Gen Digital Earnings Call Transcripts
Fiscal Year 2027
-
Q1 FY27 saw 11% revenue and bookings growth, 19% EPS growth, and record customer retention, driven by strong performance in both Cyber Safety and Trust-Based Solutions. FY27 guidance was raised for both revenue and EPS, with continued investment in AI, new products, and partner expansion fueling long-term growth.
Fiscal Year 2026
-
The meeting featured the election of nine directors, approval of the independent auditor, and a failed advisory vote on executive compensation. Voting results will be published online, and stockholders were encouraged to participate and submit questions.
-
Revenue and EPS reached record highs in FY26, with strong growth across Cyber Safety and Trust-Based Solutions. FY27 guidance calls for 8%-10% revenue growth and mid-teens EPS growth, driven by AI innovation, cross-segment synergies, and robust capital allocation.
-
The business has transformed by integrating financial wellness and AI-driven solutions into its Cyber Safety platform, achieving rapid user and revenue growth. MoneyLion’s acquisition accelerated financial health offerings, while robust margins and disciplined M&A support ongoing innovation and global expansion.
-
Q3 delivered record revenue and bookings, with 14% EPS growth and robust free cash flow. Fiscal 2026 guidance was raised for both revenue and EPS, supported by strong MoneyLion and Engine performance, continued AI innovation, and disciplined capital allocation.
-
Q2 saw record revenue and strong growth across all segments, with MoneyLion up 50% and robust customer expansion. Guidance for fiscal 2026 was raised, reflecting continued momentum, high margins, and strong free cash flow.
-
Q1 fiscal 2026 delivered strong growth, with revenue up 30% and EPS up 20% year-over-year, driven by robust performance in both core and MoneyLion businesses. Guidance for fiscal 2026 was raised, reflecting confidence in continued double-digit growth and successful integration of MoneyLion.
Fiscal Year 2025
-
The conference highlighted strong growth in both core and Moneyline businesses, with strategic integration of financial wellness and cybersafety. Moneyline's marketplace and PFM tools are driving high-margin opportunities, and ongoing innovation is expected to further boost revenue and margins.
-
A unified cyber safety and financial wellness platform is emerging, powered by AI, data, and the integration of MoneyLion. The business leverages a two-sided marketplace, robust product suite, and strong operational discipline to drive growth, customer engagement, and international expansion.
-
Fiscal 2025 saw record revenue, EPS, and customer growth, with strong operating margins and robust cash flow. The MoneyLion acquisition expands the business into financial wellness, supporting a 6%-8% revenue growth outlook for FY26 and continued margin strength.
-
Q3 delivered 4% revenue growth and 15% EPS growth, with record direct customers and strong retention. Guidance for FY25 was raised, and the pending MoneyLion acquisition is set to expand financial wellness offerings and market reach.
-
Q2 saw 5% bookings growth and 16% EPS growth, with record customer additions and strong demand for identity protection after a major data breach. Guidance for FY25 was raised, reflecting confidence in continued growth and innovation in AI-driven security solutions.
-
Q1 FY25 saw strong Cyber Safety bookings and record customer growth, with EPS up 15% in constant currency. Guidance for FY25 is reaffirmed, with continued focus on innovation, global expansion, and disciplined capital allocation.