AI-extracted from the 10-Q filed 2026-10-22 — Q3 2026 (three months ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
VeriSign Q3 2026 revenue rose 6% to $443.0M, driven by 6.1% growth in .com/.net domain base to 182.5M registrations and price increases, with operating income up 4% to $296.5M.
Biggest Revenue Drivers
U.S. revenues$295.1M+7% YoY
Growth driven by increase in domain name base and .com price increases
EMEA revenues$78.0M+10% YoY
Expansion in Europe, Middle East and Africa region
Biggest Revenue Drivers
Total revenue: $443.0M+6% YoY
U.S. revenues$295.1M+7% YoY
Growth driven by increase in domain name base and .com price increases
EMEA revenues$78.0M+10% YoY
Expansion in Europe, Middle East and Africa region
APAC revenues$46.8Mflat YoY
Asia Pacific region maintained prior year levels
Other revenues$23.1M-8% YoY
Other geographic regions including Canada and Latin America
Largest Expense Items
Selling, general and administrative$70.2M+16% YoY
$7.5M loss on assets held for sale; higher stock-based compensation and equipment/software expenses
Cost of revenues$49.8M+2% YoY
Slight increase from combination of individually insignificant factors
Research and development$26.5M+4% YoY
Combination of individually insignificant factors
Margins: Operating margin declined slightly to 66.9% from 67.8% YoY, primarily due to higher selling, general and administrative expenses including a $7.5M loss on assets held for sale and increased stock-based compensation. Gross margin improved modestly despite cost inflation.
Watch Items from the Filing
Putative class action lawsuit filed September 4, 2026 in Central District of California alleging antitrust violations related to .com Registry Agreement and pricing; company unable to estimate range of possible losses.
.com and .net domain registrations represent substantially all revenues; renewal rate for Q2 2026 was 75.2% vs 75.5% prior year, showing slight softening despite overall 6% base growth.
Effective November 1, 2026, .com wholesale fee increased 6.9% from $10.26 to $10.97; effective March 1, 2027, .net fee increased 10% from $10.91 to $12.00, subject to demand elasticity risks.
China domain demand adversely impacted by regulatory mandates; company absorbing additional compliance costs and operational risks from OECD Pillar 2 minimum tax adopted by Switzerland.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Desch Matthew JDirectorGrant or award · Jul 20, 2026
Gorelick Jamie SDirectorGrant or award · Jul 20, 2026
Cote Kathleen ADirectorGrant or award · Jul 20, 2026
Buchalter Yehuda AriDirectorGrant or award · Jul 20, 2026
Congress trading in VRSN
9 transactions in VRSN reported by 4 members of Congress under the STOCK Act, most recent trade Mar 13, 2026. Reported transactions, not recommendations.
About VERISIGN INC/CA (VRSN): stock profile, AI score and financials
VERISIGN INC/CA (VRSN) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores VRSN at 70.2/100 on a composite quality score built from its SEC filings, placing it at rank #217 of 2,925 stocks — the top 10% of the AI-ranked universe. VRSN scores in the top quartile across balance sheet strength (99.6), profitability (97.3), free cash flow (96.8). Shareholder dilution risk is elevated at 26.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), VERISIGN INC/CA reports quarterly revenue of $443.0M, net income of $212.6M, an operating margin of 66.9%. Top institutional holders of VRSN by reported 13-F value include BERKSHIRE HATHAWAY, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. VRSN trades on the Nasdaq exchange and files with the SEC under CIK 1014473. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VRSN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VERISIGN INC/CA directly from SEC EDGAR.