Reported Q: Q1 2026 Rev YoY: +30.3% EPS YoY: -24.1% Move: +1.44%
Gen Digital Inc
GEN
$24.60 1.44%
Exchange NASDAQ Sector Technology Industry Software Infrastructure
Q1 2026
Published: Aug 7, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for GEN

Reported

Report Date

Aug 7, 2025

Quarter Q1 2026

Revenue

1.26B

YoY: +30.3%

EPS

0.22

YoY: -24.1%

Market Move

+1.44%

Previous quarter: Q4 2025

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Earnings Highlights

  • Revenue of $1.26B up 30.3% year-over-year
  • EPS of $0.22 decreased by 24.1% from previous year
  • Gross margin of 78.8%
  • Net income of 135.00M
  • ""Norton Genie is now evolving from an AI-powered scam tool into a comprehensive cyber safety assistant, a strategic shift that reflects growing customer demand for broader digital protection."" - Vincent Pilette
GEN
Company GEN

Executive Summary

Gen Digital delivered a strong start to fiscal 2026, posting a Q1 with bookings and revenue growth exceeding initial expectations. Reported bookings rose ~32% year over year to $1.2 billion, and revenue rose ~30% to $1.26 billion. Management highlighted that an extra fiscal week contributed roughly 9 points to top-line growth, and the MoneyLion acquisition contributed 16 points, driving pro forma revenue growth of ~5% YoY when excluding the extra week and MoneyLion. The company now operates in two synergistic segments: Cyber Safety Platform (CSP), representing about two-thirds of revenue, and Trust-Based Solutions (TBS), about one-third. CSP delivered a robust 61% operating margin, while TBS delivered ~31%, helping Gen achieve a consolidated non-GAAP operating margin of ~52% and non-GAAP EPS of $0.64, up ~20% YoY. Gen raised its full-year revenue guidance by $100 million to $4.8–$4.9 billion and guided Q2 non-GAAP revenue of $1.18–$1.21 billion and non-GAAP EPS of $0.60–$0.62. The MoneyLion integration is progressing on plan with core infrastructure aligned; the first integrated Gen-MoneyLion product is targeted for launch in the fall. Management underscored AI-driven platform evolution (Gen stack, Norton Deepfake Detection, Norton Neo) and a broader AI-first strategy to sustain differentiation amid rising cyber threats. The combination of a large, recurring base (over 76 million paid customers including MoneyLion, ~68 million across direct/partner channels) and accelerating cross-sell opportunities supports a durable growth trajectory, while the company remains focused on reducing leverage toward sub-3x EBITDA by FY2027.

Key Performance Indicators

Revenue
Increasing
1.26B
QoQ: 24.46% | YoY: 30.26%
Gross Profit
Increasing
990.00M
78.76% margin
QoQ: 22.07% | YoY: 27.74%
Operating Income
Increasing
446.00M
QoQ: 6.95% | YoY: 7.21%
Net Income
Decreasing
135.00M
QoQ: -4.93% | YoY: -25.41%
EPS
Decreasing
0.22
QoQ: -4.35% | YoY: -24.14%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 1,257.00 0.22 +30.3% View
Q4 2025 1,010.00 0.23 +4.5% View
Q3 2025 986.00 0.26 +3.7% View
Q2 2025 974.00 0.26 +2.7% View
Q1 2025 965.00 0.29 +2.3% View