Subtext

Gen Digital Inc. GEN

SectorInformation Technology
Transcripts66
Date range2008-01-23 – 2025-05-06
Calls charted66

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202008 Q32011 Q12013 Q32015 Q42018 Q12020 Q22022 Q42025 Q22008 Q3 · Overall: +16.02008 Q4 · Overall: +11.92009 Q1 · Overall: +15.52009 Q2 · Overall: +3.32009 Q3 · Overall: +5.92009 Q4 · Overall: +9.22010 Q1 · Overall: +4.82010 Q2 · Overall: +14.12010 Q4 · Overall: +13.02011 Q1 · Overall: +8.12011 Q3 · Overall: +10.32011 Q4 · Overall: +11.32012 Q1 · Overall: +10.62012 Q2 · Overall: +9.32012 Q3 · Overall: +12.02012 Q4 · Overall: +5.82013 Q1 · Overall: +5.62013 Q2 · Overall: +4.12013 Q3 · Overall: +6.72013 Q4 · Overall: +4.72014 Q1 · Overall: +7.52014 Q2 · Overall: +5.52014 Q3 · Overall: +8.22014 Q4 · Overall: +13.62015 Q1 · Overall: +8.92015 Q2 · Overall: +9.62015 Q3 · Overall: +8.52015 Q4 · Overall: +6.72016 Q1 · Overall: +5.12016 Q2 · Overall: +2.42016 Q3 · Overall: +2.62016 Q4 · Overall: +2.42017 Q1 · Overall: +8.32017 Q2 · Overall: +9.02017 Q3 · Overall: +8.62017 Q4 · Overall: +12.52018 Q1 · Overall: +8.02018 Q2 · Overall: +2.12018 Q3 · Overall: +5.22018 Q4 · Overall: +1.32019 Q1 · Overall: -1.92019 Q2 · Overall: +2.12019 Q3 · Overall: +8.22019 Q4 · Overall: -1.72020 Q1 · Overall: +7.72020 Q2 · Overall: +1.62020 Q3 · Overall: +4.22020 Q4 · Overall: +4.42021 Q1 · Overall: +8.02021 Q2 · Overall: +7.32021 Q3 · Overall: +12.12022 Q1 · Overall: +13.42022 Q2 · Overall: +11.62022 Q3 · Overall: +13.72022 Q4 · Overall: +11.62023 Q1 · Overall: +6.82023 Q2 · Overall: +11.12023 Q3 · Overall: +8.22023 Q4 · Overall: +15.32024 Q1 · Overall: +17.12024 Q3 · Overall: +8.72024 Q4 · Overall: +12.52025 Q1 · Overall: +7.32025 Q2 · Overall: +6.12025 Q3 · Overall: +6.92025 Q4 · Overall: +12.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-41-20+0+20+412008 Q32011 Q12013 Q32015 Q42018 Q12020 Q22022 Q42025 Q22008 Q3 · CEO: +18.82008 Q4 · CEO: +24.02009 Q1 · CEO: +22.02009 Q2 · CEO: +4.22009 Q3 · CEO: +35.52009 Q4 · CEO: +17.12010 Q1 · CEO: +12.82010 Q2 · CEO: +17.52010 Q4 · CEO: +22.42011 Q1 · CEO: +17.52011 Q3 · CEO: +14.72011 Q4 · CEO: +19.12012 Q1 · CEO: +16.42012 Q2 · CEO: +17.32012 Q3 · CEO: +17.22012 Q4 · CEO: +12.72013 Q2 · CEO: +5.72013 Q3 · CEO: +10.52013 Q4 · CEO: +10.72014 Q1 · CEO: +15.82014 Q2 · CEO: +15.62014 Q3 · CEO: +15.12014 Q4 · CEO: +20.32015 Q1 · CEO: +8.52015 Q2 · CEO: +13.12015 Q3 · CEO: +9.52016 Q2 · CEO: +3.92016 Q3 · CEO: +3.32017 Q1 · CEO: +9.92017 Q2 · CEO: +11.62017 Q3 · CEO: +13.22017 Q4 · CEO: +21.22018 Q1 · CEO: +13.32018 Q2 · CEO: +4.72018 Q3 · CEO: +13.42018 Q4 · CEO: +8.42019 Q1 · CEO: +5.72019 Q2 · CEO: +11.32019 Q3 · CEO: +11.92019 Q4 · CEO: +0.42020 Q1 · CEO: +9.82020 Q2 · CEO: -2.02020 Q3 · CEO: +12.92020 Q4 · CEO: +9.22021 Q1 · CEO: +14.02021 Q2 · CEO: +12.32021 Q3 · CEO: +14.42022 Q1 · CEO: +27.62022 Q2 · CEO: +19.52022 Q3 · CEO: +21.92022 Q4 · CEO: +16.32023 Q1 · CEO: +13.02023 Q2 · CEO: +17.72023 Q3 · CEO: +15.32023 Q4 · CEO: +20.82024 Q1 · CEO: +22.02024 Q3 · CEO: +18.12024 Q4 · CEO: +18.72025 Q1 · CEO: +10.92025 Q2 · CEO: +13.02025 Q3 · CEO: +5.82025 Q4 · CEO: +19.32008 Q3 · CFO: +15.42008 Q4 · CFO: +12.62009 Q1 · CFO: +20.42009 Q2 · CFO: +5.82009 Q3 · CFO: -4.42009 Q4 · CFO: +8.42010 Q1 · CFO: +0.02010 Q2 · CFO: +16.12010 Q4 · CFO: +5.62011 Q1 · CFO: +6.22011 Q3 · CFO: +8.82011 Q4 · CFO: +10.12012 Q1 · CFO: +6.72012 Q2 · CFO: -0.72012 Q3 · CFO: +8.52012 Q4 · CFO: +8.62013 Q1 · CFO: +13.72013 Q2 · CFO: +8.52013 Q3 · CFO: +9.62013 Q4 · CFO: +4.32014 Q1 · CFO: +4.52014 Q2 · CFO: -2.72014 Q3 · CFO: -6.02014 Q4 · CFO: +15.62015 Q1 · CFO: +19.32015 Q2 · CFO: +13.32015 Q3 · CFO: +16.92016 Q2 · CFO: +3.82016 Q3 · CFO: +8.02017 Q2 · CFO: +15.92017 Q3 · CFO: +5.92017 Q4 · CFO: +8.62018 Q1 · CFO: +6.72018 Q2 · CFO: +1.42018 Q3 · CFO: +3.32018 Q4 · CFO: +3.32019 Q1 · CFO: -1.42019 Q2 · CFO: -4.62019 Q3 · CFO: +2.12019 Q4 · CFO: -4.12020 Q1 · CFO: +10.62020 Q2 · CFO: +4.92020 Q3 · CFO: +4.62020 Q4 · CFO: -1.72021 Q1 · CFO: +7.42021 Q2 · CFO: +5.72021 Q3 · CFO: +17.52022 Q1 · CFO: +16.82022 Q3 · CFO: +8.82022 Q4 · CFO: +14.52023 Q1 · CFO: +6.52023 Q2 · CFO: +7.42023 Q3 · CFO: +8.42023 Q4 · CFO: +13.52024 Q1 · CFO: +15.02024 Q3 · CFO: +10.32024 Q4 · CFO: +9.82025 Q1 · CFO: +8.02025 Q2 · CFO: +8.72025 Q3 · CFO: +11.02025 Q4 · CFO: +13.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-29-14+0+14+292008 Q32011 Q12013 Q32015 Q42018 Q12020 Q22022 Q42025 Q22008 Q3 · Prepared remarks: +18.42008 Q4 · Prepared remarks: +20.82009 Q1 · Prepared remarks: +21.42009 Q2 · Prepared remarks: +9.32009 Q3 · Prepared remarks: +8.42009 Q4 · Prepared remarks: +9.52010 Q1 · Prepared remarks: +9.72010 Q2 · Prepared remarks: +20.72010 Q4 · Prepared remarks: +8.42011 Q1 · Prepared remarks: +9.82011 Q3 · Prepared remarks: +10.82011 Q4 · Prepared remarks: +13.92012 Q1 · Prepared remarks: +8.92012 Q2 · Prepared remarks: +4.62012 Q3 · Prepared