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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rob Oliver | Robert W. Baird | 20 (0%) |
| Ygal Arounian | Wedbush Securities | 13 (0%) |
| Alexei Gogolev | JPMorgan | 7 (0%) |
| Jamesmichael Sherman-Lewis | Citigroup | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 | 20 (0%) |
| Wedbush Securities | 1 | 13 (0%) |
| Citigroup | 1 | 7 (0%) |
| JPMorgan | 1 |
| 7 (0%) |
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 |
| 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 Q1 | $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).
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; read-through 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% | |
| 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% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +65.5% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.9% |