VeriSign (VRSN) investor relations material

Executive summary

• Achieved 29 years of uninterrupted .com/.net DNS availability, processing over 675 billion authoritative name server transactions daily.

• Q2 2026 revenue reached $435 million, up 6% year-over-year, with record new domain registrations and robust renewal rates.

• Net income for Q2 2026 was $217 million, with diluted EPS of $2.38, both up from the prior year.

• Returned over $1.17 billion to shareholders in the past 12 months through share repurchases and dividends.

• .web domain delegated, with launch planned for late 2026 and no material revenue or expense expected this year.

Financial highlights

• Q2 2026 revenue was $435 million, up 6% year-over-year.

• Operating income reached $296 million, up 5.6% year-over-year.

• Net income for Q2 was $217 million; diluted EPS was $2.38, up from $2.21 in Q2 2025.

• Operating cash flow was $232 million and free cash flow $213 million, both up year-over-year.

• Cash, cash equivalents, and marketable securities totaled $1.03 billion at quarter end.

Outlook and guidance

• 2026 domain name base growth guidance raised to 5.2%-6%.

• Full-year 2026 revenue expected between $1.745 billion and $1.755 billion.

• Operating income forecasted at $1.185-$1.195 billion.

• Capital expenditures projected at $55-$65 million; GAAP effective tax rate at 22%-25%.

• Announced a .com price increase from $10.26 to $10.97 effective November 1, 2026.