remarks: +7.42012 Q4 · Prepared remarks: +10.62013 Q1 · Prepared remarks: +12.22013 Q2 · Prepared remarks: +4.32013 Q3 · Prepared remarks: +6.62013 Q4 · Prepared remarks: +11.12014 Q1 · Prepared remarks: +11.42014 Q2 · Prepared remarks: +14.52014 Q3 · Prepared remarks: +8.12014 Q4 · Prepared remarks: +25.12015 Q1 · Prepared remarks: +11.12015 Q2 · Prepared remarks: +9.02015 Q3 · Prepared remarks: +2.32015 Q4 · Prepared remarks: +8.72016 Q1 · Prepared remarks: +5.72016 Q2 · Prepared remarks: +2.52016 Q3 · Prepared remarks: +0.32016 Q4 · Prepared remarks: +1.82017 Q1 · Prepared remarks: +9.52017 Q2 · Prepared remarks: +15.62017 Q3 · Prepared remarks: +10.62017 Q4 · Prepared remarks: +18.72018 Q1 · Prepared remarks: +11.52018 Q2 · Prepared remarks: -2.52018 Q3 · Prepared remarks: +9.02018 Q4 · Prepared remarks: +1.12019 Q1 · Prepared remarks: -1.02019 Q2 · Prepared remarks: -0.92019 Q3 · Prepared remarks: +5.72019 Q4 · Prepared remarks: -0.42020 Q1 · Prepared remarks: +10.32020 Q2 · Prepared remarks: +1.82020 Q3 · Prepared remarks: +7.82020 Q4 · Prepared remarks: +6.22021 Q1 · Prepared remarks: +13.62021 Q2 · Prepared remarks: +6.32021 Q3 · Prepared remarks: +22.02022 Q1 · Prepared remarks: +16.32022 Q2 · Prepared remarks: +19.72022 Q3 · Prepared remarks: +20.12022 Q4 · Prepared remarks: +15.32023 Q1 · Prepared remarks: +13.32023 Q2 · Prepared remarks: +13.92023 Q3 · Prepared remarks: +12.22023 Q4 · Prepared remarks: +17.72024 Q1 · Prepared remarks: +22.72024 Q3 · Prepared remarks: +16.12024 Q4 · Prepared remarks: +10.12025 Q1 · Prepared remarks: +8.62025 Q2 · Prepared remarks: +12.12025 Q3 · Prepared remarks: +8.72025 Q4 · Prepared remarks: +17.02008 Q3 · Q&A responses: +17.62008 Q4 · Q&A responses: +10.72009 Q1 · Q&A responses: +18.82009 Q2 · Q&A responses: +2.92009 Q3 · Q&A responses: +9.42009 Q4 · Q&A responses: +16.12010 Q1 · Q&A responses: +9.42010 Q2 · Q&A responses: +13.62010 Q4 · Q&A responses: +18.12011 Q1 · Q&A responses: +1.82011 Q3 · Q&A responses: +11.52011 Q4 · Q&A responses: +11.92012 Q1 · Q&A responses: +15.12012 Q2 · Q&A responses: +13.82012 Q3 · Q&A responses: +16.02012 Q4 · Q&A responses: +5.72013 Q1 · Q&A responses: +6.42013 Q3 · Q&A responses: +9.42013 Q4 · Q&A responses: +2.62014 Q1 · Q&A responses: +6.52014 Q2 · Q&A responses: +7.22014 Q3 · Q&A responses: +12.42014 Q4 · Q&A responses: +7.52015 Q1 · Q&A responses: +9.82015 Q2 · Q&A responses: +13.72015 Q3 · Q&A responses: +17.02015 