VRSN

This article first appeared on GuruFocus. Revenue: $429 million, up 6.6% year-over-year. EPS (Earnings Per Share): $2.34, increased 11.4% year-over-year. Net Income: $215 million, compared to $199 million a year ago. Operating Income: $294 million, up 8.3% from the previous year. Operating Expenses: $135 million, compared to $131 million a year ago. Operating Cash Flow: $272 million, compared to $291 million a year ago. Free Cash Flow: $265 million, compared to $286 million a year ago. Cash and Equivalents: $556 million at the end of the quarter. Domain Name Base: 176.1 million names, with 11.5 million new registrations in Q1 2026. Renewal Rate: 76.3% for the first quarter of 2026. Share Repurchase Program: $863 million remaining available. Cash Dividend: $0.81 per share, payable on May 27, 2026. Price Increase for .com Domains: $0.71 increase to $10.97 effective November 1, 2026. Warning! GuruFocus has detected 3 Warning Signs with VRSN. Is VRSN fairly valued? Test your thesis with our free DCF calculator. Release Date: April 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. VeriSign Inc (NASDAQ:VRSN) reported a strong financial performance with a 6.6% year-over-year increase in revenue and an 11.4% increase in EPS. The combined .com and .net domain name base reached a record 176.1 million names, with new registrations at their highest since the first half of 2021. The company returned over 100% of its free cash flow to investors through share repurchases and dividends, totaling $1.13 billion in the last 12 months. VeriSign Inc (NASDAQ:VRSN) maintained a stable financial position with $556 million in cash, cash equivalents, and marketable securities at the end of the quarter. The company announced a cash dividend of $0.81 per share and intends to continue paying quarterly dividends, subject to market conditions and board approval. Operating expenses increased to $135 million in Q1 2026, compared to $131 million in the same quarter a year ago. Free cash flow decreased to $265 million from $286 million in the year-ago quarter. The upcoming .com price increase may impact renewal trends, depending on how retail registrars adjust their pricing. The company faces challenges with a higher proportion of first-time renewing names in the second half of 2026, which could affect renewal rates. VeriSign Inc (NA...

VeriSign (VRSN) came out with quarterly earnings of $2.34 per share, beating the Zacks Consensus Estimate of $2.2 per share. This compares to earnings of $2.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.36%. A quarter ago, it was expected that this internet infrastructure services provider would post earnings of $2.29 per share when it actually produced earnings of $2.23, delivering a surprise of -2.62%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. VeriSign, which belongs to the Zacks Internet - Software and Services industry, posted revenues of $428.9 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.68%. This compares to year-ago revenues of $402.3 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. VeriSign shares have added about 11.1% since the beginning of the year versus the S&P 500's gain of 4.3%. While VeriSign has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for VeriSign was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zac...

The combined .com and .net domain name base reached a record 176.1 million names, supported by the highest new registration volume since the first half of 2021. Management attributes growth to a 'collision' of internal marketing programs and external AI tailwinds, which have simplified the process of finding domains and building websites. Performance was geographically broad-based, with primary strength originating from the U.S. and EMEA regions. The company is pivoting toward a 'high assurance' infrastructure narrative, emphasizing its 29-year record of 100% availability and the ability to process 600 billion daily transactions with cryptographic protection. Marketing strategy has shifted from a 'one size fits all' approach to programs tailored to a diversifying registrar channel that includes website builders and various business models. Management highlighted that the vast majority of its workforce are highly skilled technical specialists focused on the maintenance and protection of critical infrastructure. The domain name base growth guidance for 2026 was increased and narrowed to 3.1% to 4.3% based on strong Q1 trends and expectations for the remainder of the year. A price increase of $0.71 for .com wholesale registrations will take effect November 1, 2026, marking the first allowable increase since the notice of a price increase provided in February 2024. Management expects a 'challenge' in the second half of 2026 regarding renewal rates due to a higher proportion of first-time renewing names from the strong registration cohorts of late 2025. The company plans to introduce enhanced security components and services in the coming months, leveraging its high assurance infrastructure to address vulnerabilities revealed by AI. VeriSign is evaluating participation in the 2026 ICANN new gTLD application round, with a submission window closing August 12, though any resulting launches are not expected until 2028. The company returned over 100% of its free cash flow to shareholders through $1.13 billion in share repurchases and dividends over the last 12 months. A quarterly cash dividend of $0.81 per share was approved, with management intending to maintain quarterly payments subject to board approval. Infrastructure capacity is maintained at multiple orders of magnitude in excess of average daily transactions to ensure resiliency against traffic spikes and scra...

