VeriSign Reports Q3 2026 Financial Results with Revenue up 5.7% and Declares Quarterly Dividend

VeriSign, Inc. (VRSN) Form 8-K Analysis: Q3 2026 Earnings Report

On October 22, 2026, VeriSign, Inc. filed a Current Report on Form 8-K under Item 2.02 (Results of Operations and Financial Condition) furnishing its earnings release for the third quarter ended September 30, 2026.

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Key Financial Metrics

• Revenue: $443.0 million, representing a 5.7% increase year-over-year compared to $419.1 million in Q3 2025.
• Operating Income: $296 million, up from $284 million in Q3 2025.
• Net Income & Diluted EPS: Net income was $213 million, with diluted EPS of $2.35 (compared to $213 million and $2.27 in Q3 2025). The quarter included a pre-tax operating loss of $7.5 million on assets held for sale, reducing EPS by $0.06.
• Operating Cash Flow: $268 million, compared to $308 million for the same quarter in 2025.
• Cash & Liquidity: Cash, cash equivalents, and marketable securities stood at $476 million as of September 30, 2026.
• Deferred Revenue: Totaled $1.46 billion (with $1.09 billion current and $368.9 million long-term), reflecting a $79 million increase from year-end 2025.

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Operational & Business Performance

• Domain Base Growth: Total .com and .net registrations reached 182.5 million, up 6.1% year-over-year, representing net additions of 3.36 million domains during Q3 2026.
• New Registrations: Processed 13.1 million new .com and .net domain registrations compared to 10.6 million in Q3 2025.
• Renewal Rate: Final renewal rate for Q2 2026 came in at 75.2%, versus 75.5% in Q2 2025.
• Product Milestones: Progressed the rollout of the .web top-level domain and entered the limited beta phase for Verisign Informed™, a high-assurance validation service.

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Capital Return Program

• Share Repurchases: Repurchased approximately 0.7 million common shares for $189 million during Q3 2026. Verisign maintains $1.36 billion remaining in its open-ended share repurchase authorization.
• Dividend Declaration: The Board of Directors declared a quarterly cash dividend of $0.81 per share, payable on November 24, 2026, to stockholders of record as of November 17, 2026.