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Gen Digital Inc.

GENleader

Gen Digital (formerly NortonLifeLock) is the world's largest consumer cybersecurity company, protecting over 500 million users through its Norton, Avast, LifeLock, and AVG brands.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.9B)

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Consumer Security (65%)
Identity & Privacy (35%)

Segment Breakdown & Key Customers

Product Details

Norton Security45%

Antivirus, VPN, identity protection, and dark web monitoring for consumers

Avast25%

Freemium antivirus and privacy products for global consumer base

LifeLock20%

Identity theft protection and credit monitoring services

Other Brands10%

AVG, Avira, and CCleaner consumer security and utility tools

Macro & Market Context

IT / 소프트웨어Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Upcoming Catalysts

Salesforce·ServiceNow·CRM Q1 실적 (2026.05)Microsoft Build 컨퍼런스 (2026.05)CrowdStrike Fal.Con 2026 발표

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Gen Digital Inc..

Company Info

Headquarters

Tempe, Arizona, USA

Founded

1982

Employees

4,200+

Sector OverviewIT / 소프트웨어

Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Key Themes

  • AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • 사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

Upcoming Catalysts

  • Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • Microsoft Build 컨퍼런스 (2026.05)