Slides
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Q3 2026 Earnings Conference Call October 22, 2026
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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 limited to, statements regarding (i) Q3 2026 renewal rate expectations, (ii) Domain Name Base change expectations, (iii) our full year 2026 financial guidance for Revenue; Operating Income; Interest Expense and Non-Operating Income, net; Capital Expenditures; and Effective Tax Rate. These statements are based on current expectations and assumptions and involve risks and uncertainties that could cause our actual results to differ materially from those stated or implied by such forward-looking statements. The potential risks and uncertainties include, among others, attempted security breaches, cyber-attacks, and DDoS attacks against our systems and services; the introduction of undetected or unknown defects in our systems or services; vulnerabilities in the global routing system; system interruptions or system failures; advances in quantum computing; damage or interruptions to our data centers, data center systems or resolution systems; increases in the cost of compute and network equipment; risks arising from our operation of root servers and our performance of the Root Zone Maintainer functions; unsuccessful strategic initiatives or launches of new products or services; any loss or modification of our right to operate the .com and .net gTLDs; changes or challenges to the pricing provisions of the .com Registry Agreement; new or existing governmental laws and regulations in the U.S. or other applicable non-U.S. jurisdictions; new laws, regulations, directives or ICANN policies that require us to obtain and maintain personal information of registrants; economic, legal, regulatory, and political risks associated with our international operations; unfavorable changes in, or interpretations of, tax rules and regulations; risks from the implementation of ICANN’s consensus and temporary policies, technical standards and other processes; the weakening of, or changes to, the multi-stakeholder model of internet governance; the outcome of claims, lawsuits, audits or investigations; challenging economic conditions; our ability to compete in the highly competitive business environment in which we operate; changes in internet practices and behavior and the adoption of substitute technologies, or the negative impact of wholesale price increases; our ability to expand our services into developing and emerging economies; our ability to maintain strong relationships with registrars and their resellers; our ability to attract, retain and motivate highly skilled employees; the continuity of our quarterly dividend; our ability to protect and enforce our intellectual property rights; challenges from the use of AI technology by third-parties or us; and the impact on our stock price from the dissemination of false or misleading information by unrelated third parties. More information about potential factors that could affect our business and financial results is included in our filings with the SEC, including in our Annual Report on Form 10-K for the year ended Dec. 31, 2025, our Quarterly Report on Form 10-Q for the quarter ended Sept. 30, 2026, and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Verisign undertakes no obligation to update any of the forward-looking statements after the date of this presentation. Safe Harbor Disclosure 2
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Introduction Capital Allocation Business Highlights Financial Performance Guidance Summary / Q&A / Appendix Agenda 3
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Our Mission Verisign enables the world to connect online with reliability and confidence, anytime, anywhere We remain fully focused on operating secure, stable, and reliable internet infrastructure, upon which the world depends 4 • Our critical internet infrastructure and the expertise of our teams enable us to reliably and accurately provide the critical DNS navigation service that people around the world rely on more than ever for commerce, work, education, healthcare, and much more • Verisign’s high-assurance DNS infrastructure processes more than 747 billion authoritative name server transactions per day on average and growing, backed by our validated, cryptographically assured provisioning systems Introduction
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Capital Allocation Millions Q3 Share Repurchases $189 million; 0.7 million shares Free Cash Flow(2) $261 million Dividends(1) $73 million 1) The company initiated a quarterly dividend of $0.77 per share, distributed in May, August, and November of 2025. In February 2026, the dividend was increased by 5.2% to $0.81 per share. 2) Free cash flow is a non-GAAP financial measure defined as cash flow from operating activities, less capital expenditures. See reconciliation of operating cash flow to free cash flow in slide appendix for more detail. 3) Cash and Investments includes cash, cash equivalents and marketable securities. Remaining Authorized for Repurchases $1,361 million at end of Q3-26 Cash and Investments(3) $476 million at end of Q3-26 5
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6 169.8 million .com names and 12.6 million .net names Net Change +3.4 million names Q/Q Business Highlights: Domain Name Base 1) The domain name base as presented here is the active zone plus the number of domain names that are registered but not configured for use in the respective Top-Level Domain zone file plus the number of domain names that are in a client or server hold status. The sum of the .com and .net domain names may not match the total domain name base due to rounding. Domain Name Base(1) 182.5 million names end Q3-26, +6.1% Y/Y
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1) Renewal rates are not fully measurable until 45 days after the end of the quarter. This guidance is based on historical and c urrent market trends. Millions New Name Registrations 13.1 million vs 10.6 million Q3-25, +23.2% Y/Y Preliminary Renewal Rate(1) 74.3% vs 75.4% Q3-25 Q4 Expiring Names 37.8 million vs 36.2 million Q4-25 Business Highlights 7 Q1 Q2 Q3 Q4
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Revenue $443 million; +5.7% Y/Y Earnings per Share(1) $2.35 Operating Cash Flow $268 million Operating Income(1) $296 million; +4.2% Y/Y Financial Performance 8 1) During Q3-2026 the Company recognized a pre-tax operating loss of $7.5 million related to certain assets held for sale, which decreased diluted EPS by $0.06
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Guidance: Full Year 2026 9 1) Our guidance is based on expectations about the outlook of our business in addition to our financial projections for interest income and expense. 2) Financial forecasts and guidance are forward looking statements, and actual results may vary for any number of reasons including those mentioned in our most recent 10-K, 10-Q and 8-K filings with the SEC.
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Our strategic framework: Protect Grow Manage has been effective and instrumental in creating and upholding value for internet users, customers and shareholders 10 • Delivered solid, consistent financial results • Generated $1,024 million in Free Cash Flow in the four quarters ending Q3-2026 • Returned a total of $1,143 million to shareholders of which $851 million were share repurchases and $292 million dividends in the four quarters ending Q3-2026 • We will continue to invest in our critical internet infrastructure while meeting the rigorous standards of performance and availability governed by our agreements with ICANN Summary
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Q&A Appendix 11
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12 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. Non-GAAP Reconciliation In addition to our financial results that are prepared in accordance with generally accepted accounting principles (GAAP), this presentation includes disclosure of Free Cash Flow, which is a non-GAAP financial measure defined as cash flow from operating activities, less capital expenditures. Management believes that this non-GAAP financial measure supplements the GAAP financial measures by providing investors with additional information that allows them to have a clearer picture of Verisign’s operations and financial performance and the comparability of Verisign’s operating results from period to period. The presentation of this non-GAAP financial measure is not meant to be considered in isolation nor as a substitute for financial measures prepared in accordance with GAAP.
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