Education
About Us
Working with TipRanks
Follow Us
Gen Digital (GEN)
NASDAQ:GEN
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.65Last Year’s EPS
0.59Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive picture: robust top‑line growth (bookings +27% YoY, revenue +26% YoY), strong cash generation ($535M FCF), raised guidance, meaningful customer growth (78M+) and product/AI innovation (agent trust hub, Norton NEO). Notable challenges include a rapidly worsening threat environment (fake shop attacks +60% YoY, fake ads >40% of threats), modest core cyber safety revenue growth (3% YoY), ongoing investment needs that temper some margins, and outstanding refinancing and monetization uncertainties for AI agent protection. Overall, the positive operational and financial momentum outweighs the challenges, but management is balancing growth with continued investment and risk mitigation.Company Guidance
Strong bookings and revenue growth
Q3 bookings of $1.3B, up 27% year‑over‑year (10% pro forma); Q3 revenue of $1.2B, up 26% year‑over‑year (8% pro forma).
Paid customer base growth
Paid customers exceeded 78 million, up ~1 million sequentially; paid customer expansion across cyber safety, MoneyLion, and Engine channels.
EPS and profitability momentum
Non‑GAAP diluted EPS of $0.64 in Q3, up 14% year‑over‑year; operating income $629M representing a 51% operating margin; ninth consecutive quarter meeting/exceeding 12–15% EPS growth target.
Robust cash generation and capital returns
Generated $541M operating cash flow and $535M free cash flow in Q3; deployed nearly $700M to shareholders including $300M buybacks (11M shares repurchased), $300M debt repayment, and $77M regular dividend.
Improving leverage and liquidity
Ending cash balance $619M and total liquidity over $2.1B (including $1.5B revolver); net leverage reduced to 3.1x EBITDA and company targeting <3x by FY2027.
Raised full‑year guidance
Fiscal 2026 revenue guidance raised to $4.955B–$4.975B (from $4.92B–$4.97B); non‑GAAP EPS guidance raised to $2.54–$2.56; Q4 revenue guide $1.24B–$1.26B and EPS $0.64–$0.66.
Strong MoneyLion and marketplace performance
MoneyLion revenue grew nearly 40% in Q3 with record Instacash originations, strong RoarMoney deposits and card activity; Engine now processes >360M inquiries annually and saw record inquiries this quarter.
Product and AI innovation wins
Launched Norton NEO safe AI browser and Threat Labs' beta agent trust hub (agent safety marketplace); early adoption noted and integration of AI lifecycle agents and shared LLM frameworks across products.
Cyber safety and identity traction
Cyber safety bookings grew 5% YoY and revenue grew 3% YoY; higher‑tier Norton 360 with LifeLock offerings showing double‑digit growth; Norton membership conversion nearing 45% and Norton cross‑sell penetration >26%; LifeLock monitors nearly 50 million financial accounts (double‑digit growth).
GEN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $22.31 | $24.12 | +8.12% |
Nov 06, 2025 | $25.20 | $25.51 | +1.26% |
Aug 07, 2025 | $27.88 | $30.03 | +7.71% |
May 06, 2025 | $25.25 | $27.33 | +8.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gen Digital (GEN) report earnings?
Gen Digital (GEN) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Gen Digital (GEN) earnings time?
Gen Digital (GEN) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GEN EPS forecast?
GEN EPS forecast for the fiscal quarter 2026 (Q4) is 0.65.