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VerisignVRSN

Legal name
Verisign Inc.
Sector
Technology
Industry
Services-Computer Programming Services
Exchange
Nasdaq

Stock Price $VRSN

Latest filings

You are here#70 of 91 in Technology by market cap

Filing record · 2016–202610-K1110-Q338-K94

VRSN filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 94 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Oct ’16Oct ’16
  2. FY2018 annual report10-K · Feb ’19Feb ’19
  3. Leadership change8-K · Jun ’21Jun ’21
  4. Leadership change8-K · Nov ’25Nov ’25

01—Key figures

Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $1.66B
YoY changeLargest recent move+7.8%in FY16Latest +6.4%

6 older moves run past ±10% (largest −34.3%); point at, tap or drag across the bars to read one.

Latest bar from 10-KFY2025Click a bar to open its SEC filing

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All VRSN Financial Metrics62 metrics

Income Statement17

Balance Sheet26

Cash Flow14

Per Share5

02—Overview

Verisign Financial Overview 2021–2025

Updated Nov 4, 2026

Verisign turned $1,656.6 milliona of FY2025 revenue into $1,121.0 million of operating income, a 67.7% operating margin. Few businesses keep two-thirds of every sales dollar. The core thesis is that .com pricing, not volume, carried earnings through lean years, and FY2025 is the first year in this span where a growing domain base joined in.

Revenue climbed from $1,327.6 million in FY2021 to $1,656.6 millionb in FY2025, while diluted EPS rose from $7.00 to $8.81. The path was uneven. The .com and .net base shrank to 169.0 million registrations at the end of FY2024, then rebounded to 173.5 million by the end of FY2025, with 41.7 million new registrations versus 37.4 million. Operating cash flow jumped to $1,091.1 million from $902.6 million. Shareholders received $858.6 million in buybacks and $215.2 million in the first year of a new dividend.

The balance sheet is lean by design. Cash and marketable securities were $580.5 millionc against $1,788.2 million of senior notes, and the stockholders' deficit widened to $2,154.2 million. The largest customer supplied about 31% of FY2025 revenue. At the close of FY2025, the shares traded at $242.95, or 27.6x earnings, for a market cap of $22.3 billion.

Recent Developments (Q2 and Q3 2026)

Verisign's domain base kept expanding through Q3 2026. Registrations reached 182.5 million, up 6.1% year over year, with 13.1 million new registrations versus 10.6 million. Revenue rose 5.7% to $443.0 milliond in Q3 2026, up from $434.6 million in Q2 2026. Operating income was $296.5 million in Q3 2026, against $284.3 million a year earlier. Net income was flat at $213 million after a $7.5 million loss on assets held for sale. In Q2 2026, the company refinanced $550 million of 4.75% notes with 5.10% notes due 2031. It also took delegation of .web and faces a September 2026 antitrust class action over .com pricing, with no loss estimate. Buybacks authorization now totals $1.50 billion.

Bull case: volume growth and scheduled price increases, including .net to $12.00e in March 2027, support earnings. Bear case: at 34.6x earnings as of the Q3 2026 report date (October 21, 2026), the shares price in that growth, and the lawsuit threatens pricing power.

What to watch: antitrust class action developments; .web launch and the November 1, 2026 .com price increase