VeriSign's combined .com and .net domain base hit a record 176.1 million names in Q1 with 11.5 million new registrations and a Q1 renewal rate of 76.3%, and the company raised its 2026 domain-base growth guidance to 3.1%–4.3%, citing registrar engagement and AI-related tailwinds. Q1 revenue was $429 million (up 6.6%) and diluted EPS was $2.34 (up 11.4%), and VeriSign updated full-year 2026 guidance to revenue of $1.73B–$1.745B and operating income of $1.17B–$1.185B. Management announced a .com wholesale price increase to $10.97 effective Nov. 1, 2026, and continued heavy capital returns—returning over 100% of free cash flow (~$1.13B) last 12 months, declaring a $0.81 quarterly dividend and retaining $863M remaining buyback authorization. Interested in VeriSign, Inc.? Here are five stocks we like better. Buffett Trims Apple, Bets Big on Alphabet Ahead of Retirement VeriSign (NASDAQ:VRSN) reported what it called a strong start to 2026, citing record levels in its combined .com and .net domain name base and higher year-over-year revenue and earnings. Executives also announced a forthcoming .com wholesale price increase effective Nov. 1, 2026 and raised the company’s outlook for 2026 domain base growth. Executive Chairman, President and CEO Jim Bidzos said the combined .com and .net domain name base reached a record 176.1 million names in the first quarter, with growth of 2.54 million names from year-end 2025. Bidzos highlighted “the largest” level of new registrations since the first half of 2021, alongside “very strong renewal rates.” → Credo Stock Flashes Strong Bullish Signal—Upswing Just Starting Why These 3 Market-Beaters Are Backing Up Their Buyback Trucks New registrations totaled 11.5 million in Q1, compared with 10.7 million in the prior quarter and 10.1 million in the year-ago quarter, Bidzos said. The Q1 renewal rate is expected to be 76.3%, up from 75.5% a year earlier, according to management. Bidzos said the company saw growth across its three main regions, with “most of the strength coming from the U.S. and EMEA.” He added that registrars remained focused on customer acquisition and engagement with VeriSign’s marketing programs, and he also pointed to “a positive impact from AI tools, which make content and website creation faster and easier.” → Allbirds Exits Shoes, Pivots to AI With NewBird Rebrand 3 American Outperformers Are Lifting and Initi...

(Bloomberg) -- Intel Corp. has been one of the hottest stocks in the market over the past 12 months, soaring 230% to the highest price since the dot-com bubble. But the rally is facing a potential roadblock in the company’s first-quarter earnings report due after the close Thursday. Most Read from Bloomberg Anthropic’s Mythos Model Is Being Accessed by Unauthorized Users Inside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the Exit Meta Tells Staff It Will Cut 10% of Jobs in Push for Efficiency Microsoft Offers Buyouts to About 7% of US Workers Trump Encourages Companies Not to Seek Tariff Refunds The shares have been on a roll since last year, spurred by the US government’s $8.9 billion investment in return for a stake in the once-struggling chipmaker. Since then, it has also paid $14 billion to buy back half of a plant in Ireland that it had previously sold to Apollo Global Management, joined Elon Musk’s semiconductor manufacturing project Terafab and received a commitment from Alphabet Inc.’s Google to use its processors. These developments have offered investors encouraging signs about Intel’s turnaround under Chief Executive Officer Lip-Bu Tan. As a result, the stock is among the 20 best performers in the S&P 500 Index in the last year, soaring 63% since March 30 alone. Last week, it closed at $68.50, its highest level since September 2000. With the rally continuing Thursday, sending the stock up as much as 4.6%, the company’s market capitalization stands at around $340 billion — a year ago it was just $90 billion. But the first-quarter earnings report could halt that momentum. Wall Street analysts expect Intel to post adjusted earnings per share of 1 cent, a 92% drop from a year ago, and a slight decline in revenue to $12.4 billion. Gross margins are projected to fall to less than 35% from 39% in the first quarter of 2025. “I think financial strength may still take time,” said Hendi Susanto, a portfolio manager at Gabelli Funds, which holds Intel stock. “I still expect some volatility, including some potential pullback” in the shares. One challenge for the investors seeking more gains from here is the rally has made Intel the most expensive chip stock in the market. It’s trading at about 94 times earnings expected over the next 12 months, the highest multiple in the Philadelphia semiconductor index. The next closest is Arm Holdings P...

