Gen Digital Inc. Contingent Value Rights · GENVR · FY2027 Q2 · Calendar Q4 2026
Gen Digital raises FY2027 guidance as revenue and bookings grow
The quarter supports a constructive operating thesis: resilient demand for cyber safety and financial-wellness products, partner-channel expansion, and AI-enabled efficiency supported growth and a guidance raise. The main tests are adoption of new AI products, conversion of the employee-benefits pipeline, and the margin profile as Trust-Based Solutions expands.
Earnings scorecard
Reported versus consensusMarket reaction
close-to-close (session unavailable)Ask FN2 about GENVR FY2027 Q2
Transcript, numbers and history already loadedFree account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management again raised full-year guidance and reported continued double-digit growth, while emphasizing a larger partner channel, record paid customers, and broader AI-native product deployment. New concerns center on Safe AI and Agent Trust Hub adoption, Financial Wellness synergies, and future Trust-Based Solutions margins.
Guidance delta
Full-year revenue and EPS guidance was raised to $5.465-$5.515bn and $2.93-$2.98, respectively.
Key takeaways
- Revenue grew 12% to $1.37bn, bookings increased 10%, and non-GAAP EPS rose 19% year over year.
- Cyber Safety margin was 62%, while blended margin remained 50%.
- The partner channel contributed $295m, grew 40%, and represented more than 20% of total revenue.
- Management highlighted AI-driven efficiencies, with 75% of code AI-written.
- Paid customers reached a record 83 million.
Management priorities
- Redesign Norton 360 with Next-Gen VPN, scam protection, and Safe AI.
- Scale MoneyLion with a focus on monthly active users and higher-income cohorts.
- Expand Genie and other AI-native products, including Norton Neo and Norton Family Assistant.
- Roll out Agent Trust Hub to consumer devices and integrate it with agentic AI tools.
- Continue expanding partner and employee-benefits channels.
Follow GENVR with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeCompany context
Snapshot as of publicationGENVR represents Contingent Value Rights (CVRs) issued by Gen Digital Inc. in connection with its acquisition of MoneyLion. Each CVR offers its holder the potential to receive a conditional payment of $23.00, payable in shares of Gen common stock. This payment is triggered if Gen's average volume-weighted share price (VWAP) reaches or surpasses $37.50 and maintains that level for 30 consecutive trading days, all within 24 months after the closing date of the acquisition.
Technology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MSFT Microsoft Corporation | FY2027 Q1 · Calendar Q4 2026 | +3.8% | -0.1% | Microsoft: Cloud acceleration strengthens the AI investment case |
| GRMN Garmin Ltd. | FY2026 Q3 · Calendar Q4 2026 | +14.5% | -5.8% | Garmin raises 2026 outlook after record Q3; costs remain a risk |
| TEL TE Connectivity plc | FY2026 Q4 · Calendar Q4 2026 | +2.3% | -1.8% | TE Connectivity: AI infrastructure and backlog support FY2027 growth |
| ADP Automatic Data Processing, Inc. | FY2027 Q1 · Calendar Q4 2026 | +1.8% | -2.6% | ADP raises FY27 outlook as AI and Lyric expansion accelerate |
| UMC United Microelectronics Corporation | FY2026 Q3 · Calendar Q4 2026 | -8.7% | -3.2% | UMC reports strong Q3 as AI capacity investment accelerates |
| FLEX Flex Ltd. | FY2027 Q2 · Calendar Q4 2026 | — | +11.6% | Flex raises FY2027 outlook as AI infrastructure demand drives growth |
Latest beats and misses
Who reports nextBeat on EPS
- CLHFY2026 Q3 · October 28, 2026+20.6% EPS+0.1% move
- GSKFY2026 Q3 · October 28, 2026+10.5% EPS-4.3% move
- FERFY2026 Q3 · October 27, 20260.0% EPS+7.3% move
- F-PDFY2026 Q3 · October 28, 2026+19.5% EPS— move
- MSFTFY2027 Q1 · October 28, 2026+3.8% EPS-0.1% move
- PSXFY2026 Q3 · October 28, 2026+20.0% EPS+1.9% move
Missed on EPS
- MGMFY2026 Q3 · October 28, 2026-405.6% EPS-2.6% move
- CVNAFY2026 Q3 · October 28, 2026-11.6% EPS-0.3% move
- GOOGMFY2026 Q3 · October 28, 2026-29.6% EPS+1.0% move
- GOOGLFY2026 Q3 · October 28, 2026-28.6% EPS+1.3% move
- GOOGNFY2026 Q3 · October 28, 2026-29.8% EPS+1.0% move
- UMCFY2026 Q3 · October 28, 2026-8.7% EPS-3.2% move
Get the GENVR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-29T04:10:33.270458+00:00
- FN2 earnings calendar · 2026-10-29T01:23:20.584741+00:00
- Polygon adjusted daily market bars · 2026-10-29T07:50:43.920425+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-29. For educational purposes only; not investment advice.