The EPS and revenue both missed consensus estimates, but the domain name base growth accelerated to 6.1% YoY and the upcoming .com price increase provides a visible revenue tailwind. Monitor the Q4 earnings for the full impact of the price increase and any further commentary on .web TLD rollout and Verisign Informed beta.
Price Chart
Executive Summary
Verisign reported Q3 2026 revenue of $443M (+5.7% YoY) and diluted EPS of $2.35, slightly below the $2.44 consensus estimate. The domain name base grew 6.1% YoY to 182.5M registrations, and the company announced a .com wholesale fee increase to $10.97 effective Nov 1, 2026. However, operating cash flow declined to $268M from $308M in the prior year quarter, and a $7.5M pre-tax loss on assets held for sale was recognized.
Key Financial Metrics
Key Facts
- Revenue $443M, +5.7% YoY vs $419.1M in Q3 2025
- Diluted EPS $2.35 vs $2.27 YoY; consensus was $2.44 (miss of ~3.7%)
- Domain name base 182.5M, +6.1% YoY; net adds of 3.36M in Q3
- Operating income $296M vs $284M YoY; operating margin ~67%
- Cash flow from operations $268M vs $308M in Q3 2025
- Deferred revenues $1.46B, +$79M from year-end 2025
- Repurchased 0.7M shares for $189M; $1.36B remaining in buyback program
- Quarterly dividend of $0.81/share approved, payable Nov 24, 2026
- .com wholesale fee to increase from $10.26 to $10.97 effective Nov 1, 2026
- Pre-tax operating loss of $7.5M on assets held for sale, reducing EPS by $0.06
Financial Impact
EPS miss of ~$0.09 vs consensus ($2.35 vs $2.44); revenue $443M vs $452.7M consensus
Risk Factors
- EPS and revenue both missed consensus estimates
- Operating cash flow declined 13% YoY to $268M
- Renewal rate slipped to 75.2% from 75.5% in the prior year period
- Pre-tax loss on assets held for sale of $7.5M
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001014473-26-000038 |
| Document: vrsn-20261022.htm | 0001014473-26-000038 |
| Document: 0001014473-26-000038-index-headers.html | 0001014473-26-000038 |
| Document: 0001014473-26-000038-index.html | 0001014473-26-000038 |
| Document: 0001014473-26-000038.txt | 0001014473-26-000038 |
| 8-K Data (Synthetic) | 0001014473-26-000038 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $308.78 | awaiting T+20 | — | $304.04 (−1.54%) |
Oct 22, 2026 5d ago | 8-K | $300.32 | awaiting T+20 | — | $304.04 (+1.24%) |
Oct 8, 2026 19d ago | 144 | $303.74 | awaiting T+20 | — | $304.04 (+0.10%) |
Oct 2, 2026 24d ago | Insider Cluster | $292.26 | awaiting T+20 | — | $304.04 (+4.03%) |
Sep 16, 2026 5w ago | Insider Cluster | $302.05 $304.09 | ▲ +0.68% | ▼ −0.53% | $304.04 (+0.66%) |
Sep 9, 2026 6w ago | Insider Cluster | $288.85 $297.79 | ▲ +3.10% | ▲ +0.97% | $304.04 (+5.26%) |
Sep 2, 2026 7w ago | Insider Cluster | $293.35 $288.32 | ▼ −1.71% | ▼ −0.53% | $304.04 (+3.64%) |
Aug 31, 2026 8w ago | Insider Cluster | $288.37 $282.01 | ▼ −2.21% | ▼ −2.32% | $304.04 (+5.43%) |
Aug 13, 2026 10w ago | Insider Cluster | $284.24 $298.60 | ▲ +5.05% | ▲ +7.04% | $304.04 (+6.97%) |
Aug 13, 2026 10w ago | Insider Cluster | $284.24 $298.60 | ▲ +5.05% | ▲ +7.04% | $304.04 (+6.97%) |
US Market Status
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