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21:00
Aug 06 ◎

GEN FY2027 Q1 Watch

Gen Digital Inc. (GEN) FY2027 Q1 Earnings Call

XAI.PVT EFX GEN ▾

Vincent Pilette

xAI's models are being co-architected into Gen's new agentic AI family assistant, validating xAI's technology for consumer trust and safety applications while giving xAI a distribution channel into Gen's user base.

"we recently launched the beta of Northern Family Assistant, co-architected with XAI and supported by multiple models, handling family and financial actions inside a Gen-controlled trusted envelope"

XAI.PVT WATCH

Vincent Pilette

The Equifax partnership is a key distribution channel for Gen's Enjin marketplace, potentially driving significant customer acquisition for its financial wellness and identity products.

"We are also extending our reach through strategic relationships with leading platforms such as Equifax, providing access to new audiences and additional high intent customer demand."

EFX WATCH

Vincent Pilette

Gen Digital raised its full-year guidance for both revenue and EPS after a quarter of double-digit growth across both segments, signaling increasing confidence in its multi-year growth strategy driven by embedded financial wellness and AI-powered protection.

"We are raising fiscal 2027 guidance to 9% to 11% revenue growth and 14% to 18% non-gaap EPS growth."

GEN WATCH

HIGH

21:00
May 07 ◎

GEN FY2026 Q4 Watch

Gen Digital Inc. (GEN) FY2026 Q4 Earnings Call

FTNT GEN CRWD ZS GOOGL ▾

Vincent Collette (Chief Executive Officer)

Management's commentary on the shift toward more sophisticated, AI-driven scams and fraud is a demand driver for their own Norton 360 and LifeLock tiers, indicating rising risk that benefits cybersecurity vendors with identity protection and financial wellness offerings. — The stated increase in AI-driven threats and financial scams supports secular growth for the broader cybersecurity industry, potentially benefiting peers with similar fraud and identity protection products.

"As AI-driven threats intensify, our portfolio is becoming increasingly relevant to our targeted audiences."

FTNT WATCH CRWD WATCH ZS WATCH

Nathalie (Chief Financial Officer)

Management's tone is confident and optimistic, guiding for continued double-digit growth in revenue and EPS, driven by momentum in both core cyber safety and trust-based solutions.

"We are entering fiscal 2027 with a stronger balance sheet, increased financial capacity, and multiple levers to drive shareholder value creation."

GEN WATCH

Vincent Collette (Chief Executive Officer)

The rapid growth in the 'engine' marketplace, which matches consumers with financial services and insurance providers, suggests strong demand for data-rich lead generation and programmatic matching, validating business models in financial technology and digital advertising. — This signals the effectiveness of aggregating consumer data to monetize through third-party offers, a model also used by large ad-tech platforms.

"The engine marketplace had another standout quarter, adding new partners across financial services and digital publishing..."

GOOGL WATCH META WATCH

HIGH

22:00
Feb 05 ◎

GEN FY2026 Q3 Watch

Gen Digital Inc. (GEN) FY2026 Q3 Earnings Call

EFX GEN ▾

Vincent Palette

Gen's 'NGIN' marketplace is expanding beyond its core use to partner platforms like Equifax's myequifax.com, which could significantly increase its transaction volume. — For Equifax, this is a new, potentially high-margin revenue stream from lead generation, underpinned by a scaled consumer platform.

"Yesterday, we announced an expanded partnership with Equifax, using Equifax differentiated data to enable enhanced alerts and insights for our customers across our entire portfolio."

EFX WATCH

Natalie Dursey

Management is raising full-year guidance, citing momentum, high single-digit pro forma growth, and disciplined cost management, signaling broad-based strength into FY2027.

"We are raising our revenue in EPS guidance again for fiscal 2026 based on our strong results and the momentum we're seeing."

GEN WATCH

HIGH

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