How often does Verisign move more than the options market prices?

3 of the last 8 reports moved at least as far as the implied move.

VRSNNasdaqServices-Computer Programming Services

Verisign Inc (VRSN) earnings date, market-implied expected move, and options open interest by expiry

315.47

+1.59 · +0.51%

Regular session09:30 ET

Open315.00Volume2.8MMkt cap$28.2BP/E33.88EPS9.31Div yield1.02%

Day313.89 – 315.41100%52-wk206.93 – 317.4198%

VRSN

Verisign Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Feb 4

after close · in 92 days

est.Q4 FY26

Calendar

Next report

Last report

−1.40%

vs ±7.6% implied · ×0.18

shaded = implied · ▲▼ = realized

Oct 22 '26 · confirmed

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

−0.50%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

883 managers

Top fund weight

0.19%

VRSN weight · RSP

N-PORTJul 31 '26

10 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Verisign (VRSN) is expected to report on Feb 4 after close (estimated date).

Implied vs realized

8 reports

3 of 8≥ implied

avg implied: ±6.2%
avg realized: ±4.4%

Feb 6 '25Feb 6 '25confirmed±4.3%▲+0.55%×0.13

Apr 24 '25Apr 24 '25confirmed±5.1%▲+8.00%×1.56

Jul 24 '25Jul 24 '25confirmed±5.0%▲+6.67%×1.34

Oct 23 '25Oct 23 '25confirmed±6.6%▼−1.40%×0.21

Feb 5 '26Feb 5 '26confirmed±5.4%▼−7.60%×1.41

Q1 FY26Apr 23 '26confirmed±7.6%▼−2.80%×0.37

Q2 FY26Jul 23 '26confirmed±7.9%▲+7.04%×0.89

Q3 FY26Oct 22 '26confirmed±7.6%▼−1.40%×0.18

quarterimplied−10%0+10%realized×

Q3 FY26±7.6%▼−1.40%×0.18

Q2 FY26±7.9%▲+7.04%×0.89

Q1 FY26±7.6%▼−2.80%×0.37

Feb '26±5.4%▼−7.60%×1.41

Oct '25±6.6%▼−1.40%×0.21

Jul '25±5.0%▲+6.67%×1.34

2 older reports

Apr '25±5.1%▲+8.00%×1.56

Feb '25±4.3%▲+0.55%×0.13

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Oct 21 close

0.45OI · 4 expiries · Oct 21 closeP/C open interest · Mar 19 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

4,9250%Nov 2016d0.746,6320%0.74

2440%Dec 1844d0.151,6330%0.15

3020%Jan 1572d0.773930%0.77

report · Feb 4 · after close · est.

770%Mar 19135d1730%

ExpiryPutsCallsP/C

Nov 2016d4,9250%6,6320%0.74

Dec 1844d2440%1,6330%0.15

Jan 1572d3020%3930%0.77

report · Feb 4 · after close · est.

Mar 19135d770%1730%0.45

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

47.99%as filednet margin · revenue +1.93% QoQ · +5.70% YoY

Revenue

$443M+1.93% QoQ

Gross profit

$393M+2.24% QoQ

88.76% margin

Operating income

$297M+0.07% QoQ

66.93% margin

Pre-tax income

$280M−0.71% QoQ

Net income

$213M−1.80% QoQ

47.99% margin

Cost of revenue

$50M−0.40% QoQ

Operating expenses

$97M+9.51% QoQ

SG&A $70M

R&D $27M

Other expense

$17M

Tax

$67M+2.92% QoQ

Revenue$443M+1.93%

Gross profit

$393M+2.24%

88.76% margin

Operating income

$297M+0.07%

66.93% margin

Pre-tax income

$280M−0.71%

Net income

$213M−1.80%

47.99% margin

Cost of revenue

$50M−0.40%

Operating expenses

$97M+9.51%

SG&A $70M

R&D $27M

Other expense

$17M

Tax$67M+2.92%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 09:15 ET

Intraday

Event sensitivity

FOMC ×1.35· ±1.4% vs ±1.1% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±1.4%11 of 24×1.35

PPIproducer prices±1.4%7 of 10×1.30

CPIconsumer prices±1.2%4 of 10×1.12

NFPjobs report±1.1%8 of 10×1.00

GDPgross domestic product±0.9%7 of 19×0.85

PCEpersonal income & outlays±0.9%12 of 19×0.80

CPROFcorporate profits±0.6%4 of 12×0.53

Bar = avg |move| to ±2% · tick = ±1.1% avg day · ×base = |move| ÷ ±1.1% · min 6 releases

Earnings history

EPS 2.35 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Oct 22 '26 · confirmed	2.35	—
Q2 FY26	Jul 23 '26 · confirmed	2.38	—
Q1 FY26	Apr 23 '26 · confirmed	2.34	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod