Sep 2026 (Q3 FY26) — Oct 22, 2026
VeriSign, Inc. Q3 FY26 — Record New Registrations and Strong Domain Base Growth
Read the full callVeriSign earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 443 | +5.7% YoY | Quarterly, as filed | Quarter to Sep 2026 | Revenue from operations as filed. |
| Operating margin | 66.9 | −0.9 pts YoY | Operating profit / revenue | Quarter to Sep 2026 | For the quarter; a change is in percentage points. |
| Net profit | 213 | −0.1% YoY | Quarterly, as filed | Quarter to Sep 2026 | Profit after tax as filed. |
Guidance
8 of 8 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year domain name base (DNB) growth guidance | 1.5% to 3.5% | Dec 2025 | we're increasing and narrowing our guidance for domain name base growth to be between 5.2% and 6% for 2026 | Revised Up |
| Full-year capital expenditures guidance | $55 million to $65 million | Dec 2025 | Capital expenditures are still expected to be between $55 million and $65 million. | On Track |
13 of VERISIGN INC/CA's 21 targets are still open. See which are on track and which have gone quiet. The 2 above are the free sample; 19 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $251.94 on 22 Oct 2025 → $300.32. High $310 (22 May 2026), low $211.49 (23 Feb 2026).
Overview
Guidance
8 of 8 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year domain name base (DNB) growth guidance | 1.5% to 3.5% | Dec 2025 | we're increasing and narrowing our guidance for domain name base growth to be between 5.2% and 6% for 2026 | Revised Up |
| Full-year capital expenditures guidance | $55 million to $65 million | Dec 2025 | Capital expenditures are still expected to be between $55 million and $65 million. | On Track |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 21 tracked commitments, with each call’s wording and source.
Call summaries
VeriSign, Inc. Q3 FY26 — Record New Registrations and Strong Domain Base Growth
Read the full callVeriSign Q2 FY26 — Record New Registrations and .web Delegation
Read the full callVeriSign Q1 FY26 — Strong Domain Name Growth and Increased Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: 0% (quarter to sep 2026 against sep 2025).
| Line item | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 395 | 402 | 410 | 419 | 425 | 429 | 435 | 443 |
| Expenses | 132 | 131 | 129 | 135 | 141 | 135 | 138 | 147 |
| Operating profit | 264 | 271 | 281 | 284 | 285 | 294 | 296 | 297 |
| Operating margin | 66.7% | 67.4% | 68.5% | 67.8% | 67.0% | 68.5% | 68.2% | 66.9% |
| Other income | — | — | — | 6 | 5 | — | — | — |
| Interest | 19 | 20 | 19 | 19 | 19 | 19 | 19 | 21 |
| Profit before tax | 248 | 258 | 267 | 272 | 271 | 279 | 282 | 280 |
| Tax rate | 22.8% | 22.9% | 22.4% | 21.7% | 23.9% | 23.2% | 23.1% | 24.0% |
| Net profit | — | 199 | 207 | 213 | — | 215 | 217 | 213 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 14,990 | 14,275 | 13,620 | 12,645 | 11,808 | 10,645 | 9,624 |
| Reserves | -17,090 | -16,477 | -15,663 | -14,878 | -14,204 | -13,386 | -12,601 | -11,775 |
| Total liabilities | 3,300 | 3,344 | 3,157 | 3,244 | 3,296 | 3,330 | 3,364 | 3,480 |
| Fixed assets | 254 | 250 | 246 | 251 | 232 | 233 | 225 | 214 |
| Investments | 912 | 710 | 766 | 982 | 607 | 686 | 393 | 273 |
| Total assets | 1,915 | 1,854 | 1,767 | 1,984 | 1,733 | 1,749 | 1,407 | 1,326 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 698 | 754 | 730 | 807 | 831 | 854 | 903 | 1,091 |
| Cash from investing | 1,070 | 167 | -72 | -269 | 356 | -97 | 286 | 109 |
| Cash from financing | -1,875 | -770 | -765 | -719 | -1,036 | -890 | -1,221 | -1,103 |
| Net cash flow | -108 | 151 | -107 | -182 | 150 | -133 | -33 | 97 |
| Capital expenditure | -37 | -40 | -43 | -53 | -27 | -46 | -28 | -23 |
| Free cash flow | 661 | 714 | 687 | 754 | 804 | 808 | 875 | 1,068 |
| KPI | Mar 2026 Q1 FY26 | 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.
