VeriSign, Inc. · VRSN · Next earnings

VeriSign, Inc. reports Thursday, Oct 22, 2026

VRSN reports after market close with consensus EPS at $2.42 and revenue at $440.3M. Last quarter: VeriSign Q2 2026: Record Registrations, Raised Guidance, .web TLD Delegated

Reports After market close32 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.42 Calendar consensus
Consensus revenue $440.3M Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session After market close 32 days away

Where VRSN left off: FY2026 Q2

Full report

VeriSign Q2 2026: Record Registrations, Raised Guidance, .web TLD Delegated

EPS surprise -1.7% Reported $2.38 vs $2.42
Revenue surprise +0.3% Reported $434.6M vs $433.2M
Stock move +7.0% Event window
Subsequent drift +2.5% Up to 20 sessions

Domain base growth raised from 3.1–4.3% to 5.2–6% for full-year 2026. Revenue guidance raised from $1.73–$1.745B to $1.745–$1.755B. Guidance sentiment shifted from maintained (Q1) to raised (Q2). CapEx outlook remains stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential pull-forward effects and pricing pressure from the upcoming .com price increase
  • Exposure to elevated server and memory component costs affecting CapEx
  • Reliance on registrar channel performance and AI-driven demand fluctuations
  • Regulatory oversight by ICANN and compliance requirements
  • Uncertainty around timing and revenue contribution of .web

Questions analysts left open

  • Breakdown of AI versus marketing contributions to registration growth
  • .web go-to-market strategy, pricing and potential revenue impact
  • Renewal and churn expectations following the strong new registration wave
  • CapEx outlook amid component price inflation
  • Revenue flow-through timing of the November .com price increase

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Recent VRSN quarters

All VRSN earnings
+7.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.