VeriSign, Inc. · VRSN · Next earnings

VeriSign, Inc. reports Thursday, Feb 4, 2027

VRSN reports after market close with consensus EPS at $2.51 and revenue at $452.7M. Last quarter: VeriSign reports record registrations as renewal mix becomes a key watchpoint

Reports After market close91 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.51 Calendar consensus
Consensus revenue $452.7M Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session After market close 91 days away

Where VRSN left off: FY2026 Q3

Full report

VeriSign reports record registrations as renewal mix becomes a key watchpoint

EPS surprise -2.0% Reported $2.41 vs $2.46
Revenue surprise +0.5% Reported $443.0M vs $440.6M
Stock move -0.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained guidance while narrowing 2026 domain-base growth to 6.5%-7%, versus 5.2%-6% previously.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Renewal rate pressure from a higher share of first-time registrations.
  • Potential elasticity if registrars pass the .com wholesale price increase to customers.
  • Competition from alternative generic top-level domains and DNS or security providers.
  • Uncertainty around .web and VeriSign Informed adoption.

Questions analysts left open

  • Whether record new registrations are sustainable as AI-driven demand evolves.
  • The effect of lower first-year renewals on future revenue mix.
  • Retail pricing response to the .com wholesale price increase.
  • Timing and market acceptance of .web and VeriSign Informed.

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Recent VRSN quarters

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.