Gen Digital Inc. (GEN) Q4 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Gen Digital Inc..

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.836 of 27 percent as reported and up 9 percent pro forma. 00:00:04.836 -- 00:00:09.862 Four-year operating income was $2.5 billion, representing an operating margin of 51 00:00:09.862 -- 00:00:11.364 percent. 00:00:11.364 -- 00:00:15.028 Four-year EPS was $2.56, up 15 00:00:15.028 -- 00:00:19.213 percent year-over-year and at the high end of our guidance. 00:00:19.213 -- 00:00:24.338 We generated $1.5 billion in free cash flow, representing over 30 percent of revenue 00:00:24.338 -- 00:00:27.161 and up 26 percent year-over-year. 00:00:27.161 -- 00:00:31.842 We lowered our share count by 15 million shares and we have achieved three times net 00:00:31.842 -- 00:00:35.207 leverage a year ahead of schedule. 00:00:35.207 -- 00:00:39.994 We have exceeded expectations on all vectors and we are in a position of strength with 00:00:39.994 -- 00:00:44.097 great momentum heading into fiscal year 2027. 00:00:44.982 -- 00:00:50.290 Fiscal year 2026 was our seventh consecutive year of growth and reflects consistent execution 00:00:50.290 -- 00:00:54.797 in our core cyber safety business where we delivered on our mid single digit rate growth 00:00:54.797 -- 00:00:58.115 commitments laid out at our 2023 investor day. 00:00:58.115 -- 00:01:03.545 while also establishing trust-based solutions as a scaled, double-digit growth engine 00:01:03.545 -- 00:01:08.153 with an expanded portfolio, including secure financial wellness. 00:01:08.153 -- 00:01:13.283 In our cyber safety segment, bookings grew 5% and revenues grew 3% pro 00:01:13.283 -- 00:01:18.332 forma, while trust-based solutions delivered bookings growth of 24% 00:01:18.332 -- 00:01:22.856 and revenue growth of 23% pro forma. 00:01:23.005 -- 00:01:28.551 Segment margins were 61% for cyber safety a...