Gen Digital

Gen Digital

Develops subscription-based cybersecurity and privacy software

Overview

GenDigital provides cybersecurity and digital privacy software aimed at individual consumers. Its offerings include antivirus software, VPNs, and identity theft protection, all delivered via a subscription model that provides ongoing access and updates. The products run on users’ devices and, for privacy tools like VPNs, encrypt internet traffic to guard online activity; antivirus software detects and blocks malware, while identity protection monitors personal data and alerts users to potential threats. GenDigital differentiates itself by focusing on the consumer market with a broad suite of privacy and security tools that are continually updated under a recurring subscription, helping users maintain control of their digital lives. Its main goal is to help people navigate the online world securely and privately while protecting their personal information.

Significant Headcount Growth

About Gen Digital

Simplify's Rating
Why Gen Digital is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consumer Software

Cybersecurity

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Tempe, Arizona

Founded

1982

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Simplify's Take

What believers are saying

  • Trust-Based Solutions segment grew 20% pro forma post-MoneyLion, driving 27% revenue surge to $5B in FY26
  • FY27 outlook raised to 8-10% revenue growth and mid-teens EPS growth via AI-powered security expansion
  • 79M paid customers added 11M year-over-year while maintaining 43% operating margin and strong cash flow

What critics are saying

  • Margin erosion accelerates as 30%-margin Trust-Based Solutions displaces 61%-margin legacy Cyber Safety, compressing margins below 35%
  • Federal Circuit remand in Columbia patent case may reinstate $185M+ willful infringement damages, threatening 0.51 debt-to-equity balance sheet
  • Agent goal hijack and rogue drift bypass Norton AI Agent Protection monitoring, undermining core value within 9-15 months with 50-65% probability

What makes Gen Digital unique

  • Gen owns the trust layer for agentic AI with first consumer AI-native VPN for autonomous agents
  • Multi-brand cyber-safety bundling covers security, privacy, identity, and financial wellness across 500M users
  • Engine platform integrates regulatory-compliant financial data directly into Microsoft Copilot and Bing AI experiences

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Funding

Total Funding

$1.7B

Above

Industry Average

Funded Over

2 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison
Coming Soon

Benefits

Health Insurance

Disability Insurance

Life Insurance

Unlimited Paid Time Off

401(k) Company Match

Stock Price

Growth & Insights

Headcount

6 month growth

25%

1 year growth

25%

2 year growth

25%

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