The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Saket Kalia, CFA - Barclays Services Corp - Analyst
: Saket Kalia from Barclays. Thanks a ton for hosting this session. Really helpful, really educational, particularly from the whole group
here.
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SEPTEMBER 08, 2025 / 2:30PM, GEN.OQ - Gen Digital Inc to Host Analyst and Investor Briefing
Vincent, maybe this is a question for you. When MoneyLion was public, about a third of it, I think, was coming from enterprise, right?
You guys correct me there if I'm wrong. I'm going to use that as a proxy for the network, right? The value there is clear; whereas a
30, 60, 90, that great triangle that was awesome.
Maybe the question, Vincent, for you is how do you think about the future of the other two-thirds of the business, right? There was
a growing subscription component there, really changed around the Norton business, right, with subscription? Maybe that's part
Question: Saket Kalia, CFA - Barclays Services Corp - Analyst
: Saket, again. The 500 million users is something that keeps on coming up. It's a very big number, very compelling. But I'm trying to
think if we've ever talked about this.
Have we ever talked about the difference in demographics of the users between Gen and MoneyLion? And if so, can you just talk
about what are some of the -- is there any overlap? Is it completely complementary? I'm just curious if you could talk about how the
demographics differ between the two?
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SEPTEMBER 08, 2025 / 2:30PM, GEN.OQ - Gen Digital Inc to Host Analyst and Investor Briefing
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