RESTON, Va., April 23, 2026--(BUSINESS WIRE)--VeriSign, Inc. (NASDAQ: VRSN), a global provider of critical internet infrastructure and domain name registry services, today announced that, according to the latest Domain Name Industry Brief Quarterly Report from DNIB.com, the first quarter of 2026 closed with 392.5 million domain name registrations across all top-level domains (TLDs), an increase of 5.6 million domain name registrations, or 1.4% compared to the fourth quarter of 2025. Domain name registrations also increased by 24.1 million, or 6.5%, year over year. The .com and .net TLDs had a combined total of 176.1 million domain name registrations in the domain name base at the end of first quarter of 2026, an increase of 2.5 million domain name registrations, or 1.5% compared to the fourth quarter of 2025. The .com and .net TLDs had a combined increase of 6.2 million domain name registrations, or 3.7%, year over year. As of March 31, 2026, the .com domain name base totaled 163.6 million domain name registrations and the .net domain name base totaled 12.4 million domain name registrations. New .com and .net domain name registrations totaled 11.5 million at the end of the first quarter of 2026, compared to 10.1 million domain name registrations at the end of the first quarter of 2025. Total country-code TLD (ccTLD) domain name registrations were 146.3 million at the end of the first quarter of 2026, an increase of 0.7 million domain name registrations, or 0.5% compared to the fourth quarter of 2025. ccTLDs increased by 3.4 million domain name registrations, or 2.4%, year over year. The top 10 ccTLDs, as of March 31, 2026, were .cn, .de, .uk, .ru, .nl, .br, .fr, .au, .in and .eu. Information about the statistical methodology used in creating the Domain Name Industry Brief Quarterly Report and DNIB.com’s dashboards is available here. About DNIB.com DNIB.com, sponsored by Verisign, provides global statistical and analytical research and data on the domain name industry, plus analyses of key policy, security, and technology trends. The latest Domain Name Industry Brief Quarterly Report, previous reports, and interactive dashboards with expanded domain name industry data are all available at DNIB.com. About Verisign Verisign (NASDAQ: VRSN), a global provider of critical internet infrastructure and domain name registry services, enables internet navigation for ma...

VeriSign (VRSN) reported Q1 earnings late Thursday of $2.34 per diluted share, up from $2.10 a year

VeriSign (VRSN) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 23. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This internet infrastructure services provider is expected to post quarterly earnings of $2.20 per share in its upcoming report, which represents a year-over-year change of +4.8%. Revenues are expected to be $421.81 million, up 4.9% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 8.13% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predicti...

VeriSign, the registry operator for .com and .net domains, recently drew attention as analysts reiterated positive views ahead of its first-quarter 2026 earnings call held in the past. Analysts' expectations for a double-digit profit increase and continued confidence in VeriSign’s core infrastructure role have become a key focus for investors assessing the company. We’ll now examine how this renewed analyst optimism around upcoming earnings interacts with VeriSign’s existing investment narrative and assumptions. Uncover the next big thing with 31 elite penny stocks that balance risk and reward. To own VeriSign, you need to believe its role running .com and .net remains central to how the internet works, and that regulated pricing plus a stable domain base can support steady earnings. The recent analyst optimism, including price targets that sit modestly above the current share price, mainly sharpens attention on the upcoming Q1 2026 earnings call as the near term catalyst. It does not materially change the key risk around concentration in a few core registries. The most relevant recent announcement is VeriSign’s scheduled Q1 2026 earnings teleconference on April 23. With analysts expecting roughly a low double digit profit increase, this call is where the current “Outperform” consensus and Citi’s higher US$295 target will be tested against actual results and any commentary on domain trends, pricing under existing contracts, and how management is thinking about capital returns like dividends and buybacks. Yet behind the optimism, investors should be aware that VeriSign’s heavy reliance on .com and .net means that any future regulatory or competitive shock to those core contracts could... Read the full narrative on VeriSign (it's free!) VeriSign's narrative projects $1.9 billion revenue and $1.0 billion earnings by 2028. This requires 6.4% yearly revenue growth and an earnings increase of about $200 million from $799.5 million today. Uncover how VeriSign's forecasts yield a $276.50 fair value, a 6% upside to its current price. While recent “Outperform” ratings highlight upside, the most pessimistic analysts were assuming about US$1.9 billion in revenue and US$1.0 billion in earnings by 2028, reminding you that views on long term demand for .com and .net can differ sharply and that this new analyst enthusiasm may eventually reshape both bullish and bearish narr...

