) |
Aug 5, 2026 8w ago | Insider Cluster | $293.41 $282.94 | ▼ −3.57% | ▼ −3.92% | $287.75 (−1.93%) |
Aug 4, 2026 8w ago | Insider Cluster | $293.41 $282.94 | ▼ −3.57% | ▼ −3.92% | $287.75 (−1.93%) |
Jul 29, 2026 9w ago | Insider Cluster | $286.58 $292.53 | ▲ +2.08% | ▼ −1.55% | $287.75 (+0.41%) |
US Market Status
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