)
Company Research26 Mar 2024
Companies That Had Their IPO in 1989: The Calm Between the Storms
A look at the IPO landscape and market sentiment in 1989 as the markets enjoyed a period of relative calm between tumultuous times.
Gen Digital (GEN) investor relations material
Gen Digital Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary8 Sep, 2025
Strategic vision and transformation
Transitioned from point product security to a unified cyber safety and financial wellness platform, integrating identity, reputation, and financial management into a single segment.
Mission centers on powering digital freedom with innovative, easy-to-use technology for secure digital and financial lives.
AI and data-driven personalization are central, enabling hyper-personalized, contextual, and verified experiences at scale.
The addressable market has more than doubled to over $50B, with plans for international expansion and mid- to high-single digit CAGR expected.
Operational discipline and strategic acquisitions have nearly doubled revenue in five years, with a focus on growth, profitability, and global footprint expansion.
Business model, financial performance, and platform capabilities
Operates a two-sided marketplace with over 650 channel partners and 600 product sellers, driving 350M+ annual inquiries and 24M+ total customers.
Revenue is highly recurring (80%+), with a run rate surpassing $750M and consistent growth over 30% annually.
Contribution margins vary: 30% for affiliate channels, 60% for first-party products, and up to 90% for cross-sold marketplace products.
Achieved 10%+ revenue CAGR and ~20% non-GAAP EPS CAGR from FY20 to FY25, scaling paid customers to 75M+.
The business model benefits from a powerful flywheel: content and community drive engagement, leading to high conversion and customer lifetime value.
Product innovation and customer experience
Provides a holistic suite: banking, investing, credit building, insurance, cash management, and financial wellness content.
AI and machine learning underpin personalized advice, product recommendations, and risk management, with billions of model outputs annually.
Embedded marketplaces and APIs allow partners to integrate capabilities, expanding reach and use cases.
User experience is enhanced by integrated checkout, privacy-centric data handling, and gamified, snackable content to engage diverse demographics.
Over 2B pieces of financial wellness content have been consumed, with high NPS and customer retention rates (over 80% revenue from repeat customers).
How does the 90% margin bucket scale?
What is the immediate Gen-MoneyLion cross-sell focus?
How does MoneyLion differentiate in EWA?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Gen Digital earnings date
Q2 202629 Oct, 2025
Next Gen Digital earnings date
Q2 202629 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Gen Digital
Gen Digital Inc. is a Czech-American company with multinational operations providing various software and services within cybersecurity. This is done through several subsidiaries providing antivirus software and other related services. Among Gen Digital’s portfolio one finds brands such as Norton, Avast, LifeLock, and several other well-established players within the antivirus sector. The company is headquartered in Prague, Czech Republic, as well as in Tempe, Arizona. Its shares are traded on the Nasdaq.
Symantec
What would later go on to become Gen Digital was founded in 1982 by Gary Hendrix, and initially focused on artificial intelligence-related projects, Symantec shifted towards software development, gaining prominence with its Norton antivirus product line. Over the years, the company expanded through acquisitions, enhancing its portfolio in areas like storage, backup, and cybersecurity solutions. In 2016 Symantec sold its subsidiary focused on information management to The Carlyle Group, and in 2019 Broadcom acquired the company’s Enterprise Security division and Symantec changed its name to NortonLifeLock. In 2022 it merged with Avast, and the new company that emerged was named Gen Digital.
Robust Cybersecurity
Gen Digital provides a wide array of services through its subsidiaries. The company specializes in comprehensive antivirus solutions, designed to protect against various forms of malware, including viruses, spyware, and ransomware. Additionally, Gen Digital offers advanced internet security services, which encompass real-time threat detection and proactive defense mechanisms against cyber threats.
Another significant aspect of their services includes identity protection features. These are aimed at safeguarding personal and financial information, particularly vital in an era of increasing online transactions and identity theft risks. The company also provides VPN (Virtual Private Network) services, enhancing online privacy and security for users by encrypting internet connections and masking IP addresses.
For businesses, Gen Digital's offerings include endpoint security solutions, ensuring that devices connected to a company's network are secure and compliant with cybersecurity policies. Gen Digital also offers various cloud security services.
Subsidiaries
As previously mentioned, Gen Digital operates through a network of subsidiary brands, each specializing in different aspects of cybersecurity and digital protection. Some of the most recognizable brands in the company’s portfolio include the brands mentioned in the introduction to this article, as well as CCleaner, AVG, and several others.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage