Verisign Inc/Ca VRSN

Revenue Intelligence Report • 22 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Verisign Inc/Ca's latest quarterly revenue is $435M for the period ending 2026-06-30. The model projects $1.8B across the next four quarters (+6.1% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 0.6%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$1.81B
+6.1% YoY
R&D Multiplier
$13.54 per $1
SG&A Multiplier
$5.48 per $1
Training Fit
0.2% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $437.3M vs the actual $434.6M — an error of 0.6%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

VRSN Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30		 $437.3M $434.6M $435.3M–$439.2M +6.7% ✗ Outside range
Q3 FY2026
Period end 2026-09-30		 $444.8M $442.1M–$447.5M +6.1%
Q4 FY2026
Period end 2026-12-31		 $446.1M $442.8M–$449.5M +4.9%
Q1 FY2027
Period end 2027-03-31		 $455.5M $451.6M–$459.4M +6.2%
Q2 FY2027
Period end 2027-06-30		 $466.2M $461.8M–$470.5M +7.3%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Verisign Inc/Ca's systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.9989 -0.1% In line with trend 5
FQ2 (Apr–Jun) 1.0008 +0.1% In line with trend 4
FQ3 (Jul–Sep) 1.0001 +0.0% In line with trend 4
FQ4 (Oct–Dec) 1.0006 +0.1% In line with trend 4

Spending and Revenue

VRSN Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 22 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.0539x • R&D elasticity: -0.0704x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

Want this analysis for your portfolio?

I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.

Get in Touch

Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (linear) with 22 quarters. This analysis is for informational purposes only and does not constitute investment advice.

More in Technology

QCOM EBAY FFIV CSCO STX TTD ACN RVTY