277 filings between Oct 31, 2025 and Oct 20, 2026.
Purchases
$19.5K
7 purchases by 1 insider
Sales
$36.02M
196 sales by 4 insiders
98% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BIDZOS D JAMES | — | $30.76M | Oct 20, 2026 |
| Indelicarto Thomas C | — | $2.93M | Oct 8, 2026 |
| McPherson Danny R | — | $1.95M | Apr 28, 2026 |
| CALYS JOHN | — | $383.7K | Jul 28, 2026 |
| Armstrong Courtney D | $19.5K | — | Aug 27, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 20, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 2,300 | $705.0K |
| Oct 20, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 400 | $123.0K |
| Oct 20, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 200 | $61.0K |
| Oct 20, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 400 | $121.7K |
| Oct 13, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 500 | $152.7K |
| Oct 13, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 500 | $151.0K |
| Oct 13, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 100 | $30.7K |
| Oct 13, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 700 | $210.4K |
| Oct 13, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,500 | $454.6K |
| Oct 8, 2026 | Indelicarto Thomas C EVP, Gen Counsel & Secretary | Sale 10b5-1 plan | 500 | $146.6K |
| Oct 6, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 400 | $117.6K |
| Oct 6, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,100 | $322.1K |
| Oct 6, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,800 | $524.9K |
| Oct 1, 2026 | Indelicarto Thomas C EVP, Gen Counsel & Secretary | Sale 10b5-1 plan | 500 | $142.2K |
| Sep 29, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 200 | $56.0K |
| Sep 29, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 800 | $222.4K |
| Sep 29, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 300 | $83.0K |
| Sep 29, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 2,000 | $558.6K |
| Sep 22, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 200 | $61.3K |
| Sep 22, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 397 | $120.7K |
| Sep 22, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 601 | $183.4K |
| Sep 22, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,100 | $339.8K |
| Sep 22, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 802 | $240.0K |
| Sep 22, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 200 | $60.5K |
| Sep 15, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 399 | $118.2K |
| Sep 15, 2026 | McPherson Danny R EVP - Technology & CSO | Tax withheld | 21 | $6.1K |
| Sep 15, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 901 | $267.9K |
| Sep 15, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 600 | $179.2K |
| Sep 15, 2026 | CALYS JOHN EVP, Chief Financial Officer | Tax withheld | 72 | $21.5K |
| Sep 15, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,400 | $413.4K |
| Sep 8, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 300 | $85.7K |
| Sep 8, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 100 | $28.7K |
| Sep 8, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,000 | $289.2K |
| Sep 8, 2026 | Indelicarto Thomas C EVP, Gen Counsel & Secretary | Sale 10b5-1 plan | 500 | $144.6K |
| Sep 8, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 400 | $112.3K |
| Sep 8, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 900 | $253.8K |
| Sep 8, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 300 | $83.9K |
| Sep 8, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 300 | $84.9K |
| Sep 1, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,900 | $552.7K |
| Sep 1, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 300 | $87.5K |
| Sep 1, 2026 | Indelicarto Thomas C EVP, Gen Counsel & Secretary | Sale 10b5-1 plan | 500 | $145.4K |
| Sep 1, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 400 | $117.4K |
| Sep 1, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 400 | $115.8K |
| Sep 1, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 200 | $57.7K |
| Sep 1, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 100 | $29.6K |
| Aug 27, 2026 | Armstrong Courtney D Director | Purchase | 14 | $4.2K |
| Aug 27, 2026 | Armstrong Courtney D Director | Purchase | 5 | $1.4K |
| Aug 25, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,000 | $293.5K |
| Aug 25, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 500 | $146.1K |
| Aug 25, 2026 | BIDZOS D JAMES Exec. Chairman, Pres, & CEO | Sale 10b5-1 plan | 1,700 | $491.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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