03—Filings

Recent SEC Filings

  1. 8-KVerisign 8-K Report, Financial Results (Oct 22, 2026)VeriSign, Inc. reported third quarter 2026 revenue of $443 million, up 5.7 percent from the same quarter of 2025. Operating income rose to $296 million from $284 million, but net income was flat at $213 million. Diluted EPS was $2.35, compared with $2.27 a year earlier. The filing notes a pre-tax operating loss of $7.5 million on certain assets held for sale, which reduced diluted EPS by $0.06 in the quarter. Operating metrics were mixed. The domain name base reached 182.5 million .com and .net registrations, a 6.1 percent increase year over year, with a net increase of 3.36 million domains in the quarter. New registrations rose to 13.1 million from 10.6 million. The final .com and .net renewal rate for the second quarter of 2026 was 75.2 percent, versus 75.5 percent a year earlier. Management said the rollout of the .web top-level domain is on track and that a limited beta of the Verisign Informed validation service has opened. Capital returns continued. Verisign repurchased 0.7 million shares for $189 million in the quarter and had $1.36 billion remaining under its repurchase program, which has no expiration. The Board approved a cash dividend of $0.81 per share, payable November 24, 2026 to holders of record on November 17, 2026. Cash, cash equivalents and marketable securities totaled $476 million, down $104 million from year-end 2025, while operating cash flow for the quarter was $268 million, compared with $308 million a year earlier. Stockholders' deficit stood at $(2,284.7) million at September 30, 2026.
  2. 8-KVerisign 8-K Report, Corporate Update (Aug 27, 2026)VeriSign, Inc. filed a Form 8-K dated August 27, 2026 under Item 8.01 (Other Events) to announce an increase in the registry-level wholesale price for new and renewal .net domain names. The price rises from $10.91 to $12.00, effective March 1, 2027. The increase is made under the company's agreement with the Internet Corporation for Assigned Names and Numbers (ICANN). For investors, the key point is the scheduled repricing of .net, the company's principal registry service, which takes effect in March 2027, several months after the announcement. The filing states only the old and new wholesale prices and the effective date, so it does not quantify the expected effect on revenue or earnings. The filing contains no financial results, guidance, or other operating disclosures. The filing is brief and does not describe the reasons for the change beyond the contractual arrangement with ICANN. Investors seeking the financial impact would need to look to the company's other public disclosures.
  3. 8-KVerisign 8-K Report, Financial Results (Jul 23, 2026)VeriSign, Inc. (NASDAQ: VRSN) reported second quarter 2026 results on July 23, 2026. Revenue was $435 million, up 6.0 percent from the second quarter of 2025. Operating income rose to $296 million from $281 million, and net income was $217 million, or diluted EPS of $2.38, compared with $207 million and $2.21 a year earlier. Management said the company returned more than 100% of free cash flow to investors through dividends and share repurchases. The company ended the quarter with 179.1 million .com and .net domain name registrations, a 5.1 percent increase year over year, and processed 12.7 million new registrations in the quarter versus 10.4 million a year earlier. Capital allocation was active during the period. The company issued $550 million of 5.10% Senior Notes due 2031 on June 26, 2026, and used the proceeds, with cash on hand, to redeem the $550 million 4.75% Senior Notes due 2027 on July 20, 2026. It repurchased 0.7 million shares for $197 million in the quarter. Effective July 23, 2026, the Board added approximately $884 million to the repurchase authorization, bringing total availability to $1.50 billion with no expiration date. The Board also approved a $0.81 per share cash dividend payable August 27, 2026, to holders of record as of August 19, 2026. The balance sheet shows cash, cash equivalents and marketable securities of $1.03 billion at June 30, 2026, up $454 million from year-end 2025. Total stockholders' deficit was $2.25 billion, and deferred revenues totaled $1.45 billion. The filing also notes that the .web top-level domain has been delegated into the DNS root zone, with Verisign as registry operator, and that the company expects to offer .web domains through its registrar channel later this year. The company raised its full-year 2026 guidance, according to the press release quoted in the filing.
  4. 8-KVerisign 8-K Report, Corporate Update (Jun 26, 2026)VeriSign, Inc. disclosed in this Form 8-K that on June 18, 2026 it entered into an underwriting agreement with J.P. Morgan Securities LLC, BofA Securities, Inc. and U.S. Bancorp Investments, Inc. for a registered offering of $550 million aggregate principal amount of its 5.100% Senior Notes due 2031. The offering was registered under a Form S-3 (Registration No. 333-285483) and was expected to close on June 26, 2026. The company expects net proceeds of approximately $545 million after underwriters' discounts and estimated offering expenses. VeriSign intends to use these proceeds, together with cash on hand, to redeem its $550 million aggregate principal amount of outstanding 4.750% Senior Notes due 2027. The transaction therefore appears to be a refinancing that replaces 2027 maturity debt with notes maturing in 2031, with the principal amount unchanged. The notes will be issued under a base indenture dated June 8, 2021 with U.S. Bank Trust Company, National Association, as trustee, supplemented by a Third Supplemental Indenture to be dated June 26, 2026. The filing includes the underwriting agreement, the form of supplemental indenture and global note, and a legal opinion from Gibson, Dunn & Crutcher LLP as exhibits.
  5. 8-KVerisign 8-K Report, Material Agreement (Jun 26, 2026)VeriSign, Inc. filed this Form 8-K to report the completion, on June 26, 2026, of a registered offering of $550 million aggregate principal amount of its 5.100% Senior Notes due 2031. The offering was made under a Form S-3 registration statement (Registration No. 333-285483) and a prospectus supplement dated June 18, 2026, filed under Rule 424(b) on June 23, 2026. The Notes were issued under a 2021 base indenture with U.S. Bank Trust Company, National Association as trustee, as supplemented by a Third Supplemental Indenture dated June 26, 2026. The Notes bear interest at 5.100% per year, payable semi-annually on January 15 and July 15 beginning January 15, 2027, and mature on July 15, 2031 unless redeemed earlier. They are senior unsecured obligations ranking equally with the company's other senior indebtedness. The Indenture contains covenants restricting liens, sale and leaseback transactions, and mergers or sales of all or substantially all assets, subject to stated qualifications and exceptions. Upon a change of control repurchase event, the company must offer to repurchase the Notes at 101% of principal plus accrued and unpaid interest. The company may redeem the Notes before June 15, 2031 at a make-whole premium described in the Indenture, and on or after June 15, 2031 at 100% of principal plus accrued and unpaid interest. The filing's principal exhibit is the Third Supplemental Indenture (Exhibit 4.1), with Exhibit 104 providing the Inline XBRL cover page.
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04—See also

Related Companies

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