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Gen Digital (GEN) - 2025 Q4 - Earnings Call Presentation
2025-05-06 20:30
Financial Performance - FY25 revenue reached $3.935 billion, a 4% year-over-year increase[9] - Q4 FY25 revenue was $1.010 billion, up 5% year-over-year in both USD and constant currency[30, 33] - FY25 EPS was $2.22, a 15% increase in constant currency[9] - Q4 FY25 EPS reached $0.59, a 13% increase year-over-year in constant currency[30, 33] - The company has a net leverage of 3.2x[10] Customer Metrics - Total bookings reached $4.0 billion, a 4% year-over-year increase in constant currency[10] - Total paid customers exceeded 65 million[10] - Direct customers totaled over 40 million, with a net increase of 1.3 million year-over-year[10] - Direct customer retention rate was 78%, a 250 bps increase since the Avast acquisition[10] - Direct monthly ARPU was $7.26, a $0.04 year-over-year increase[10] Future Outlook - FY26 revenue is projected to be between $4.70 billion and $4.80 billion, representing a 6-8% year-over-year pro-forma growth[44] - FY26 EPS is expected to be between $2.46 and $2.54, a 12-15% year-over-year increase in constant currency[44]