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.
- 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.
- Record FY2025 Performance: GAAP revenue of $3,935M and operating income of $1,610M, reflecting accelerated growth.
- Q4 Highlights: GAAP revenue reached $1.01B with operating income of $417M, operating margin of 58.4%, and quarterly diluted EPS of $0.59.
- Fiscal 2026 Guidance: Full-year revenue projected between $4.7–$4.8B and EPS between $2.46–$2.54, underscoring a robust outlook amid uncertainties.
- Q1 Non-GAAP Outlook: Expected revenue between $1,180M–$1,210M and EPS between $0.59–$0.61.
- Strategic Moves: Record annual bookings of $4B and the acquisition of MoneyLion bolster its shift into comprehensive digital and financial solutions.
- Capital Management: Maintained strong liquidity with over $1B in Q4 cash, issuing $950M in senior notes and repaying a $1.1B note.
- Dividend Declaration: Approved a regular quarterly cash dividend of $0.125 per share.
- Merger Completion: On April 17, 2025, Gen Digital Inc. successfully completed its merger with MoneyLion Inc., making MoneyLion a wholly owned subsidiary .
- Equity Transaction: The deal includes converting in-the-money options, restricted stock units, and performance units into rights and cash considerations with a $82.00 per share cash payment, plus an additional contingent value right for $23.00 in Gen common stock .
- Credit Facility Amendment: The company secured a $750M Second Amendment Incremental Term B Loan with key support from Wells Fargo Bank .
- Strategic Expansion: This move strengthens Gen Digital’s leadership in financial wellness and expands its global digital and cybersecurity offerings by integrating MoneyLion’s financial capabilities .
Quarterly earnings call transcripts for Gen Digital.
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