$VRSN · VERISIGN INC/CA
Verisign reported Q3 2026 results with revenue of $443M (+5.7% YoY), operating income of $296M, and diluted EPS of $2.35 (vs $2.27 in Q3 2025). Net income was flat at $213M. The quarter included a $7.5M pre-tax loss on assets held for sale that reduced EPS by $0.06. The .com/.net domain base reached 182.5M registrations, up 6.1% YoY.
- Revenue of $443M, up 5.7% YoY from $419.1M in Q3 2025.
- Diluted EPS of $2.35 vs $2.27 YoY; included $0.06 hit from $7.5M pre-tax loss on assets held for sale.
- Domain name base grew 6.1% YoY to 182.5M .com/.net registrations; 13.1M new registrations vs 10.6M YoY.
- Cash and equivalents fell $104M from year-end 2025 to $476M; operating cash flow declined to $268M from $308M YoY.
- Repurchased 0.7M shares for $189M; $1.36B remaining on buyback; declared $0.81/share dividend.
Extended-hours trading shows VRSN down 3.32% to $294.48 vs the $304.59 regular close, suggesting the market is reacting negatively despite in-line results — possibly on the operating cash flow decline or the $7.5M asset impairment.
Verisign's 6.1% domain base growth and .web TLD rollout signal durable expansion, but declining operating cash flow and a $7.5M asset impairment warrant scrutiny.
Verisign's 6.1% domain base growth outpaces broader internet infrastructure peers, and the .web TLD rollout plus Verisign Informed™ beta launch signal product expansion beyond core .com/.net registry services.
The $7.5M pre-tax loss on assets held for sale and the $40M decline in quarterly operating cash flow ($268M vs $308M YoY) signal potential operational headwinds. Forward-looking risks include challenges to .com pricing provisions and ICANN policy changes.
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