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Sees FY26 operating income $1.16B-$1.18B. Sees FY26 expenditures $55M-$65M. Sees FY26 tax rate 22%-25%. Sees FY26 domain name base growth rate 1.5%-3.5%. Says has larger amount of end-of-life equipment that the company is replacing in 2026, along with planned capacity expansion. Says both are facing significantly higher costs, largely attributable to intense AI industry demand. Says expects continued solid financial performance during 2026. Comments and guidance taken from Q4 earnings conference call.

Reports Q4 revenue $425.0M, consensus $424.0M. Verisign ended the fourth quarter of 2025 with 173.5 million .com and .net domain name registrations in the domain name base, a 2.6 percent increase from the end of the fourth quarter of 2024, and a net increase of 1.58 million registrations during the fourth quarter of 2025. In the fourth quarter of 2025, Verisign processed 10.7 million new domain name registrations for .com and .net, as compared to 9.5 million for the same quarter in 2024. The final .com and .net renewal rate for the third quarter of 2025 was 75.4 percent compared to 72.2 percent for the same quarter in 2024. Renewal rates are not fully measurable until 45 days after the end of the quarter.

Verisign's Board of Directors approved a 5.2% increase in the quarterly dividend to $0.81 per share of Verisign's outstanding common stock to stockholders of record as of the close of business on February 19, 2026, payable on February 27, 2026.