Verisign Domain Additions Remain Strong in June

Research evidence excerpt

Verisign Domain Additions Remain Strong in June

J P M O R G A N North America Equity Research

01 July 2026

Verisign Neutral

VRSN, VRSN US

Domain Additions Remain Strong in June Price (30 Jun 26):$251.56

Vertical SaaS & HealthTech

Verisign’s .com domain name base growth remained strong in June 2026. Alexei Gogolev AC

According to Verisign data, the .com domain name base recorded ~166.6M total (1-212) 622-9391

domains as of June 30. Verisign saw positive registrations (on a net basis) for the alexei.gogolev@jpmorgan.com

.com gTLD (its main Domain Name Base or DNB), which increased by ~1M MoM Ella Smith

in June 2026, compared to ~1.2M MoM increase recorded in May 2026. We think (1-212) 622-2451

that the strength in .com additions may be partially explained by a pull-forward in ella.smith@jpmchase.com

demand given the upcoming price increase due to be introduced on November 1, Destiny Jackson

2026. The reported growth in the .com domain base implies an acceleration to 5.5% (1-212) 622-4360

destiny.jackson@jpmorgan.com

yoy in the most recent month (compared with a 5.2% yoy increase in May 2026).

Isabella A Camaj

Net change in VRSN’s total domain base stood at 5% yoy growth at the end of June (1-212) 834-2379

2026 (a slight sequential acceleration vs. May 2026). bella.camaj@jpmorgan.com

J.P. Morgan Securities LLC

• Reported .com trends are positive for VRSN and have some favorable

read-across for GDDY/WIX. VeriSign’s total DNB is up 3.2% YTD ChangeinVRS’sTotalDomainNameBase(Figure

2ChangeinVRSN’sTotalDomainNameBase). This compares to the 2026E full-year company guidance range of +3.1% to

+4.3%, which is likely to be seen as a positive, setting the scene for a better-

than-expected 2026 performance. We also see a positive read-across for