Slide 1: Q1 2026 Earnings Conference Call
Q1 2026 Earnings Conference Call April 23, 2026
Slide 2: Safe Harbor Disclosure
Safe Harbor Disclosure Statements in this presentation other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended, including, but not li
Slide 3: Agenda
Agenda Introduction Business Highlights Capital Allocation Financial Performance Guidance Summary / Q&A / Appendix 3
Slide 4: Introduction
Introduction • Our critical internet infrastructure and the Our Mission expertise of our teams enable us to reliably and accurately provide the critical DNS Verisign enables the navigation service that people around the world to connect online world rely on more than ever for commerce, with reliabil
Slide 5: Business Highlights: Domain Name Base
Business Highlights: Domain Name Base Domain Name Base(1) Net Change 176.1 +2.54 million names end Q1-26, +3.7% Y/Y million names Q/Q 163.6 million .com names and 12.4 million .net names 1. The domain name base as presented here is the active zone plus the number of domain names that are registered
Slide 6: Business Highlights
Business Highlights New Name Registrations Preliminary Renewal Rate(1) Q2 Expiring Names 11.5 76.3% 38.5 million vs 75.0% Q4-25 million vs 10.1 million Q1-25, +14.4% Y/Y vs 75.5% Q1-25 vs 37.6 million Q2-25 Millions Q1 Q2 Q3 Q4 1. Renewal rates are not fully measurable until 45 days after the end of
Slide 7: Capital Allocation
Capital Allocation Q1 Share Repurchases Dividends(1) Free Cash Flow(2) $214 $74 $265 million; 0.9 million shares million million Millions Authorized for Repurchases Cash and Investments(3) $863 $556 million at end of Q1-26 million at end of Q1-26 1. The company initiated a quarterly dividend of $0.7
Slide 8: Financial Performance
Financial Performance Revenue Operating Income $429 $294 million; +6.6% Y/Y million; +8.3% Y/Y Operating Cash Flow Free Cash Flow(1) Earnings per Share $272 $265 $2.34 million million 1. Free cash flow is a non-GAAP financial measure defined as cash flow from operating activities, less capital expen
Slide 9: Guidance: Full Year 2026
Guidance: Full Year 2026 Guidance(1)(2) Prior Domain Base Growth 3.1% to 4.3% 1.5% to 3.5% Revenue $1.730B to $1.745B $1.715B to $1.735B Operating Income $1.170B to $1.185B $1.160B to $1.180B Interest expense and non- Operating Income, Net $57M to $67M Unchanged expense Capital Expenditures $55M to
Slide 10: Summary
Summary • Delivered solid, consistent financial results Our strategic framework: • Generated $1,048 million in Free Cash Flow in the four quarters ending Q1-26 Protect Grow • Returned a total of $1,132 million to shareholders of which $843 million were share Manage repurchases and $289 million divid
Slide 11: Q&A Appendix
Q&A Appendix 11
Slide 12: Non-GAAP Financial Measures
Non-GAAP Financial Measures Verisign provides quarterly and annual financial statements that are prepared in accordance with generally accepted accounting principles (GAAP). Along with this information, management typically discloses and discusses certain non-GAAP financial measures on investor conf
Slide 13: Reconciliation of Adjusted EBITDA & Free Cash Flow
Reconciliation of Adjusted EBITDA & Free Cash Flow Reconciliation of GAAP Net Income to Non-GAAP Adjusted EBITDA: Four Quarters Ended (In Millions) March 31, 2026 Net Income $ 840.9 Interest expense 75.6 Income tax expense 248.6 Depreciation and amortization 28.7 Stock-based compensation 71.3 Unreal
Slide 14: Classification of Stock-Based Compensation
Classification of Stock-Based Compensation Three Months Ended (In Millions) March 31, 2026 December 31, 2025 March 31, 2025 Cost of revenues $ 2.3 $ 2.2 $ 2.1 Research and development 3.0 2.8 2.8 Selling, general and administrative 13.8 12.9 12.6 Total stock-based compensation expense $ 19.1 $ 17.9
Slide 15: © 2026 VeriSign, Inc. All rights reserved.
© 2026 VeriSign, Inc. All rights reserved. VERISIGN and other trademarks, service marks, and designs are registered or unregistered trademarks of VeriSign, Inc. and its subsidiaries in the United States and in foreign countries. All other trademarks are property of their respective owners.