Verified call record已核验电话会记录 ·

VRSN · Verisign Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案VRSN
12 exact excerpts 条原文摘录 16 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备
The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performance
3
“On the financial side, revenue is up 6% year-over-year, and EPS increased 7.7% year-over-year.”
Jim Bidzos · CEOclaim_62fc2c77c93ac20ddb2ca630bf3165d5
Exact numeric spans精确数值片段6%7.7%
performancecapital_allocation
3
“We have returned more than 100% of our free cash flow to our shareholders in the last 12 months, totaling $1.17 billion in share repurchases and dividends.”
Jim Bidzos · CEOclaim_7ebf0f4b459a0b20668e2b0db26300a8
Exact numeric spans精确数值片段100%121.17 billion
capital_allocation
4
“VeriSign intends to continue to pay cash dividend on a quarterly basis.”
Jim Bidzos · CEOclaim_c93b35b3a893d1671e6cec4180ac3264
demandcapital_allocation
5
“Registrars are focused on customer acquisition and are successfully engaged with our marketing programs.”
Jim Bidzos · CEOclaim_78bd6ba2a59d65101be5ddab71fc5bf3
guidanceperformance
6
“With the trends we've observed in the first half of 2026 and our expectations for second half, we're increasing and narrowing our guidance for domain name base growth to be between 5.2% and 6% for 2026.”
Jim Bidzos · CEOclaim_4bdcc8b8adaef68787f5a883df1b4aef
Exact numeric spans精确数值片段20265.2%6%
demandrisks
9
“We believe today's increasing reliance on online services, especially those that are AI-related, with the evolving threat environment, will demand greater and deeper deployment of security technology and practices, which will come with performance, security, and scalability challenges.”
Jim Bidzos · CEOclaim_0106eb95215c1f1910156548e3a92e31
performancecapital_allocation
11
“Operating cash flow for the second quarter of 2026 was $232 million, and free cash flow was $213 million, compared with $202 million and $109 million, respectively, in the year-ago quarter.”
John Calys · CEOclaim_ac8549ca3cf29dcd25cd625eddb762e2
Exact numeric spans精确数值片段2026232 million213 million202 million109 million
guidanceperformance
11
“I will now discuss our updated full-year 2026 guidance, which as Jim mentioned earlier, does not anticipate meaningful revenue or expense related to .web at this time.”
John Calys · CEOclaim_1ba615f8577793eaa55ccf522b57a73a
Exact numeric spans精确数值片段2026
capital_allocation
12
“Capital expenditures are still expected to be between $55 million and $65 million.”
John Calys · CEOclaim_a1da0ba8190443d47a5de40940897483
Exact numeric spans精确数值片段55 million65
demandcapital_allocation
19
“A synergistic conversion of some of the AI tailwind and other tailwinds, like the ongoing registrar focus now on customer acquisition, where we saw this sort of cyclical trend some time ago to ARPU.”
Jim Bidzos · CEOclaim_14765460d9b513ea7d2b4e701323be21
management_commitments
25
“We intend to run an LRP, and the rules that we will use is we will give all of our holders of .com registrations the opportunity to come and get the same registration in .web before we open registrations for general availability.”
Jim Bidzos · CEOclaim_afbfad6737018871e454e5624b776513
guidancecapital_allocationrisks
62
“Our CapEx guidance for this year certainly takes into consideration the price increases in the server memory chip kind of markets, and it has had a meaningful impact on our business.”
John Calys · CEOclaim_28e00eb01a8a891b6611d74a5a3e8187
Inspect the source receipts检查来源回执28 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
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