财务表现 - Gen Digital在2024财年第四季度实现了967百万美元的营收，同比增长2%[2] - 调整后的净收入增长14%，达到3.36亿美元，每股0.53美元[2] - 公司董事会授权了一个新的30亿美元的股票回购计划[4] - Gen Digital发布了2025财年的指导，第一季度预计营收为9.6亿至9.7亿美元，每股净收入为0.52至0.54美元[6]

Gen Digital第四季度业绩 - Gen Digital Inc. (GEN)在2024财年第四季度取得了超出预期的业绩，股价上涨4.1%[1] - Gen Digital第四季度非GAAP收入同比增长2%，达到9.67亿美元，超过了Zacks Consensus Estimate的9.648亿美元[4] - 公司的直接客户收入同比增长1.9%，达到8.47亿美元，合作伙伴收入增长5%，达到1.05亿美元[6] - Gen Digital第四季度非GAAP毛利润同比增长2%，达到8.35亿美元，毛利率扩大至86.3%[9] - 第四季度非GAAP运营支出同比减少3%，达到2.66亿美元，运营支出占收入的比例恶化至27.5%[10] - 第四季度非GAAP运营收入同比增长5%，达到5.69亿美元，运营利润率扩大至58.8%[11] - Gen Digital在2024财年第四季度实现了14亿美元的运营现金流和自由现金流，全年运营现金流和自由现金流分别为20.6亿美元和20.5亿美元[14] - 公司授权每股支付12.5美分的季度现金股利，并将股票回购授权额度提高至30亿美元[16] - Gen Digital预计2025财年第一季度收入在9.6-9.7亿美元之间，非GAAP每股收益在52-54美分之间[17] - 公司预计2025财年收入在38.9-39.3亿美元之间，每股收益在2.17-2.23美元之间[18]

For the quarter ended March 2024, Gen Digital (GEN) reported revenue of $967 million, up 2.1% over the same period last year. EPS came in at $0.53, compared to $0.46 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $964.81 million, representing a surprise of +0.23%. The company delivered an EPS surprise of +1.92%, with the consensus EPS estimate being $0.52.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

财务数据和关键指标变化 - 2024财年总收入达38亿美元,同比增长14%,以美元计算,以固定汇率计算增长15% [42] - 2024财年运营利润超过22亿美元,全年运营利润率达58%,较并购时期提升7个百分点 [43] - 2024财年每股非GAAP收益为1.96美元,同比增长8%,以固定汇率计算增长11% [44] - 第四季度营收为9.67亿美元,同比增长2%,以固定汇率计算增长3% [46] - 第四季度每股非GAAP收益为0.53美元,同比增长15%,以固定汇率计算增长16% [63] 各条业务线数据和关键指标变化 - 直接收入占总收入的87.6%,同比增长3%(以固定汇率计算) [48] - 直接客户数达3910万,连续第三个季度增长,同比增加90万 [49] - 直接客户月ARPU为7.24美元,与去年持平,受汇率波动影响约0.06美元 [52] - 合作伙伴收入为1.05亿美元,同比增长5% [57] - 遗留业务收入为1500万美元,同比下降 [59] 各个市场数据和关键指标变化 - 美国市场收入增长3%,主要得益于隐私和性能产品的交叉销售和会员收入增长 [46] - 成熟国际市场中高单位数增长,新兴市场实现两位数增长,不同市场成熟度采取差异化策略 [46] - 国际市场收入占比超过50%,其中新兴市场实现两位数增长 [46] 公司战略和发展方向及行业竞争 - 公司将继续投资于营销、产品和技术,以吸引新客户、提升现有客户的参与度,并扩展国际业务和探索新的信任型业务 [62] - 公司推出了新的Gen Stack技术平台,提升了产品的灵活性、可扩展性和个性化,为未来的AI驱动创新奠定基础 [33][34] - 公司将继续加强人工智能在安全、隐私、身份等领域的应用,提升产品的智能化和个性化 [35] - 公司在消费者网络安全领域处于领先地位,拥有行业最全面的产品组合和技术优势 [15][16] 管理层对经营环境和未来前景的评论 - 尽管面临地缘政治冲突、宏观经济波动等挑战,公司仍交出了亮眼的业绩 [29] - 公司有信心通过自身的创新能力、客户中心的策略和严格的执行,实现长期可持续的中单位数收入增长和股东价值提升 [37] - 公司预计2025财年收入增长3%-4%,非GAAP每股收益增长12%-15%(以固定汇率计算) [70][71] 问答环节重要的提问和回答 问题1 **Peter Levine 提问** 询问公司是否有计划进入新的业务领域 [77] **Vincent Pilette 回答** 公司正在通过AI技术不断丰富产品组合,包括声誉管理、金融交易保护等新功能,未来将把这些功能整合到会员服务中 [79][80][81] 问题2 **Dan Bergstrom 提问** 询问公司新Gen Stack平台的推广计划 [89] **Vincent Pilette 回答** 公司将在2025财年内逐步将新平台推广到全球,目前已在3个国家开始测试,反馈良好,将根据实施情况适当加快推广进度 [90][91] 问题3 **Saket Kalia 提问** 询问公司未来如何进一步提升客户留存率 [109] **Vincent Pilette 回答** 公司将从客户旅程管理、个性化沟通和会员体系优化等方面着手,通过新Gen Stack平台的数据和AI能力,持续提升客户留存率,未来3年内将其提升至80%左右 [110][111][112][113][114]

Gen Digital (GEN) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.92%. A quarter ago, it was expected that this security software maker would post earnings of $0.50 per share when it actually produced earnings of $0.49, delivering a surprise of -2%.Over the last four quarters, the c ...

| --- | --- | --- | --- | --- | --- | --- | --- | |------------------|------------|---------|-------|-------|-------|-------|-------| | | | | | | | | | | Gen | | | | | | | | | | | | | | | | | | Q4 FY24 Earnings | | | | | | | | | May 9, 2024 | | | | | | | | | & norton Avast | / LifeLock | a Avira | | | | | | Forward-Looking Statements | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------|-------|-------- ...

NEWS RELEASE CONTACTS Investor Contact Media Contact Jason Starr Audra Proctor Gen Gen IR@GenDigital.com Press@GenDigital.com Gen Delivers Fifth Consecutive Year of Organic Growth and Record Profitability in Fiscal 2024 Gen Board authorizes $3 billion share repurchase program TEMPE, Ariz. & PRAGUE – May 9, 2024 – Gen Digital Inc. (NASDAQ: GEN), a global leader dedicated to powering Digital Freedom, released its results for its fiscal year 2024 fourth quarter and full year, which ended March 29, 2024. “This ...

Gen Digital (GEN) is slated to report fourth-quarter fiscal 2024 results on May 9. Gen Digital was formerly known as NortonLifeLock Inc. and was trading under the NLOK ticker symbol.NortonLifeLock changed its name and ticker symbol, effective from Nov 8, 2022, following the completed merger of NortonLifeLock and Avast Plc. The newly named company unites trusted consumer safety brands, including Norton, Avast, LifeLock, AVG, Avira, CCleaner and ReputationDefender.The company projects quarterly revenues betwe ...

Analysts on Wall Street project that Gen Digital (GEN) will announce quarterly earnings of $0.52 per share in its forthcoming report, representing an increase of 13% year over year. Revenues are projected to reach $964.81 million, increasing 1.9% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ahead of a company's earnin ...

The market expects Gen Digital (GEN) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 9, 2024, might help the stock move higher if these key numbers are bette ...