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Gen Digital Inc. (GEN) Q2 2025 Earnings Call Transcript Summary

Futu News ·  Oct 31 07:11  · Conference Call

The following is a summary of the Gen Digital Inc. (GEN) Q2 2025 Earnings Call Transcript:

Financial Performance:

  • Q2 bookings reached $964 million, representing a 5% increase in constant currency and a 4% increase in USD.

  • Revenue for Q2 was $974 million, marking a 3% rise both in USD and in constant currency.

  • Net income was $336 million, up 12% year-over-year.

  • Diluted EPS for the quarter was $0.54, an increase of 16% year-over-year.

Business Progress:

  • Expanded consumer base to a record 39.7 million paying customers.

  • Released Credit Insights to enhance LifeLock features, focusing on customer empowerment in financial safety.

  • Planning to integrate Genie anti-scam AI technology across core product offerings.

  • Continuously innovating and deploying new features, moving towards broader digital freedom solutions.

Opportunities:

  • Increased focus on AI and innovative security products due to rising cybersecurity threats and personal data breaches.

  • Expanding outreach to new markets, particularly focusing on identity theft protection and enhanced cybersecurity features.

  • Strengthened interest in identity protection services post the US National Public Data Breach, driving higher customer acquisition.

Risks:

  • Heightened cybersecurity threats, including sophisticated and personalized scams, challenge current security measures.

  • The overall cost of customer acquisition is increasing due to more competitive marketing channels.

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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