Gen Digital Inc.: Mobile & International Expansion Propelling Our ‘Outperform’ Rating!

Gen Digital Inc.’s third quarter of fiscal year 2025 presents a picture of steady growth and strategic innovation, positioned within the complex and evolving cybersecurity landscape. The quarter recorded a mid-single-digit increase in Cyber Safety bookings and revenue, alongside a notable 15% rise in earnings per share (EPS), marking the fifth consecutive quarter of double-digit EPS growth. A key highlight from the earnings was the expansion of Gen’s direct customer base to a record 40 million users, growing by 400,000 sequentially and over 1 million year-over-year. This growth underscores the company’s effectiveness in addressing the heightened global demand for comprehensive cybersecurity solutions amidst an increasingly dynamic threat environment, marked by sophisticated cyber attacks, scams, and breaches.