Gen Extends Market Leadership with Record Results in Q2 FY26

Core Insights - Gen Digital Inc. reported record results for Q2 FY2026, highlighting the strength of its subscription model and expansion into secure financial wellness [2][5] - The company is developing an AI-powered platform that integrates security, privacy, identity, and financial wellness, creating a unique market advantage [2] - Consistent execution is demonstrated by eight consecutive quarters of EPS growth at or above the target of 12-15% [2] Financial Highlights - Q2 FY2026 revenue reached $1,220 million, a 25% increase year-over-year [7] - Operating income for Q2 was $438 million, up 9% from the previous year [7] - Diluted EPS for Q2 was $0.21, down 17% compared to the same quarter last year [7] - Year-to-date operating cash flow increased by 24% to $525 million [7] - Bookings for Q2 were $1,222 million, reflecting a 27% growth [7] Guidance and Dividends - The company raised its non-GAAP revenue guidance for FY2026 to a range of $4.92 billion to $4.97 billion, up from the previous guidance of $4.8 billion to $4.9 billion [7] - Q3 FY2026 revenue is expected to be between $1.22 billion and $1.24 billion, with EPS guidance in the range of $0.62 to $0.64 [7] - A quarterly cash dividend of $0.125 per share has been approved, to be paid on December 10, 2025 [3] Operational Metrics - The Cyber Safety Platform generated $814 million in revenue, while Trust-Based Solutions contributed $406 million [14] - Total paid customers increased to 77 million from 67 million year-over-year [15]