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Sentiment · FY2026 Q4
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Our USIS B2C business remains on offense entering into an expanded relationship with Gen Digital providing our differentiated data their engine by Gen marketplace.”
Equifax expanded its B2C data relationship with Gen Digital, feeding differentiated data into Gen's 'engine by Gen' marketplace.
“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.”
Gen expanded a two-way partnership with Equifax, consuming Equifax data for consumer alerts while powering personalized offers on myequifax.com via Gen's Engine marketplace.
“powered by Snapdragon X to our partnership with Qualcomm and support for Intel and AMD is coming later this year”
Gen plans to extend on-device deepfake detection support to AMD platforms later this year.
“powered by Snapdragon X to our partnership with Qualcomm and support for Intel and AMD is coming later this year”
Gen plans to extend on-device deepfake detection support to Intel platforms later this year.
“powered by Snapdragon X to our partnership with Qualcomm and support for Intel and AMD is coming later this year”
Gen's on-device deepfake scam detection runs on Snapdragon X via a Qualcomm partnership, a positive read-through for Qualcomm's AI PC platform.
“We closed MoneyLion in April, and it is off to a strong start”
Gen closed its MoneyLion acquisition in April; MoneyLion revenue grew 45% pro forma, anchoring Gen's new financial-wellness segment.
“ultimately led to the acquisition of MoneyLion, which closed a couple of weeks ago. This transaction expands our TAM, accelerates our entry into a financial wellness market, and further enables us to address new consumer needs to accelerate growth.”
Gen closed its acquisition of MoneyLion in April 2025, expanding into financial wellness and cross-selling MoneyLion's banking/investing marketplace to Gen's 65 million-plus paid customers.
“we recently teamed up with Qualcomm at CES to showcase an early preview of how AI-powered scam detection can be integrated into Neural Processing Units or NPUs embedded into smartphones.”
Gen Digital partnered with Qualcomm to demo on-device AI-powered scam detection leveraging Qualcomm's NPUs in smartphones, aimed at detecting deepfakes while keeping user data private.
“in December we announced the acquisition of MoneyLion in order to strengthen and accelerate our financial wellness offerings. This transaction enables us to offer a complete set of personal financial management tools, enhances our AI and personalization capabilities, diversify our customer base with consumer in earlier stage of their financial lives, more than doubled our addressable market to over 50 billion and finally reinforces our long-term financial model.”
Gen Digital announced the pending acquisition of fintech MoneyLion in December 2024 for roughly $1 billion cash plus stock, aiming to add personal financial management tools and more than double its addressable market to over $50 billion.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Saket Kalia | Barclays | 11 (0%) |
| Dan Bergstrom | RBC Capital Markets | 10 (0%) |
| Roger Boyd | UBS | 9 (0%) |
| Andy Nowinski | Wells Fargo | 8 (0%) |
| Tomer Zilberman | Bank of America | 7 (14%) |
| Meta Marshall | Morgan Stanley | 6 (0%) |
| Rob Coolbrith | Evercore ISI | 6 (0%) |
| Joe Gallo | Jefferies | 6 (0%) |
| Peter Levine | Evercore ISI | 3 (0%) |
| Hamza Fodderwala | Morgan Stanley | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 2 | 13 (0%) |
| RBC Capital Markets | 2 | 12 (0%) |
| Wells Fargo | 2 | 10 (0%) |
| Morgan Stanley | 2 |
Revenue grew 26% reported with EPS of $0.64 up 14% as Gen Digital delivered its third consecutive guidance raise and ninth consecutive quarter at or above 12-15% EPS growth. The Agent Trust Hub launched as what management called the world's first AI agent safety marketplace, and MoneyLion grew nearly 40% with its engine processing 360 million annual inquiries. Cyber safety bookings grew 5% with membership conversion nearing 45%.
M&A | Subscriber Growth | Revenue Growth | Demand | Product Launch | Pricing | Cloud & AI | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 1 | 3 | 1 | 2 | 1 | 1 | |
| 2025Q3 | 2 | 4 | 1 | 1 | 2 | 3 | 1 | |
| 2025Q4 | 3 | 1 | 4 | 1 | 1 | |||
| 2026Q1 | 6 | 2 | 3 | 2 | 1 | 1 | 1 | |
| 2026Q2 | 5 | 3 | 3 | 3 | 3 | 1 | 1 | |
| 2026Q3 | 3 | 3 | 2 | 2 | 1 | 2 | 2 | 1 |
| 2026Q4 | 5 | 2 | 3 | 1 | 1 | 3 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| M&A | 2 | 3 | 6 | 5 | 3 | 5 | |
| Subscriber Growth | 5 | 4 | 1 | 2 | 3 | 3 | 2 |
| Revenue Growth | 1 | 1 | 4 | 3 | 3 | 2 | 3 |
| Demand | 3 | 1 | 1 | 2 | 3 | 2 | |
| Product Launch | 1 | 2 | 1 | 3 | 1 | 1 | |
| Pricing | 2 | 3 | 1 | 2 | |||
| Cloud & AI | 1 | 1 | 1 | 1 | 2 | 1 | |
| Margin | 1 | 1 | 1 | 1 | 3 |
| 9 (0%) |
| Evercore ISI | 2 | 9 (0%) |
| UBS | 1 | 9 (0%) |
| Bank of America | 1 | 7 (14%) |
| Jefferies | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GEN Gen Digital | 6 | +27.0% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |