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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (date of earliest event reported): September 28, 2026
Gen Digital Inc.
(Exact name of registrant as specified in its charter)
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Delaware (State or other jurisdiction of incorporation or organization) | 000-17781 (Commission File Number) | 77-0181864 (I.R.S. Employer Identification Number) |
60 E. Rio Salado Parkway, | Suite 1000, | |
| Tempe, | Arizona | 85281 | |
(Address of principal executive offices and zip code) |
| (650) | 527-8000 | |
(Registrant's telephone number, including area code) |
___________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
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☐ | Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
☐ | Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
☐ | Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
☐ | Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
Securities registered pursuant to Section 12(b) of the Act:
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Title of each class | Trading Symbol | Name of each exchange on which registered |
Common Stock, | par value $0.01 per share | GEN | The Nasdaq Stock Market LLC |
Contingent Value Rights | GENVR | The Nasdaq Stock Market LLC |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter)
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01. Regulation FD Disclosure.
On September 28, 2026, Vincent Pilette, Chief Executive Officer of Gen Digital Inc. (the "Company"), published a social media post on LinkedIn addressing the Company's acquisition strategy and certain of the Company's financial outlook and guidance. A copy of of the post is furnished as Exhibit 99.1 here and incorporated into this Item 7.01 by reference.
General
The information furnished pursuant to this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended (the "Securities Act") or the Exchange Act, except as expressly set forth by reference in such filing.
Cautionary Note Concerning Forward-Looking Statements
This Current Report on Form 8-K, including Exhibit 99.1, contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act relating to, among other things, the Company’s acquisition strategy, the potential benefits and returns of acquisitions and partnerships, the Company’s business strategy and investments in technology and artificial intelligence, its growth and financial performance, its fiscal 2027 revenue-growth and non-GAAP EPS growth outlook, the expected performance of the quarter ending October 2, 2026 and fiscal 2027, and the Company’s plans to pursue future investments, partnerships and acquisitions. These statements may be identified by words such as “expect,” “will,” “continue,” “outlook,” “guidance,” “on track,” “potential,” “accretive,” “plan” and similar expressions, although the absence of these words does not mean that a statement is not forward-looking.
These statements are based on current expectations and are subject to risks, uncertainties and other factors that could cause actual results, performance or achievements to differ materially from results expressed or implied, including risks related to identifying, negotiating, financing, completing and integrating acquisitions; realizing anticipated synergies, efficiencies, accretion or returns; achieving the Company’s guidance and outlook; executing its business strategy; and general business and macroeconomic conditions, as well as other risks described in the “Risk Factors” sections of the Company’s most recent reports on Form 10-K and Form 10-Q filed with the Securities and Exchange Commission. All forward-looking statements should be evaluated with the understanding of their inherent uncertainty. We assume no obligation, and do not intend, to update these forward-looking statements as a result of future events or developments.
Item 9.01. Financial Statements and Exhibits
(d) Exhibits.
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Exhibit No. | | Description |
99.1 | | LinkedIn Social Media Post dated September 28, 2026 |
104 | | Cover Page Interactive Data File (embedded within the Inline XBRL document) |
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized on this 28th day of September, 2026.
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Gen Digital Inc. |
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By: | /s/ Bryan S. Ko |
| Bryan S. Ko |
| Chief Operating Officer, Chief Legal Officer and Secretary |
Exhibit 99.1
“Is Gen buying GoDaddy?” That is the question many of you have asked me since last week. I can’t comment on rumors, but I can explain how we think about acquisitions.
Our first job is to execute: serve customers better, improve our products, and continue to invest in technology for the AI era. We consider an acquisition only when it makes Gen stronger and creates long-term value for shareholders.
No matter the size of a potential acquisition, we ask five simple questions: Does it fit our strategy? Is the price right? Can we create real efficiencies? Is it accretive? And is it better than buying back our own stock, all while maintaining a strong balance sheet?
That discipline guided our acquisitions of Avast and MoneyLion, amongst others. Avast added hundreds of millions of active users and accelerated our monetization capabilities. MoneyLion expanded us into Financial Wellness with a scaled decisioning platform and is on track to deliver more than 30% return on invested capital in its second year.
Most importantly, Gen has accelerated its momentum. We transformed from a low single-digit growth company to double-digits today. We recently raised our fiscal 2027 outlook to 9%-11% revenue growth and mid-to high-teens non-GAAP EPS growth. Our quarter ending October 2 and our full year outlook are both tracking to the higher end of our guidance*.
Our strategy of protecting and empowering consumers in the digital and agentic world is working. And our playbook refined over the years applies to both organic and inorganic investments. Six years ago, Gen generated $2 billion in revenue and less than $1 of EPS. Today, we generate more than $5 billion in revenue and nearly $3 of EPS.
We will keep building through innovation, partnerships, and carefully selected acquisitions when they meet our standards.
Thank you for your continued trust in Gen.
Vincent
*This outlook is subject to risks and uncertainties. Actual results may vary. Gen undertakes no obligation to update it, except as required by law.
