Company facts
- Headquarters
- Reston, Virginia
- Most recent report
- 10-Q, filed Oct 22, 2026
- Incorporated
- Delaware
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 1014473
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 38
News 8 of 82
Prospectuses and Registrations 8 of 17
- 424B2 Prospectus supplement for an offering Jun 23, 2026
- FWP Free writing prospectus Jun 18, 2026
- 424B5 Prospectus supplement for an offering Jun 18, 2026
- 424B3 Prospectus supplement for an offering Jul 29, 2025
- 424B3 Prospectus supplement for an offering Jul 28, 2025
- S-3ASR Automatic shelf registration Jul 28, 2025
- 424B2 Prospectus supplement for an offering Mar 6, 2025
- FWP Free writing prospectus Mar 5, 2025
Proxies 8 of 19
- DEFA14A Extra proxy material Apr 10, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 10, 2026
- DEFA14A Extra proxy material Apr 11, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 11, 2025
- PRE 14A Preliminary proxy statement Mar 26, 2025
- DEFA14A Extra proxy material Apr 10, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 10, 2024
- DEFA14A Extra proxy material Apr 11, 2023
Ownership 8 of 837
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 3, 2026
- 144 Notice of a proposed sale of restricted stock Nov 2, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Oct 27, 2026
- 144 Notice of a proposed sale of restricted stock Oct 26, 2026
- 4 Insider reported a trade Oct 21, 2026
- 4 Insider reported a trade Oct 14, 2026
Other 8
- ARS Annual report sent to shareholders Apr 10, 2026
- ARS Annual report sent to shareholders Apr 11, 2025
- ARS Annual report sent to shareholders Apr 10, 2024
- ARS Annual report sent to shareholders Apr 11, 2023
- EFFECT Notice that a registration became effective Aug 4, 2017
- CORRESP Reply to SEC staff Aug 2, 2017
- UPLOAD Comment letter from SEC staff Jul 28, 2017
- CORRESP Reply to SEC staff Jul 28, 2017
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 2 positive, 9 notable, and 6 negative flags.
Financial Statements (Item 1)
New .web gTLD asset, debt refinancing, stockholder deficit, and antitrust lawsuit all in one section.Notable- Capitalized $145.2M intangible asset for .web gTLD in July 2026, plus $26.2M in other acquisition costs.
- Issued $550M of 5.10% senior notes due 2031, using proceeds to redeem $550M of 4.75% notes due 2027.
- Board authorized $884.2M in new buybacks on July 23, 2026, adding to $615.8M remaining, total $1.50B program.
Management's Discussion (Item 2)
MD&A with detailed revenue, operating income, domain base, and liquidity data.PositiveRisk Factors (Item 1A)
Company-specific risks: .com/.net renewal, pricing caps, antitrust suit, quantum computing, China exposure.Notable- New gTLD .web acquired; success depends on market acceptance, channel partners, and managing early-stage operational issues.
- Alternative namespaces like blockchain could reduce demand for DNS domain names if browsers support them.
- Short sellers have targeted the company; false information could cause stock price volatility and reputational harm.
Negative- Substantially all revenue from .com/.net; renewal rights expire Nov 2030 and June 2029, with ICANN termination risk for uncured breach.
- Pricing capped at 7% annual increase in final 4 years of each 6-year period; removal requires DOC approval, which is uncertain.
- Named defendant in a putative class action antitrust lawsuit; litigation is unpredictable and could result in material damages.
- Demand for services substantially declined in China during 2023 and 2024 due to regulatory mandates making domain registration harder.
- Rapid increase in demand for compute/network hardware from AI companies is increasing capital and operating costs.
What changed: Sep 2026 vs. Jun 2026
About 43% of VRSN's Sep 2026 10-Q is new information. 112 paragraphs were added, 76 changed, and 20 removed. Below are the most important lines SECSift identified.
New
- Added risk factor about AI use by third parties and Verisign, covering cybersecurity, operational, IP, and regulatory risks.
- Added risk factor about new products like Verisign Informed, .web, and .pki possibly failing.
- Added risk factor about not paying future dividends despite starting quarterly dividends in Q2 2025.
- Added risk factor about quantum computing compromising public-key cryptography, with 'harvest now / decrypt later' attacks.
Changed
- Cash and cash equivalents fell to $206.8 million at Sep 30, 2026 from $840.9 million at Jun 30, 2026.
- Marketable securities rose to $269.3 million at Sep 30, 2026 from $193.2 million at Jun 30, 2026.
- Remaining share repurchase authorization was $1.36 billion at Sep 30, 2026, up from $666.0 million at Jun 30, 2026.
- Current senior notes of $549.3 million removed; 2017 Notes were redeemed on July 20, 2026.
- Domain name base rose to 182.5 million as of Sep 30, 2026 from 179.1 million as of Jun 30, 2026.
- Quarter ended September 30, 2026: 670 shares repurchased, down from 716 in the prior quarter.
Everything here comes from Verisign Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 24, 2026, from the 10-Q for Sep 2026.