Earnings summaries and quarterly performance for Gen Digital.
Executive leadership at Gen Digital.
Board of directors at Gen Digital.
Research analysts who have asked questions during Gen Digital earnings calls.
Saket Kalia
Barclays Capital
7 questions for GEN
Dan Bergstrom
RBC Capital Markets
6 questions for GEN
Roger Boyd
UBS
6 questions for GEN
Andrew Nowinski
Wells Fargo
5 questions for GEN
Tomer Zilberman
Bank of America
5 questions for GEN
Hamza Fodderwala
Morgan Stanley
2 questions for GEN
Joseph Gallo
Jefferies & Company Inc.
2 questions for GEN
Meta Marshall
Morgan Stanley
2 questions for GEN
Robert Coolbrith
Evercore ISI
2 questions for GEN
Robert Ottenstein
Evercore ISI
2 questions for GEN
Matthew Hedberg
RBC Capital Markets
1 question for GEN
Peter Levine
Evercore ISI
1 question for GEN
Recent press releases and 8-K filings for GEN.
- Gen Digital is the leader in consumer cybersafety with 77 million paid customers and 200 million active users across Norton, Avast, LifeLock and Moneyline.
- In Q2, bookings and revenue grew 25–27%, marking eight consecutive quarters of double-digit EPS growth and 4–5% core business growth over four quarters; Moneyline rose nearly 50% in H1.
- The Moneyline acquisition (closed six months ago) combines PFM tools (~60% of segment) and the Engine marketplace (~40%), with the marketplace growing over 50% for three consecutive quarters.
- Moneyline’s operating margin improved from 14–15% pre-acquisition to 20–22%, while Gen Digital generated $200 million of incremental H1 revenue and plans balanced capital allocation—including share buybacks and debt paydown—supporting its 12–15% EPS growth target.
- Gen Digital, provider of consumer cybersafety solutions (brands Norton, Avast, LifeLock), serves 77 million paid customers and 200 million active users, and has expanded into embedded financial wellness via the Moneyline acquisition in June 2025.
- In Q2 FY2025, Gen reported 25–27% year-over-year bookings and revenue growth, marking its eighth consecutive quarter of double-digit EPS growth; core business achieved 4–5% organic growth for four straight quarters despite Moneyline integration.
- Moneyline’s PFM platform and embedded marketplace (“Engine”) have grown over 50% for three consecutive quarters, with the marketplace now representing 60% of its revenue mix; Gen aims to leverage its 77 million customer base for cross-selling.
- Gen expects Moneyline to exit 2025 growing ~30% annually, with continued core growth, strong free cash flow, integration synergies (operating margin improving from ~15% to 20–22%), and opportunistic share buybacks; note an $85 million revenue benefit from an extra fiscal week in FY2025.
- Full-year FY2026 revenue guidance raised to $4.92–$4.97 billion (+25–26% YoY) and non-GAAP EPS to $2.51–$2.56 (12–15% YoY growth).
- Q3 FY2026 revenue and EPS outlook set at $1.22–$1.24 billion and $0.62–$0.64, reflecting 12–15% growth.
- Ended Q2 with net leverage at 3.2× EBITDA after $160 million debt repayment; returned $77 million to shareholders via dividend (12.5 ¢ per share).
- CEO outlined AI-driven integration across cybersecurity and financial wellness platforms, highlighting MoneyLion engine enhancements and the Norton Neo browser as a personalized assistant.
- Annual guidance was raised by $95 million at the midpoint of the prior range, underpinned by strong first-half performance.
- Generated $1.2 billion in Q2 FY26 revenue, up 25% YoY, and delivered non-GAAP EPS of $0.62, up 15%.
- Achieved a non-GAAP operating margin of 51% overall (cybersafety 61%, trust-based solutions 30%).
- Expanded customer base to 77 million, adding approximately 1 million sequentially.
- Raised FY26 guidance to $4.92–$4.97 billion in revenue (+25–26% YoY) and $2.51–$2.56 in non-GAAP EPS.
- Gen Digital delivered $1.22 B in Q2 revenue, up 25% Y/Y (10% pro-forma), with bookings of $1.222 B, up 27% Y/Y.
- Non-GAAP EPS was $0.62, marking eight consecutive quarters of double-digit EPS growth and up 15% Y/Y.
- Cyber Safety Platform revenue reached $814 M (+3% Y/Y) with a 61% operating margin; Trust-Based Solutions revenue was $406 M (+119% Y/Y) with a 30% margin.
- Raised FY26 guidance to $4.92–$4.97 B in revenue (25–26% Y/Y) and $2.51–$2.56 EPS (13–15% Y/Y).
- Gen Digital reported Q2 FY26 GAAP revenue of $1.22 billion (25% YoY), GAAP operating income of $438 million (9% YoY) and GAAP diluted EPS of $0.21 (down 17%).
- On a non-GAAP basis, Q2 bookings were $1.222 billion (27% YoY), operating income was $623 million (10% YoY) and diluted EPS was $0.62 (up 15%).
- The company raised its FY26 non-GAAP revenue guidance to $4.92 billion–$4.97 billion (from $4.8B–$4.9B) and non-GAAP EPS to $2.51–$2.56.
- Gen declared a $0.125 per share quarterly cash dividend payable December 10, 2025, to shareholders of record November 17, 2025.
- Gen Digital delivered record Q2 FY26 GAAP revenue of $1,220 million (up 25% year-over-year) and non-GAAP EPS of $0.62 (up 15%).
- GAAP operating income was $438 million (up 9%) and non-GAAP operating income was $623 million (up 10%).
- Q3 FY26 non-GAAP guidance set at $1.22–1.24 billion in revenue and $0.62–$0.64 in EPS.
- Raised fiscal 2026 non-GAAP revenue guidance to $4.92–4.97 billion and EPS guidance to $2.51–$2.56.
- Declared a quarterly cash dividend of $0.125 per share, payable December 10, 2025.
- Total revenue was $55.0 million, up 2.2% year-over-year for the quarter ended June 30, 2025.
- Loss from operations of $1.9 million (3.4% of revenue) and restaurant-level adjusted EBITDA of $9.0 million (16.3% margin) in Q2 2025.
- Cash and cash equivalents of $9.6 million at June 30, 2025; no material long-term debt and $20.0 million available on credit line.
- Expanded to 52 locations—including its first in South Korea—with seven new openings in H1 2025 and two more in July; on pace for 12–13 new restaurants by year-end.
- Paid its first dividend of $0.03 per share during the second quarter.
- Highlights from Q2 2025: Gen blocked 1 million fake pharmacy attacks, reported a 21% rise in data breaches, a 340% jump in financial scams, and a 100% increase in sextortion scams.
- Gen uncovered and cracked the first known AI-powered ransomware strain “FunkSec,” releasing a free decryptor to help victims recover files without paying.
- Financial and tech support scams on Facebook surged, with deceptive ads driving many attacks and 14% of blocked Facebook threats linked to tech support fraud.
- Threats to small businesses intensified, led by infostealers, exploits, and remote-access tools; malicious push notifications spiked 317% and remote access attacks grew 62%.
- Peter Feld resigned from Gen Digital’s Board of Directors effective May 15, 2025, ending his service that began in 2018, marking a pivotal transition in leadership.
- John Chrystal was appointed as a new board member, bringing extensive fintech and financial services experience to support the company’s evolving focus on financial wellness.
Quarterly earnings call transcripts for Gen Digital.
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