Gen Digital Inc. · GEN · Next earnings

Gen Digital Inc. reports Thursday, Nov 5, 2026

GEN reports after market close with consensus EPS at $0.72 and revenue at $1.34B. Last quarter: Gen Digital Closes Fiscal 2026 With Record Revenue and Raised FY27 Outlook

Reports After market close46 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.72 Calendar consensus
Consensus revenue $1.34B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 46 days away

Where GEN left off: FY2026 Q4

Full report

Gen Digital Closes Fiscal 2026 With Record Revenue and Raised FY27 Outlook

EPS surprise +3.1% Reported $0.67 vs $0.65
Revenue surprise +3.0% Reported $1.28B vs $1.25B
Stock move +12.3% Event window
Subsequent drift +14.0% Up to 20 sessions

Management raised FY27 guidance to 8-10% revenue growth and mid-teens EPS growth. The prior quarter had already lifted full-year FY2026 revenue guidance to $4.955-$4.975B and EPS to $2.54-$2.56; the company ultimately exceeded that with revenue above $5B and EPS of $2.56. The FY27 raise is underpinned by expected AI-driven operating efficiencies, MoneyLion synergy benefits, and approximately $100 million of incremental annual revenue from embedded financial-wellness partner expansion beginning H2 FY27.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential margin compression from AI model licensing costs and lower gross margins on AI-related services.
  • Dependence on third-party large language model providers (OpenAI, xAI) for core AI capabilities.
  • Mobile adoption and direct-billing rollout may require time to capture the full opportunity.
  • Competitive pressure in consumer cybersecurity and fintech from established and emerging players.
  • Integration and synergy execution risk with MoneyLion and other recent acquisitions.

Questions analysts left open

  • Depth of mobile app penetration and the opportunity for direct-billing.
  • Gross margin impact of partnering with frontier AI models.
  • Sustainability of MoneyLion growth versus broader market benchmarks.
  • Future operating margin trajectory as Trust-Based Solutions scales.
  • Capital allocation mix for free cash flow in FY27.

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Recent GEN quarters

All GEN earnings
+12.3%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.