Gen's Q4 2025: Unpacking Contradictions in Customer Acquisition, Revenue Growth, and Strategic Integration

None



Strong Financial Performance and Growth:
- Gen Digital Inc. reported record non-GAAP EPS of $2.22 for fiscal 2025, a 15% year-over-year increase, and achieved a non-GAAP operating margin of 58.4%.
- The growth was driven by strong top-line growth, broad-based offerings, and operational efficiencies, supported by a record non-GAAP operating margin.

Cyber Safety Platform Enhancements:
- The company launched Genie Scam Protection across its Northern Cyber Safety products, resulting in a boost of scam detection efficacy by up to tenfold since its release.
- This advancement in AI-powered threat detection and defense is aimed at providing proactive protection and education to customers in the face of evolving digital threats.

Identity and Financial Wellness Expansion:
- Gen's Identity Theft Protection products and solutions saw increased demand, with notable growth in LifeLock following major breaches, and the acquisition of MoneyLion expanded Gen's offerings into financial wellness.
- The acquisition enables Gen to leverage MoneyLion's technology and marketplace, providing customers with additional financial insights and services, and enhancing overall customer value.

Direct Customer Growth and Geographic Expansion:
- Gen grew its direct customer count by 1.3 million, reaching over 40 million direct paid customers, with nearly 45% having comprehensive cyber safety memberships.
- Geographic and channel expansion, particularly in identity and privacy products, and increased membership adoption contributed to this growth, driven by enhanced product offerings and customer acquisition strategies.

{}