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Sentiment · FY2027 Q1
Gen Digital crossed $5 billion in annual revenue for the first time with FY2026 EPS of $2.56 up 15%, marking the tenth consecutive EPS beat. MoneyLion approached $1 billion in annual revenue with 40%+ growth, and total paid customers reached 79 million. New FY2027 guidance of $5.325-$5.425 billion revenue and $2.85-$2.95 EPS was introduced, targeting 8-10% pro forma revenue growth, with net leverage reaching 3x a full year ahead of schedule.
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 |
| 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 | 13 (0%) |
| Dan Bergstrom | RBC Capital Markets | 12 (0%) |
| Roger Boyd | UBS |
| Joe Gallo | Jefferies | 8 (0%) |
| Meta Marshall | Morgan Stanley | 8 (0%) |
| Rob Coolbrith | Evercore ISI | 8 (0%) |
| Andy Nowinski | Wells Fargo | 8 (0%) |
| Tomer Zilberman | Bank of America | 7 (14%) |
| Rick Poland | Wells Fargo | 4 (0%) |
| Peter Levine | Evercore ISI | 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 | 15 (0%) |
| RBC Capital Markets | 2 | 14 (0%) |
| Wells Fargo | 2 | 12 (0%) |
| Morgan Stanley | 2 | 11 (0%) |
| Evercore ISI | 2 | 11 (0%) |
| UBS | 1 | 9 (0%) |
| Jefferies | 1 | 8 (0%) |
| Bank of America | 1 | 7 (14%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $974M | +3.1% | $0.26 | +13.0% | 80.1% | 41.3% | 16.5% | $156M |
| FY2025 Q3 | $986M | +4.0% | $0.26 | +18.2% | 80.4% | 37.9% | 16.1% | $318M |
| FY2025 Q4 | $1.01B | +4.4% | $0.23 | +9.5% | 80.3% | 41.3% | 14.1% | $470M |
| FY2026 Q1 | $1.26B | +30.3% | $0.22 | -24.1% | 78.8% | 35.5% | 10.7% | $405M |
| FY2026 Q2 | $1.22B | +25.3% | $0.21 | -19.2% | 78.2% | 35.9% | 11.0% | $107M |
| FY2026 Q3 | $1.24B | +25.8% | $0.31 | +19.2% | 74.0% | 35.8% | 15.5% | $535M |
| FY2026 Q4 | $1.28B | +27.0% | $0.84 | +265.2% | 74.3% | 63.4% | 39.9% | $476M |
| FY2027 Q1 | $1.34B | +6.3% | $0.36 | +63.6% | 77.0% | 33.2% | 16.1% | $430M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $3.34B | +19.4% | $2.12 | +50.4% | 82.4% | 36.8% | 40.4% | $751M |
| FY2024 | $3.80B | +13.9% | $0.95 | -55.2% | 80.8% | 29.3% | 16.0% | $2.04B |
| FY2025 | $3.94B | +3.5% | $1.04 | +9.5% | 80.3% | 40.9% | 16.3% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What GEN and other companies said about each other on FY2026 Q4 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In fact, we are working with all frontier model providers, including OpenAI, Anthropic, xAI, Microsoft, and Google to advance our mission of protecting and delivering the trust layer to hundreds of millions of consumers.”
Gen counts Google among the frontier model providers it works with to build its consumer AI trust layer.
“Since launching the Agent Trust Hub, we've expanded through partners like Vercel, strengthened privacy by masking agent's IP addresses similar to a VPN and integrated agent protection directly into millions of Norton 360 users.”
Gen expanded its Agent Trust Hub through partners including Vercel as part of its agent-security push.
“we added a fully embedded insurance marketplace technology and expanded Engine into a high-value vertical through the Trellis acquisition.”
Gen acquired Trellis to add embedded insurance marketplace technology and expand its Engine marketplace into insurance.
“First, as announced in February, Equifax is embedding Engine into myequifax.com, delivering personalized financial recommendations to consumers actively checking their credit.”
Equifax is embedding Gen's Engine into myequifax.com to deliver personalized financial recommendations to consumers checking their credit.
“Second, Engine is now the multi-category financial offer provider within Microsoft Copilot Discovery feeds and MSN AI, live with credit cards and deposits and expanding to mortgages, loans and insurances.”
Gen's Engine marketplace is now the multi-category financial offer provider within Microsoft Copilot Discovery feeds and MSN AI.
“And today, we joined OpenAI's Trusted Access for Cyber and we will start leveraging the advanced defense capabilities of their latest GPT-5.5.”
Gen joined OpenAI's Trusted Access for Cyber program and will leverage GPT-5.5's advanced defense capabilities.
“We also announced a partnership with xAI, whose models will power new AI native products we are co-architecting, including a digital concierge for Norton subscribers launching this summer.”
Gen partnered with xAI, whose models will power co-architected AI-native products including a digital concierge for Norton subscribers.
| $1.21B |
| FY2026 | $5.00B | +27.1% | $1.58 | +51.9% | 76.3% | 42.8% | 19.5% | $1.52B |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GEN Gen Digital | 6 | +27.0% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| 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 | 9 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +65.5% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.9% |