RESTON, Va., April 01, 2026--(BUSINESS WIRE)--VeriSign, Inc. (NASDAQ: VRSN), a global provider of critical internet infrastructure and domain name registry services, today announced that its live earnings teleconference for the first quarter 2026 will take place on Thursday, April 23, 2026, at 4:30 p.m. (EDT). The earnings news release will be distributed to the wire services at approximately 4:05 p.m. (EDT) that day and will also be available directly from the company’s website at https://investor.verisign.com. The teleconference will be accessible by direct dial at (888) 676-VRSN (U.S.) or (646) 769-9200 (international), conference ID: Verisign. A listen-only live webcast of the earnings conference call will also be available at https://investor.verisign.com. An audio archive of the call will be available at https://investor.verisign.com/events.cfm. About Verisign Verisign (NASDAQ: VRSN), a global provider of critical internet infrastructure and domain name registry services, enables internet navigation for many of the world’s most recognized domain names. Verisign helps enable the security, stability, and resiliency of the Domain Name System and the internet by providing root zone maintainer services, operating two of the 13 global internet root servers, and providing registration services and authoritative resolution for the .com and .net top-level domains, which support the majority of global e-commerce. To learn more please visit verisign.com. ©2026 VeriSign, Inc. All rights reserved. VERISIGN, the VERISIGN logo, and other trademarks, service marks, and designs are registered or unregistered trademarks of VeriSign, Inc. and its subsidiaries in the United States and in foreign countries. All other trademarks are property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260401258325/en/ Contacts Investor Relations: David Atchley, [email protected], 703-948-3447 Media Relations: David McGuire, [email protected], 703-948-3800

A month has gone by since the last earnings report for Sabre (SABR). Shares have added about 31.3% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Sabre due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Sabre Corporation before we dive into how investors and analysts have reacted as of late. Sabre reported better-than-expected results for the fourth quarter of 2025. SABR reported an adjusted loss of 1 cent per share for the fourth quarter, which was way narrower than the year-ago quarter’s loss of 8 cents as well as the Zacks Consensus Estimate of a loss of 7 cents. Sabre reported revenues of $667 million for the quarter ended Dec. 31, 2025, which beat the Zacks Consensus Estimate of $653.4 million. The figure rose 3% year over year on higher air bookings and increased rates. Distribution revenues rose 5% to $527 million, primarily driven by an increase in air distribution bookings, a favorable travel supplier mix and rate impacts. Our model estimate for Distribution’s revenues was pegged at $513.3 million, indicating 2.7% year-over-year growth. IT Solutions’ revenues were $140 million, down 4% from the year-ago quarter. Our model estimate for IT Solutions’ revenues was pegged at $141.8 million. Sabre reported normalized adjusted EBITDA of $119 million, which improved from the year-ago quarter’s $108 million. It also surpassed management’s previous guidance of $110 million. The normalized adjusted EBITDA margin improved 110 basis points year over year to 17.8% in the fourth quarter of 2025. Sabre exited the December-end quarter with cash, cash equivalents and restricted cash of $910 million compared with the previous quarter’s $447 million. During the fourth quarter, the company generated operating cash flow and free cash flow of $139 million and $116 million, respectively. During full-year 2025, cash used in operating activities amounted to $109 million, and negative free cash flow was $192 million. Sabre initiated guidance for the first quarter and full-year 2026. SABR anticipates pro-forma (which excludes the last year’s divested Hospitality Solutions business) revenue growth in the mid-single-digit percentage range. It expects pro-forma adjusted EBITDA to be around $130 million...