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

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

Gen Digital Inc.(GEN)2025年第二季度業績會議通話摘要
富途資訊 ·  10/31 07:11  · 電話會議

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

以下是Gen Digital Inc.(GEN)2025年第二季度業績會議呼叫記錄摘要:

Financial Performance:

金融業績:

  • 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.

  • 第二季度預訂額達到96400萬美元,同比貨幣不變增長5%,美元指數增長4%。

  • 第二季度營業收入爲97400萬美元,在美元和恒常貨幣中均增長3%。

  • 淨利潤爲33600萬美元,同比增長12%。

  • 本季度攤薄後每股收益爲0.54美元,同比增長16%。

Business Progress:

業務進展:

  • 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.

  • 消費基地擴大至創紀錄的3970萬付費客戶。

  • 發佈信用見解以增強LifeLock功能,重點關注客戶在財務安全方面的賦權。

  • 計劃將基尼反欺詐人工智能技術整合到核心產品中。

  • 不斷創新並部署新功能,向更廣泛的數字自由解決方案邁進。

Opportunities:

機會:

  • 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.

  • 由於網絡安全威脅和個人數據泄露不斷上升,增加對人工智能和創新安全產品的關注。

  • 擴大對新市場的推廣,特別關注身份盜竊保護和增強網絡安全功能。

  • 在美國國家公共數據泄露事件發生後,對身份保護服務產生了更強烈的興趣,推動較高的客戶獲取。

Risks:

風險:

  • 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.

  • 網絡安全概念威脅升級,包括複雜和個性化詐騙,挑戰當前的安全措施。

  • 由於市場競爭更激烈,客戶獲取的整體成本正在增加。

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

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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