Q2 2026 Gen Digital Inc Earnings Call Transcript
Key Points
- Gen Digital Inc (GEN) reported record revenue of over $1.2 billion, marking a 25% year-over-year increase.
- The company's consumer fintech business, Moneylion, delivered exceptional growth of 50%, contributing significantly to overall performance.
- Gen Digital Inc (GEN) maintained a strong non-GAAP operating margin above 50% and achieved a non-GAAP EPS of $0.62, up 15% year-over-year.
- The company is expanding its portfolio into secure financial wellness, leveraging its high-margin subscription model.
- Gen Digital Inc (GEN) is making significant progress in integrating AI across its operations, leading to tangible productivity gains and cost efficiencies.
- The rapidly evolving threat landscape, including AI-powered phishing and identity theft, poses ongoing challenges for consumers.
- Despite strong performance, the company faces risks and uncertainties that could cause actual results to differ materially from current expectations.
- The integration of Moneylion, while progressing well, requires careful management to avoid potential disruptions.
- Gen Digital Inc (GEN) did not engage in share buybacks during the open period due to high cash use in Q2.
- The company's guidance assumes current foreign exchange rates, but significant fluctuations in currency markets could impact financial results.
Good afternoon, everyone.
Thank you for standing by
My name is Lauren
And I'll be your conference operator today.
But this call is being recorded and all lines have been placed on mute to prevent any background noise.
After the speaker's remarks, there'll be a question-and-answer session.
At this time for opening remarks.
I would like to pass the call over to Jason Starr, head of investor relations.
Please go ahead.
Thank you, Lauren.
Good afternoon, everyone.
Welcome to enn's second quarter fiscal year 2026 earnings call.
Joining me today are Vincent Pullette, CEO, and Natalie Jersey, CFO.
As a reminder, there'll be a replay of this call posted on the investor relations website along with our slides and press release.
I'd like to remind everyone that during this call, all references to the financial metrics or non-GAAP and all growth rates are year over year, unless otherwise stated.
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