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VeriSign Reports Record 12.7 Million New Domain Registrations in Q2 2026
VeriSign achieved a record 12.7 million new domain registrations in the second quarter of 2026, the largest quarterly increase in its history. Revenue rose 6% year over year to $435 million, while earnings per share increased 7.7% to $2.38. Net income was $217 million, up from $207 million a year ago, and operating income grew 5.6% to $296 million. The company returned more than 100% of its free cash flow to shareholders over the past 12 months, totaling $1.17 billion in share repurchases and dividends, and the board increased the share repurchase authorization by $884 million to a total of $1.5 billion available. Full-year 2026 revenue is expected between $1.745 billion and $1.755 billion, with operating income between $1.185 billion and $1.195 billion.
GuruFocus·34dRead more ▾
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Intel, Newmont, and Ten Others Set to Report After-Hours Earnings on July 23, 2026
A dozen major companies are scheduled to report quarterly earnings after the market closes on July 23, 2026. Intel Corporation is expected to post earnings per share of $0.10, a 138.46% jump from the same quarter last year, while Newmont Corporation's consensus forecast stands at $2.05, up 43.36%. Comfort Systems USA is projected to report $10.38 per share, a 58.96% increase, and Digital Realty Trust's estimate is $1.98, up 5.88%. Edwards Lifesciences is seen earning $0.73 per share, an 8.96% rise, whereas Hartford Insurance Group faces an 8.50% decline to $3.12. VeriSign's consensus is $2.36, up 6.79%, and Ovintiv is expected to surge 87.25% to $1.91 per share. SS&C Technologies is forecast at $1.51, an 18.90% gain, while Deckers Outdoor anticipates a 5.38% drop to $0.88. Summit Therapeutics is projected to narrow its loss to $0.26 per share, a 65.79% improvement, and SouthState Bank's estimate is $2.33, a 1.30% increase.
Zacks·34dRead more ▾
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Verisign Announces Delegation of .Web Top-Level Domain
Verisign has announced that the .web top-level domain has been delegated into the global Domain Name System's root zone, with Verisign as the designated registry operator. The delegation follows the confidential resolution of all previous disputes related to the generic top-level domain. Verisign plans to begin offering .web domain names through its channel partners later this year, with further launch details to be shared in the coming months. The company highlights its more than 29 years of 100 percent uninterrupted DNS resolution for .com and .net as a foundation for operating .web with high performance and availability. Like other new gTLDs from the 2012 round, .web will be governed by ICANN's Base Registry Agreement and not the Cooperative Agreement with the U.S. Department of Commerce.
Business Wire·35dRead more ▾
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VeriSign Faces AI Disruption and Key Contract Renewal Risks
VeriSign, the exclusive registry operator for all .com and .net domains, faces uncertainty from AI-driven changes in internet navigation and the upcoming renewal of its core regulatory contracts. The company collected $1.1 billion in free cash flow on $1.7 billion in revenue last year, but its stock has underperformed the broader market by around 30% over the past year. While AI tools are currently boosting domain registration growth—the domain base grew 3.7% year over year in the first quarter of 2026—there is a risk that AI agents could reduce the relevance of web addresses. Compounding this is the renewal of VeriSign's .net and .com contracts with internet regulators, which expire in 2029 and 2030 respectively, creating uncertainty around pricing and the regulatory moat. The stock trades at around 27 times forward earnings, pricing in a favorable outcome, but the marginal buyer may stay on the sidelines until there is more clarity.
The Motley Fool·52dRead more ▾
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VeriSign's monopoly and .com price hike fuel bullish thesis
A bullish thesis on VeriSign highlights its government-protected monopoly as the exclusive registry for .com and .net domains, with a confirmed wholesale .com price increase from $10.26 to $10.97 on November 1, 2026 expected to generate approximately $109 million in additional annual revenue. The company's 68.5% operating margin and aggressive share repurchases reducing share count by 3–4% annually support strong free cash flow and dividend growth. The domain base recently reached 176.1 million registrations, driven by expanding digital commerce and AI-driven startup formation. Wall Street's consensus price target stands at $317.67, offering upside from the July 1st share price of $255.90.
Yahoo Finance·54dRead more ▾
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Berkshire Hathaway Has Held VeriSign Since 2012
Berkshire Hathaway has held a stake in VeriSign since the second quarter of 2012, when it first disclosed ownership of 3.7 million shares worth $143 million. The position grew to 12.9 million shares by mid-2014 and remained at that level until a slight increase in early 2020, before declining to the current 8.9 million shares valued at $2.2 billion. VeriSign recently reported first-quarter adjusted earnings of $2.34 per share on revenue of $429 million, beating analyst estimates, and raised its full-year revenue guidance to a range of $1.730 billion to $1.745 billion. Diamond Hill Mid Strategy noted that Berkshire reduced its stake earlier in 2025 due to regulatory considerations, not company fundamentals, and that VeriSign continues to benefit from high switching costs, proprietary technology, and disciplined capital allocation.
Insider Monkey·57dRead more ▾