Gen Digital Inc (NASDAQ: GEN) is a consumer cyber safety and financial wellness company that provides security, privacy, identity protection, and financial services to individuals globally. Revenue comes primarily from subscriptions sold direct, through app stores, and via partnerships with telecom operators, financial institutions, and employer benefit programs across premium, freemium, and embedded marketplace models. As of the 10-K filed May 21, 2026, Gen Digital reported approximately 500 million users, including 79 million paid customers, and net revenues of $5.0 billion in FY2026, up from $3.9 billion in FY2025. The company's Engine marketplace connects consumers with over 600 third-party financial product providers across lending, insurance, credit, and banking. Vincent Pilette serves as Chief Executive Officer, President, and Chairman of the Board, with Natalie Derse as Chief Financial Officer. Operating income reached $2.1 billion in FY2026, representing a 42% operating margin, on gross margins of 78%.
- Revenue model
- Subscription fees from paid consumer customers across premium, freemium, and embedded marketplace models, distributed direct, through app stores, and via telecom, financial institution, and employer benefit partners. The Engine marketplace generates additional revenue by connecting consumers with third-party financial product providers.
- Products and services
- Cyber security, privacy, identity protection, reputation management, and financial wellness services. The MoneyLion platform provides first-party financial products. The Engine marketplace offers access to over 600 third-party providers across lending, insurance, credit, and banking (as of 10-K filed May 21, 2026).
- Customers and end markets
- Individual consumers globally. Approximately 500 million total users including 79 million paid customers as of the 10-K filed May 21, 2026. End markets include consumer cyber safety and consumer financial wellness.
- Value-chain role
- Direct-to-consumer software and services provider, and marketplace operator connecting consumers with third-party financial product providers through proprietary distribution partnerships.
- Geographic exposure
- Global operations across multiple jurisdictions, subject to U.S. federal and state regulation including GLBA, CCPA, and SEC Regulation S-P. Specific country-level revenue breakdown not disclosed in provided excerpts.
Source: SEC 10-K, filed 2026-05-21
Industry:
Services-Prepackaged Software
Peers:
Microsoft Corp
CrowdStrike Holdings Inc
Fortinet Inc
GitLab Inc
McAfee Corp.
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