GENGen Digital Inc.

“AI is also transforming how we operate. We have embedded it across engineering, marketing and support, streamlining workflows, reducing coordination layers and reinvesting capacity into products and sales. Products can now move from ideation to launch with a very small squad, and that's how Norton Revamp launched in March. This efficiency is reflected in our economics, profit per employee among the highest at our scale is up double digits.”

“We continue to expand customer lifetime value through AI-driven cross-sell campaigns, delivering increasingly personalized messaging at key moments of truth with enhanced customer segmentation powered by the Gen platform. As a result, we drove Norton cross-sell bookings this quarter with penetration now exceeding 26% of the base.”

“Engine by Gen, our marketplace is the third category under trust-based solutions. Engine delivered record revenue, signing over 30 new partnerships in Q4 alone. It now processes nearly 400 million annual inquiries and has more than tripled revenue in 3 years.”

“Norton appears in 34% of tracked non-brand ChatGPT prompts ahead of our nearest competitors, with LLM-driven traffic up 62% year-over-year as we constantly optimize value proposition and content.”

“It does not have an impact on CapEx. We're not developing those models, if you want. They own the model. We own the power of trust layer to the customer. And when we increase more value, our intention is to monetize that through membership. And so it's a very similar business model than our normal cyber safety. Obviously, on a per usage basis, we're going to have a cost -- cost that will then be revenue for those LLMs. So we will not have the same profit margin than cyber safety business, but does not have a CapEx investment for us.”

“Since launching the Agent Trust Hub, we've expanded through partners like Vercel, strengthened privacy by masking agent's IP addresses similar to a VPN and integrated agent protection directly into millions of Norton 360 users. Powered by Sage, our open source agent security engine, this integration into Norton 360 adds 3 layers of protection; detecting prompt injection, monitoring agent connections and scanning third-party agent skills before they load.”

“And today, we joined OpenAI's Trusted Access for Cyber and we will start leveraging the advanced defense capabilities of their latest GPT-5.5. In fact, we are working with all frontier model providers, including OpenAI, Anthropic, xAI, Microsoft, and Google to advance our mission of protecting and delivering the trust layer to hundreds of millions of consumers.”

“Norton Neo, our AI-native secure browser, is a good example. It is gaining traction and enables users to interact with AI agents in a trusted environment. Norton Neo is purpose-built for a world where AI agents browse, transact and act on your behalf. We have enhanced our security and privacy features and added an agentic VPN to the browser trust layer.”

“Genie, our AI scam detection engine, is now embedded across Norton 360, Avast and partners like ChatGPT. We continue leading in emerging areas like video-based deep fake detection, expanding coverage across major chip platforms while delivering top-tier performance in independent tests and global recognition from leading reviewers.”

“LifeLock's mobile-first AI-powered app is now rated 4.9 stars with strong engagement gains. We refreshed the lineup with differentiated features, including scam assistant and insurance centered on a simple idea, protection for the life you are building while creating a bridge to secure financial wellness.”

“Engine is now the multi-category financial offer provider within Microsoft Copilot Discovery feeds and MSN AI, live with credit cards and deposits and expanding to mortgages, loans and insurances. This positions us early in building the financial distribution layer inside large language models.”

“With our GenStack integration, AI-driven recommendations and personalized messaging are improving engagement and outcomes. We exited fiscal year '26 with record cross-sell performance in Norton and nearly doubled our Norton 360 NPS year-over-year at the same time.”

“We also announced a partnership with xAI, whose models will power new AI native products we are co-architecting, including a digital concierge for Norton subscribers launching this summer.”

“we've moved very quickly from, I would say, even a year ago, maybe 18 months ago with just a stand-alone Norton offering. Now we're able to sell and offer mostly because of our own internal tech functionality, we're able to offer customers the more choice in the membership offerings, and we really see a pickup there. And now on top of that, we've now enabled the cross-sell functionality that you referred to.”

“AI is a strategic lever for Gen. It is already transforming how we live as agents can now book flights, execute trades and move money, but the trust infrastructure is essentially nonexistent. Summarizing content is one thing, wiring money on your behalf is quite another. Closing that gap between what AI can do and what consumers trust it to do for, is exactly what we are building here at Gen.”

“We delivered additional profit dollars while expanding our product portfolio with additional investment in innovation, notable increase in marketing funds and disciplined investments in AI-related initiatives to support long-term growth, all while operating with a disciplined approach we are consistently recognized for by running G&A at less than 3% of revenue.”

“Connecting it all is one platform built on data, insights and Agentic AI. It enables safe and confident use of AI across both segments and gives us a unified view of each customer so we can personalize offerings, match the right features from across the portfolio to individual needs and deepen relationships over time.”

“We are the first to market with multilayer agent security for consumers, and this is part of a unified road map built on one conviction. Trust is a critical barrier to AI adoption, especially around personal data and identity, and Gen is uniquely positioned to provide that trust layer at scale.”

“The consumer AI agent market is early. Agentic revenue in fiscal year '27 will be modest but growing. Gen already has the critical assets required to win, trusted brands, innovation and technical expertise, rich data, broad distribution and our unique consumer and financial insights.”

“As AI-driven threats intensify, our portfolio is becoming increasingly relevant to our targeted audiences. Demand for our Norton 360 memberships is supported by rising scam and fraud activity and the risks consumers are facing in their digital lives.”

“Looking ahead, we plan to further scale our AI cross-sell and upsell playbook across additional customer cohorts in fiscal year '27 as our platform capabilities continue to advance.”