01—Abstract
Summary
Summary of the 8-K filed October 22, 2026. Cited figures are marked; the original filing is the authoritative source.
VeriSign, Inc. reported third quarter 2026 revenue of $443 milliona, up 5.7 percent from the same quarter of 2025.
Operating income rose to $296 millionb 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 millionc 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 milliond, 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.
02—Key points
Key Highlights
- Revenue of $443 million for Q3 2026, up 5.7 percent from the same quarter of 2025.
- Operating income of $296 million versus $284 million; net income flat at $213 million.
- Diluted EPS of $2.35 versus $2.27, after a $7.5 million pre-tax operating loss on assets held for sale that reduced EPS by $0.06.
- Domain name base of 182.5 million .com and .net registrations, up 6.1 percent year over year; 13.1 million new registrations versus 10.6 million.
- Final .com and .net renewal rate of 75.2 percent for Q2 2026, compared with 75.5 percent a year earlier.
- Repurchased 0.7 million shares for $189 million in the quarter; $1.36 billion remains authorized, with no expiration date.
- Quarterly cash dividend of $0.81 per share approved, payable November 24, 2026; cash and marketable securities of $476 million, down $104 million from year-end 2025.
03—Questions
Frequently Asked Questions
How did VeriSign perform financially in the third quarter of 2026?
Revenue rose 5.7 percent to $443 million, operating income increased to $296 million from $284 million, and diluted EPS was $2.35 versus $2.27. Net income was essentially unchanged at $213 million, and the company recorded a $7.5 million pre-tax operating loss on certain assets held for sale that reduced diluted EPS by $0.06.
How is the domain name business trending?
The .com and .net domain name base reached 182.5 million registrations, a 6.1 percent increase from the end of the third quarter of 2025, with a net increase of 3.36 million during the quarter. New registrations totaled 13.1 million, up from 10.6 million. The final renewal rate for the second quarter of 2026 was 75.2 percent, compared with 75.5 percent a year earlier.
What capital return actions did VeriSign take?
During the quarter, VeriSign repurchased 0.7 million shares for $189 million, leaving $1.36 billion available under its share repurchase program, which has no expiration. The Board approved a quarterly cash dividend of $0.81 per share, with a record date of November 17, 2026 and a payment date of November 24, 2026.
How is the company's liquidity position?
Cash, cash equivalents and marketable securities were $476 million at September 30, 2026, down $104 million from year-end 2025. Operating cash flow for the quarter was $268 million, compared with $308 million in the same quarter of 2025. Deferred revenues totaled $1.46 billion, an increase of $79 million from year-end 2025.
What are the notable strategic developments?
Management stated that the rollout of the .web top-level domain is on track. The company also opened a limited beta phase of Verisign Informed, a high-assurance validation service designed to strengthen existing tools for authenticating data and users.
04—Continue