| VRSN |
Report |
Domain name base / net adds (the metric that moves it) |
IN-LINE |
pred ending base ~177.4M / net adds ~+1.3M vs. cons ~177.2M / ~+1.1M |
MEDIUM |
| VRSN |
Report |
Revenue |
IN-LINE |
pred ~$435M vs. cons ~$433M |
HIGH |
| VRSN |
Report |
EPS (diluted GAAP) |
BEAT |
pred ~$2.43 vs. cons ~$2.40 |
MEDIUM |
| VRSN |
Guide |
FY2026 domain name base growth guide |
UNCHANGED |
guide ~3.1%-4.3% vs. cons ~3.7% (FY2026) |
MEDIUM |
| VRSN |
Guide |
FY2026 revenue guide |
UNCHANGED |
guide ~$1.730B-$1.745B vs. cons ~$1.738B (FY2026) |
MEDIUM |
| VRSN |
Guide |
H2 renewal-rate cohort outlook (first-time renewal headwind) |
LOWER |
guide first-time renewals ~mid-40% vs. previously-renewed ~mid-80% (2H2026) |
MEDIUM |
| VRSN |
Guide |
ICANN 2026 gTLD round participation decision (.com price hike Nov 1: $10.26->$10.97) |
UNKNOWN |
decision pending vs. window close Aug 12, 2026; launches ~2028 (FY2026-27 commentary) |
LOW |
| VRSN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| VRSN |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Stock de-risked ~5.4% in the two sessions into the print, so a slight EPS beat plus a domain base that keeps tracking the 3.1-4.3% guide should spark a modest relief bounce day 1. But VRSN is a predictable annuity model, so a beat drives little upward out-year revision; the reiterated H2 first-time-renewal headwind (mid-40% vs mid-80%), seasonally softer Q2 net adds, and a guide that is held rather than raised again cap follow-through, so the initial pop partially fades over 5 days. Low beta (~0-0.4) means index moves add little residual noise. |
MEDIUM |