GE

Gen Digital Inc. Common Stock Earnings Recaps

GEN Information Technology 3 recaps
Next earnings: November 5, 2026 (estimated) · full calendar
Q1 2027 Aug 8, 2026

The stock reacted positively, rising 4.4%, driven by better-than-expected revenue growth and a strong margin profile, supported by accelerating demand across both Cyber Safety and Trust-Based Solutions segments.

Key takeaways
  • Bookings and revenue grew 11% year-over-year, surpassing previous guidance.
  • Non-GAAP EPS increased 19%, reflecting operational leverage and disciplined cost management.
  • Paid customers exceeded 80 million, marking the 11th consecutive quarter of sequential growth.
  • Cyber Safety segment sustained mid-single-digit growth with margins above 50%, boosted by deployment of AI-driven products like Norton’s Financial Scan.
  • Trust-Based Solutions bookings expanded 25%, driven by higher-tier plan adoption and strong retention (90% retention, NPS above 70).
Full recap
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.
Full recap
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.
Full recap

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