Slide 1: Q4 and Full Year 2025 Earnings Conference Call
Q4 and Full Year 2025 Earnings Conference Call February 5, 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 Mission • Our critical internet infrastructure and the Verisign enables the expertise of our teams enable us to reliably world to connect online and accurately provide the critical DNS 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 173.5 +1.58 million names end Q4-25, +2.6% Y/Y million names Q/Q Millions 161.0 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 ac
Slide 6: Business Highlights
Business Highlights New Name Registrations Preliminary Renewal Rate(1) Q1 Expiring Names 10.7 75.0% 39.8 million vs 75.4% Q3-25 million vs 9.5 million Q4-24, +12.6% Y/Y vs 74.0% Q4-24 vs 39.9 million Q1-25 .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 - 2025
Capital Allocation - 2025: Share Repurchases Dividends(1) Free Cash Flow(2) $859 $215 $1,068 million; 3.4 million shares million million Millions $1,400 $1,200 Dividend Initiated $1,000 April 2025 $215 $800 Total returned between $600 $1,209 Share Repurchases $1,032 and Dividends in 2025 $883 $859 $
Slide 8: Financial Performance: Full Year
Financial Performance: Full Year Revenue Operating Income $1.66 $1.12 billion 2025 billion 2025 +6.4% Y/Y +5.9% Y/Y Billions $1.8 $1.66 $1.6 $1.56 $1.49 $1.42 $1.4 $1.33 $1.2 $1.12 $1.06 $1.00 $1.0 $0.94 $0.87 $0.8 $0.6 $0.4 $0.2 $0.0 2021 2022 2023 2024 2025 Revenues Operating Income 8
Slide 9: Financial Performance
Financial Performance Revenue Operating Income $425 $285 $ Millions million; +7.5% Y/Y million; +7.9% 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 $290 $2.23 million 9
Slide 10: Guidance: Full Year 2026
Guidance: Full Year 2026 Guidance(1)(2) Domain Base Growth +1.5% to +3.5% Revenue $1.715B to $1.735B Operating Income $1.160B to $1.180B Interest expense and non- Operating Income, Net $57M to $67M expense Capital Expenditures $55M to $65M Effective Tax Rate 22% to 25% 1) Our guidance is based on ex
Slide 11: Summary
Summary • Delivered solid, consistent financial results Our strategic framework: • Extended the uptime record in the .com/.net resolution infrastructure to more than 28 years Protect • Generated $1,068 million in Free Cash Flow in 2025 Grow Manage • Returned a total of $1,074 million to shareholders
Slide 12: Q&A Appendix
Q&A Appendix 12
Slide 13: 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 14: 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) Year Ended December 31, 2025 Net Income $ 825.7 Interest expense 77.0 Income tax expense 242.8 Depreciation and amortization 31.2 Stock-based compensation 69.7 Unrealized g
Slide 15: Classification of Stock-Based Compensation
Classification of Stock-Based Compensation (In Millions) Three Months Ended December 31, 2025 September 30, 2025 December 31, 2024 Cost of revenues $ 2.2 $ 2.2 $ 2.0 Research and development 2.8 2.9 2.6 Selling, general and administrative 12.9 13.3 11.3 Total stock-based compensation expense $ 17.9
Slide 16: Trademark notice
© 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.