VRSN VeriSign (VRSN) Q2 FY26 earnings call
VeriSign delivered strong operational and financial results in Q2 FY26, driven by record new domain name registrations and effective marketing programs, further boosted by AI tailwinds. The company successfully delegated .web into the root zone, opening a new avenue for growth with greater pricing and marketing flexibility. Management is focused on leveraging its high-assurance infrastructure for both existing and new security-focused products, while maintaining a strong capital return program.
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VRSN operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Domain name base .com and .net | 176.1MThe combined.com and .net domain name base is now at a record 176.1 million names.Source: earnings call transcript | 179.1MThe combined .com and .net domain name base is now at 179.1 million names, driven by a record 12.7 million new registrations during the second quarter, with continued solid renewal rates.Source: earnings call transcript | 182.5MThe combined .com and .net domain name base now totals 182.5 million names up 6.1% year-over-year, with a record 13.1 million new registrations processed during the third quarter.Source: earnings call transcript | +1.9% |
| New registrations | — | 12.7MThe combined .com and .net domain name base is now at 179.1 million names, driven by a record 12.7 million new registrations during the second quarter, with continued solid renewal rates.Source: earnings call transcript | 13.1MThe combined .com and .net domain name base now totals 182.5 million names up 6.1% year-over-year, with a record 13.1 million new registrations processed during the third quarter.Source: earnings call transcript | +3.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.