Reported results
- Revenue: $443 million (GAAP) for Q3 2026, compared to $419 million for Q3 2025, an increase of 5.7%
- Operating income: $296 million (GAAP) for Q3 2026, compared to $284 million for Q3 2025
- Net income: $213 million (GAAP) for Q3 2026, compared to $213 million for Q3 2025
- Diluted EPS: $2.35 (GAAP) for Q3 2026, compared to $2.27 for Q3 2025
- .com and .net domain name registrations: 182.5 million as of September 30, 2026, a 6.1% increase year-over-year
- Cash, cash equivalents and marketable securities: $476 million as of September 30, 2026, a decrease of $104 million from December 31, 2025
Notes
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. Cash flow from operations was $268 million for Q3 2026, compared to $308 million for Q3 2025. Deferred revenues as of September 30, 2026, totaled $1.46 billion, an increase of $79 million from year-end 2025.
Price and volatility reaction
The stock moved -1.4% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -7.3 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 304.59 | 2026-10-22 |
| Close after release | 300.32 | 2026-10-23 |
| Realised move | -1.4% | close to close |
| 30d ATM IV change | -7.3 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-22 (8-K, Item 2.02). Read the original filing on sec.gov.
