Reported Q: Q3 2025 Rev YoY: +3.7% EPS YoY: +18.2% Move: +1.44%
Gen Digital Inc
GEN
$24.60 1.44%
Exchange NASDAQ Sector Technology Industry Software Infrastructure
Q3 2025
Published: Jan 31, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for GEN

Reported

Report Date

Jan 31, 2025

Quarter Q3 2025

Revenue

986.00M

YoY: +3.7%

EPS

0.26

YoY: +18.2%

Market Move

+1.44%

Previous quarter: Q2 2025

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Earnings Highlights

  • Revenue of $986.00M up 3.7% year-over-year
  • EPS of $0.26 increased by 18.2% from previous year
  • Gross margin of 80.4%
  • Net income of 159.00M
  • ""Q3 was another quarter of solid execution, innovating on the most comprehensive Cyber Safety portfolio for consumers, while delivering profitable growth."" - Vincent Pilette, CEO
GEN
Company GEN

Executive Summary

Gen Digital reported QQ3 2025 revenue of $986 million, up 4% year over year (YoY) and 4% in constant currency, marking the 22nd consecutive quarter of growth. The direct business generated $869 million (up 4%), with direct ARPU of $7.27 and a direct retention rate of approximately 77.5%. GAAP net income was $159 million and diluted EPS was $0.26, up 15% YoY. The company reiterated a disciplined investment stance, highlighted strong cash flow generation ($326 million operating cash flow; $318 million free cash flow), and continued to shift capital toward growth initiatives and share repurchases, while signaling a refinancing plan for 2025 debt. Management underscored a multi-quarter growth flywheel driven by cross-sell into Norton 360/LifeLock, expanded privacy and identity solutions, and a broader AI-enabled platform (Gen Stack and Genie) that improves threat detection, personalization, and upsell opportunities. Management also announced the pending MoneyLion acquisition, which expands the total addressable market to over $50 billion and introduces a financial wellness dimension to the Cyber Safety platform, with expected synergies via back-end PFMs, embedded marketplaces, and richer data capabilities for AI. The outlook remains constructive: FY25 revenue guidance raised to $3.915–$3.93 billion (≈4% Cyber Safety growth at midpoint), and non-GAAP net income per share guidance of $2.20–$2.22 for the year. Near-term catalysts include Gen Genie integration into Norton 360, broader international mobile adoption of Norton 360, and ongoing Gen Stack migration.

Key Performance Indicators

Revenue
Increasing
986.00M
QoQ: 1.23% | YoY: 3.68%
Gross Profit
Increasing
793.00M
80.43% margin
QoQ: 1.67% | YoY: 3.12%
Operating Income
Increasing
374.00M
QoQ: -6.97% | YoY: 10.98%
Net Income
Increasing
159.00M
QoQ: -1.24% | YoY: 10.42%
EPS
Increasing
0.26
QoQ: 0.00% | YoY: 18.18%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 1,257.00 0.22 +30.3% View
Q4 2025 1,010.00 0.23 +4.5% View
Q3 2025 986.00 0.26 +3.7% View
Q2 2025 974.00 0.26 +2.7% View
Q1 2025 965.00 0.29 +2.3% View