Verisign (VRSN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$292.08-0.43%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · VRSN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks VRSN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue providing uninterrupted, reliable domain name resolution services for .com and .net domains.
Stated as a priority in 6 of last 6 quarters. Revenue increased from $395 million in 2024-Q4 to $429 million in 2026-Q1, and operating income rose from $264 million to $294 million over the same period. Management consistently emphasizes maintaining 100% availability of .com/.net resolution, and the financials show steady growth, indicating delivery on this priority.
“Extending into its 29th year our unparalleled record of providing 100% availability of our resolution service for the .com/.net domains.”
“Extended our track record of providing 100 percent availability for .com and .net domain name resolution to 28 years.”
“Marked 28 years of 100 percent availability of the .com and .net domain name resolution system.”
“Delivered solid results and ongoing commitment to our mission of 100% availability in .com/.net domain name resolution.”
“Continuing to deliver on our mission of maintaining the security, stability, and resiliency of critical internet infrastructure.”
“Marked 27 years of providing 100% availability in the .com/.net domain name resolution system.”
Grow the number of .com and .net domain name registrations and processed new registrations.
Stated as a priority in 6 of last 6 quarters. Domain name registrations increased from 169.6 million in 2024-Q4 to 176.1 million in 2026-Q1, with new registrations processed rising from 9.3 million to 11.5 million. Management's focus on growing registrations aligns with this steady growth, indicating delivery on this priority.
“Delivered steady growth in registrations with 176.1 million .com and .net domain name registrations, a 3.7% increase year-over-year.”
Continue repurchasing shares under the ongoing share repurchase program with no expiration date.
Stated as a priority in 6 of last 6 quarters. Share repurchases totaled approximately $859 million in 2025 and $214 million in 2026-Q1, with remaining authorization declining from $1.28 billion in 2024-Q3 to $863 million in 2026-Q1. Management has consistently emphasized continuation of the program, and repurchase activity confirms ongoing execution.
Over the trailing year it converted 1.17x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, the US dollar, Fed net liquidity, long-term interest rates (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“Ended with 173.5 million .com and .net domain name registrations, a 2.6% increase from prior year.”
“Ended with 170.5 million .com and .net domain name registrations, a 0.1% decrease from prior year.”
“Ended with 169.8 million .com and .net domain name registrations, a 1.5% decrease from prior year.”
“Ended with 169.6 million .com and .net domain name registrations, a 2.5% decrease from prior year.”
“Ended with 170.6 million .com and .net domain name registrations, a 2.2% decrease from prior year.”
“Repurchased 0.9 million shares for $214 million; $863 million remaining under program with no expiration.”
“Repurchased 1.0 million shares for $251 million; $1.08 billion remaining under program with no expiration.”
“Repurchased 0.6 million shares for $163 million; total authorization increased to $1.5 billion with no expiration.”
“Repurchased 1.0 million shares for $230 million; $793 million remaining under program with no expiration.”
“Repurchased 1.7 million shares for $301 million; $1.28 billion remaining under program with no expiration.”
“Repurchased 2.2 million shares for $388 million; total authorization increased to $1.5 billion with no expiration.”