Gen Digital Inc. Common Stock Earnings Recaps
Q4 2026
May 9, 2026
Shares surged 16% as Gen reported accelerating revenue growth driven by strong bookings, improved cross-sell in its flagship Norton 360 product, and expanding financial wellness engagement, signaling confidence in the company’s evolving AI-powered platform and broader addressable market.
Key takeaways
- Fiscal year ’26 revenue surpassed $5 billion with +9% growth and bookings increased +10%, reflecting a notable acceleration from prior mid-single-digit trends.
- Cyber safety segment grew mid-single digits in Q4 and for the year, supported by 79 million customers and 10 consecutive quarters of subscriber growth.
- Norton 360 net promoter score nearly doubled year-over-year, aided by AI-driven personalization and integration with AI platforms like ChatGPT, driving differentiated engagement and cross-sell success.
- Trust-based solutions segment grew over 20% in key categories, with MoneyLion connected financial accounts rising 36% YoY to 107 million, illustrating progress in converting protection customers into financial decision-makers.
- Net leverage improved ahead of schedule to 3x, underscoring operational efficiency and disciplined capital deployment amid ongoing investment in AI-enabled capabilities.
Q3 2026
Feb 6, 2026
Gen achieved solid growth in Q3 FY2026, with a 14% increase in non-GAAP EPS and continued expansion of its paid customer base, underscoring the effectiveness of its AI-driven cyber safety platform.
Key takeaways
- Bookings growth remained robust with double-digit expansion in key offerings, particularly Norton 360 with LifeLock.
- The paid customer base surpassed 78 million, reflecting growing consumer trust in Gen's solutions.
- AI-driven threats are evolving rapidly; the company blocked over 45 million fraudulent online shop attempts in the last quarter, a 60% increase year over year.
- Gen launched a groundbreaking agent trust hub to enhance security for both human users and autonomous AI systems.
- The introduction of Norton NEO, a safe AI browser, highlights Gen's commitment to securing digital experiences in an increasingly AI-integrated landscape.