Slide 1: Q3 2025 Earnings Conference Call
Q3 2025 Earnings Conference Call October 23, 2025
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 Verisign enables the and accurately provide the critical DNS world to connect online navigation service that people around the with reliability and world rely on more than ever for co
Slide 5: Business Highlights: Domain Name Base
Business Highlights: Domain Name Base Domain Name Base(1) Net Change 171.9 +1.4 million names end Q3-25, +1.4% Y/Y million names Q/Q Millions 159.4 million .com names and 12.5 million .net names 180 170 160 150 140 130 120 110 100 Domain Name Base 1) The domain name base as presented here is the act
Slide 6: Business Highlights
Business Highlights New Name Registrations Preliminary Renewal Rate(1) Q4 Expiring Names 10.6 75.3% 36.2 million vs 75.5% Q2-25 million vs 9.3 million Q3-24, +14.3% Y/Y vs 72.2% Q3-24 vs 36.5 million Q4-24 .com/.net New Name Registrations Renewal rate 76.0% 75.9% 75.5% 74.1% 75.5% 75.4% 73.8% 73.4%
Slide 7: Capital Allocation
Capital Allocation Share Repurchases Dividends(1) Free Cash Flow(2) $215 $72 $303 million; 0.8 million shares million million Millions $450.0 $400.0 Dividend Total returned between Initiated Share Repurchases $350.0 Q2-25 and Dividends $1,012M –TTM Q3-25 $300.0 $250.0 $200.0 $150.0 $100.0 $50.0 $0.0
Slide 8: Financial Performance
Financial Performance Revenue Operating Income $419 $284 $ Millions million; +7.3% Y/Y million; +5.6% Y/Y 450 425 Revenue Operating Income 400 375 350 325 300 275 250 225 200 175 150 125 100 Operating Cash Flow Earnings per Share $308 $2.27 million 8
Slide 9: Guidance: Full Year 2025
Guidance: Full Year 2025 Guidance(1)(2) Prior Domain Base Growth +2.2% to +2.5% +1.2% to +2.0% Revenue $1.652B to $1.657B $1.645B to $1.655B Operating Income $1.119B to $1.124B $1.117B to $1.127B Interest expense and non- Operating Income, Net $50M to $60M Unchanged expense Capital Expenditures $25M
Slide 10: Summary
Summary • Delivered solid, consistent financial results Our strategic framework: • Generated $1,005 million in Free Cash Flow in the four quarters ending Q3-2025 Protect Grow • Returned a total of $1,012 million to shareholders of which $868 million were share Manage repurchases and $144 million div
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: (In Millions) Four Quarters Ended September 30, 2025 Net Income $ 811.0 Interest expense 76.9 Income tax expense 234.5 Depreciation and amortization 33.3 Stock-based compensation 67.7 Un
Slide 14: Classification of Stock-Based Compensation
Classification of Stock-Based Compensation (In Millions) 14
Slide 15: © 2025 VeriSign, Inc. All rights reserved. VERISIGN and other trademarks, service marks, and
© 2025 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.