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Companies · GEN

GEN Reported this cycle

Gen Digital

Tempe, AZ Founded 1982 Cybersecurity

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Latest analysis

Updated Oct 29, 2026

Gen Digital Q2 FY2027: Trust-Based Solutions drives 12% revenue growth as agentic AI threat surface becomes a named risk factor for the first time

Gen Digital delivered $1.369 billion in Q2 FY2027 revenue, up 12% year-over-year, with Trust-Based Solutions (the MoneyLion-anchored Financial Wellness segment) accounting for $105 million of the $149 million revenue increase — confirming the post-acquisition growth thesis. The filing introduces agentic AI as an explicitly named, multi-dimensional attack vector for the first time, elevating it from background trend to disclosed operational risk. Gross margin compressed 200 basis points to 76% as partner revenue share costs in Trust-Based Solutions rose $55 million, flagging a structural cost dynamic investors must track as the segment scales.

Tone: mixed

Revenue

$5B

GEN 10-K · FY 2026

Employees

3,900

Revenue FY2025

$3.9B

Founded

1982

Profile

GEN 10-K Item 1 · May 21, 2026

Gen Digital is a global consumer cyber safety and financial wellness platform serving nearly 500 million users across more than 150 countries through brands including Norton, Avast, LifeLock, and MoneyLion. The company offers cybersecurity, online privacy, identity protection, and personal finance products delivered via direct, partner, and freemium channels. Its strategy centers on converging cyber safety and financial wellness into a single integrated platform.

Read filing description ↓

Gen Digital Inc. is a global leader in consumer Cyber Safety and Trust-Based Solutions, empowering people around the world to live safer digital lives while building confidence and control over their financial futures. Through its trusted brands including Norton, Avast, LifeLock, and MoneyLion, Gen helps people protect what matters most — their data, identity, privacy, reputation and financials — through award-winning cyber-security, online privacy, identity protection and financial wellness solutions used by nearly 500 million users in more than 150 countries. Today, digital life and financial life are increasingly intertwined, reshaping how people work, bank, shop, learn, connect and manage their households every day. Advances in cloud computing, mobile platforms, and artificial intelligence (AI) have expanded how consumers interact and transact online, and we expect technological advancements to continue to unlock new possibilities. At the same time, the expansion of consumers' digital footprint is increasing exposure to cyber risks. Cybercriminals are combining long-standing techniques such as phishing, vishing and smishing with data-driven social engineering, deepfakes, account-takeover attacks and abuse of generative-AI systems and AI agents to execute increasingly sophisticated scams, fraud and other attacks that target people's identities, privacy and finances. In this environment, we provide solutions designed to help consumers secure, control and manage their digital and financial lives. We are well-positioned to drive awareness and adoption of Cyber Safety and Trust-Based Solutions for individuals, families, and small businesses, fueled by an increasingly connected world.

Primary products

  • Norton 360
  • Avast One
  • LifeLock
  • MoneyLion
  • Engine by Gen
  • Norton Scam Protection

Business segments

Cyber Safety Platform Trust-Based Solutions

End markets

Consumer cyber safety Online privacy Identity protection Financial wellness Small business protection

Geographies

United States Czech Republic More than 150 countries

Named competitors

Apple Google Microsoft Bitdefender ESET F-Secure Kaspersky Malwarebytes
“We believe we compete effectively based on the strength of our technology, people, product offerings, and presence across the key Cyber Safety and Trust-Based Solutions categories.” Competitive position, as stated in the filing

Revenue commentary · FY 2026

Net revenues increased $1,065 million year-over-year, primarily driven by higher sales in both Cyber Safety Platform and Trust-Based Solutions, including $823 million attributable to the MoneyLion acquisition and $87 million from the additional week in fiscal 2026's first quarter.

The rest of GEN is for subscribers

Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 9 diligence answers 2 M&A transactions SWOT