Slide 1: Q2 2025 Earnings Conference Call
Q2 2025 Earnings Conference Call July 24, 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: Introduction
Introduction Business Highlights Capital Allocation Financial Performance Guidance Summary / Q&A / Appendix
Slide 4: Introduction
Introduction • Verisign’s Board announced a quarterly cash Our Mission dividend of $0.77 per share payable to holders Verisign enables the of record on 8/19/25 and payment to occur on world to connect online 8/27/25 with reliability and confidence, anytime, • In July we marked 28 years of uninterrup
Slide 5: Business Highlights: Domain Name Base
Business Highlights: Domain Name Base Domain Name Base(1) Net Change 170.5 +0.66 million names end Q2-25, -0.1% Y/Y million names Q/Q Millions 157.9 million .com names and 12.6 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
Millions Business Highlights New Name Registrations Preliminary Renewal Rate") Q3 Expiring Names 10.4 75.5% 36.5 million vs 75.5% Q1-25 million vs 9.2 million Q2-24, +13.4% Y/Y vs 72.7% Q2-24 vs 37.8 million Q3-24 Ea.com/.net New Name Registrations =e=Renewal rate 150% 737% 735% 79% 748% 73.3% 73.2%
Slide 7: Capital Allocation
Capital Allocation Share Repurchases Dividends Free Cash Flow® million; 0.6 million shares million million Millions $450.0 $400.0 $350.0 Dividend $300.0 Initiated $250.0 Q2-25 $200.0 $150.0 $100.0 $50.0 $0.0 Total returned between Share Repurchases and Dividends $1,026M -TTM Q2-25 ro NaRe\ Ale ike s
Slide 8: Financial Performance
Financial Performance Revenue Operating Income $410 $281 $ Millions million; +5.9% Y/Y million; +5.4% YY 450 5 425 4 mRevenue Operating Income 400 375 | 350 + 325 4 300 + 275 4 250 + 225 + 200 + 175 4 150 4 125 4 100 4 vy Ret WA SM DM DM DM LP ~ 9 OP SM MH MH OS Pe $ PS Operating Cash Flow Free Cash
Slide 9: Guidance: Full Year 2025
Guidance: Full Year 2025 Guidance(1)(2) Prior Domain Base Growth +1.2% to +2.0% -0.7% to +0.9% Revenue $1.645B to $1.655B $1.635B to $1.650B Operating Income $1.117B to $1.127B $1.095B to $1.115B 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 $950 million in Free Cash Flow in the 4 quarters ending Q2-2025 Protect Grow • Returned a total of $1,026 million to shareholders of which $953 million were share Manage repurchases and $72 million dividends
Slide 11: Appendix
Q&A Appendix
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) Reconciliation of Operating Cash Flow to Free Cash Flow:(1) 1) The sum of the amounts in the columns and rows may not match the total amounts shown due to rounding. 13
Slide 14: Classification of Stock-Based Compensation
Classification of Stock-Based Compensation (In Millions) 14
Slide 15: VERISIGN
VERISIGN © 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.