Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rob Oliver | Robert W. Baird | 20 questions · 0% challenging |
| Ygal Arounian | Wedbush Securities | 13 questions · 0% challenging |
| Alexei Gogolev | JPMorgan | 7 questions · 0% challenging |
| Jamesmichael Sherman-Lewis | Citigroup | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 20 questions · 0% challenging |
| Wedbush Securities | 1 analyst | 13 questions · 0% challenging |
| Citigroup | 1 analyst | 7 questions · 0% challenging |
| JPMorgan | 1 analyst | 7 questions · 0% challenging |
No 8-K events recorded for this window.
Reporting soon: earnings call Thursday, Oct 22
A pre-earnings brief is ready for VRSN: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
VeriSign grew Q1 revenue 6.6% to $429M with EPS of $2.34, up from $2.10, as the domain name base reached a record 176.1 million names with the strongest new registrations since early 2021 and a 76.3% renewal rate. FY2026 revenue guidance was raised to $1.730-$1.745B, and a .com price increase was announced. AI was driving DNS utilization growth, and new security services were teased for upcoming launch, continuing the trend of quarter-over-quarter guidance raises.
Demand | Competitive Dynamics | Regulation Policy | Subscriber Growth | Cloud & AI | Pricing | Revenue Growth | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 1 | ||||
| 2025Q1 | 3 | 1 | 1 | 1 | ||||
| 2025Q2 | 4 | 3 | 1 | 1 | 1 | |||
| 2025Q3 | 2 | 5 | 1 | 1 | 1 | |||
| 2025Q4 | 5 | 2 | 1 | 1 | 1 | 1 | 1 | 1 |
| 2026Q1 | 3 | 3 | 1 | 2 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 3 | 4 | 2 | 5 | 3 |
| Competitive Dynamics | 3 | 1 | 3 | 5 | 2 | 3 |
| Regulation Policy | 2 | 1 | 1 | 1 | 1 | |
| Subscriber Growth | 1 | 1 | 1 | 2 | ||
| Cloud & AI | 1 | 1 | 1 | 2 | ||
| Pricing | 1 | 1 | 2 | |||
| Revenue Growth | 1 | 1 | 1 | |||
| Innovation & R&D | 1 | 1 | 1 |
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $395M | +3.9% | $2.00 | -23.1% | 66.7% | 48.4% | $222M |
| FY2025 Q1 | $402M | +4.7% | $2.10 | +9.4% | 67.4% | 49.5% | $286M |
| FY2025 Q2 | $410M | +5.9% | $2.21 | +10.0% | 68.5% | 50.6% | $195M |
| FY2025 Q3 | $419M | +7.3% | $2.27 | +9.7% | 67.8% | 50.8% | $303M |
| FY2025 Q4 | $425M | +7.6% | $2.23 | +11.5% | 67.0% | 48.5% | $285M |
| FY2026 Q1Selected | $429M | +6.6% | $2.34 | +11.4% | 68.5% | 50.0% | $265M |
| FY2026 Q2 | $435M | +6.0% | $2.38 | +7.7% | 68.2% | 49.8% | $213M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call Apr 23, 2026
FY2026 Q1 in brief
VeriSign grew Q1 revenue 6.6% to $429M with EPS of $2.34, up from $2.10, as the domain name base reached a record 176.1 million names with the strongest new registrations since early 2021 and a 76.3% renewal rate.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Verisign (VRSN), FY2026 Q1: 7/10. Scores: Verisign’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: VRSN daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +6.61% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What VRSN and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“simply making the observation that with Anthropic's Mythos, we've seen that AI is capable of revealing vulnerabilities in various systems.”
VeriSign cites Anthropic's Mythos as evidence that AI can reveal security vulnerabilities, motivating demand for high-assurance infrastructure.
“But can you comment on how registrar promotional intensity in Q1, for example, for GoDaddy, your biggest customer or for other registrars, how it compared with 4Q and how you think about promo-driven volume versus sustainable underlying demand?”
An analyst identifies GoDaddy as VeriSign's biggest registrar customer while probing promotional intensity; signal on GoDaddy's domain-registration channel activity.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VRSN Verisign | 7 | +6.6% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| IOT Samsara Inc. | 10 | +28.3% | |
| MDB MongoDB, Inc. | 9 | +26.8% | |
| MSFT Microsoft Corporation | 9 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PATH UiPath Inc. | 9 | +13.6% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +65.5% | |
| TWLO Twilio Inc. | 10 | +20.0% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.9% |