Verisign notes earnings, plans future product launch, and hints at price increase
Firm states it will launch its first fresh product in a long time, and suggests it will announce a .com price increase in April.
Verisign (NASDAQ: VRSN) noted earnings following the market closed today.
- Full year 2025 domain name revenue was $1.66 billion, up 6.4% from 2024. Q4 revenue wa up 7.5%.
- Operating income was $1.22 billion, up 5.6% from 2024
- Net income was $826 million, up 5.1% from 2024
Verisign ended 2025 with 173.5 million .com and .net domain registrations, up 2.6% during the year following adding 1.58 million domains to the base in Q4. .Com grew to 161.0 million names. All of the growth came from .com, as .net remained flat at 12.5 million domains.
There were 10.7 million fresh domain registrations for .com and .net in Q4 2025, compared to 9.5 million in Q4 2024.
The total number of adds for 2025 was the highest since 2021.
For 2026, Verisign expects the domain base to grow between 1.5% to 3.5%.
Verisign also disclosed it’s increasing its quarterly dividend by 5.2%.
On the earnings call this afternoon, Verisign CEO James Bidzos stated the firm plans to introduce at least one fresh product, which will be focused on reducing vulnerabilities.
Bidzos stated the firm will never become a sales organization, and the product will be sold through the registrar channel.
He noted that Verisign previously sold its ancillary businesses, enabling the organization to focus solely on its domain names beginning in 2015.
An analyst asked if the firm would increase .com prices this year. Bidzos stated the firm doesn’t guide toward prices, but he noted that Verisign’s next opportunity to increase prices is in late October. With the six-month notice requirement, he explained that the firm would need to give notice of this price increase in April.
He added that this means people won’t have to wait long to learn of its price increase plans, which suggests to me that the firm will indeed give notice of a price increase in April.