Q4 · Q&A responses: +7.02016 Q1 · Q&A responses: +3.92016 Q3 · Q&A responses: +5.32016 Q4 · Q&A responses: +3.32017 Q1 · Q&A responses: +9.02017 Q2 · Q&A responses: +6.32017 Q3 · Q&A responses: +9.22017 Q4 · Q&A responses: +8.32018 Q1 · Q&A responses: +6.72018 Q2 · Q&A responses: +11.32018 Q3 · Q&A responses: +5.32019 Q1 · Q&A responses: +1.82019 Q2 · Q&A responses: +8.82019 Q3 · Q&A responses: +12.82019 Q4 · Q&A responses: -0.42020 Q1 · Q&A responses: +10.62020 Q2 · Q&A responses: +6.02020 Q3 · Q&A responses: +4.52020 Q4 · Q&A responses: +3.92021 Q1 · Q&A responses: +6.62021 Q2 · Q&A responses: +13.22021 Q3 · Q&A responses: +9.12022 Q1 · Q&A responses: +12.42022 Q2 · Q&A responses: +0.02022 Q3 · Q&A responses: +11.52022 Q4 · Q&A responses: +12.02023 Q1 · Q&A responses: +7.32023 Q2 · Q&A responses: +8.72023 Q3 · Q&A responses: +7.72023 Q4 · Q&A responses: +16.22024 Q1 · Q&A responses: +10.62024 Q3 · Q&A responses: +11.02024 Q4 · Q&A responses: +21.62025 Q1 · Q&A responses: +8.42025 Q2 · Q&A responses: +6.52025 Q3 · Q&A responses: +6.72025 Q4 · Q&A responses: +11.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.85$1.67$2.502008 Q32011 Q12013 Q32015 Q42018 Q12020 Q22022 Q42025 Q22014 Q1: $1.852014 Q2: $1.922014 Q3: $1.972014 Q4: $2.002015 Q1: $1.952015 Q2: $1.902015 Q3: $1.912015 Q4: $1.162016 Q1: $1.122016 Q2: $1.162016 Q3: $1.422016 Q4: $1.592017 Q1: $1.762017 Q2: $1.842017 Q3: $1.932017 Q4: $1.842018 Q1: $1.812018 Q2: $1.612018 Q3: $1.622018 Q4: $1.712019 Q1: $1.782019 Q2: $1.732019 Q3: $1.802019 Q4: $0.962020 Q1: $1.112020 Q2: $1.252020 Q3: $1.442020 Q4: $1.522021 Q1: $1.632021 Q2: $1.762021 Q3: $1.842022 Q1: $1.902022 Q2: $1.852022 Q3: $1.882022 Q4: $1.962023 Q1: $2.072023 Q2: $2.102023 Q3: $2.182023 Q4: $2.192024 Q1: $2.232024 Q3: $2.322024 Q4: $2.39

Forward P/E

6.1617.3828.612008 Q32011 Q12013 Q32015 Q42018 Q12020 Q22022 Q42025 Q22014 Q1: 11.122014 Q2: 11.442014 Q3: 12.442014 Q4: 12.612015 Q1: 12.452015 Q2: 12.682015 Q3: 10.452015 Q4: 17.612016 Q1: 16.592016 Q2: 16.412016 Q3: 17.312016 Q4: 15.652017 Q1: 17.452017 Q2: 15.772017 Q3: 17.182017 Q4: 15.522018 Q1: 15.122018 Q2: 13.182018 Q3: 12.722018 Q4: 11.932019 Q1: 12.892019 Q2: 11.682019 Q3: 13.342019 Q4: 27.062020 Q1: 14.962020 Q2: 16.182020 Q3: 14.712020 Q4: 13.412021 Q1: 13.132021 Q2: 15.752021 Q3: 14.232022 Q1: 13.742022 Q2: 11.892022 Q3: 11.452022 Q4: 11.762023 Q1: 7.712023 Q2: 8.752023 Q3: 8.722023 Q4: 10.262024 Q1: 9.912024 Q3: 11.462024 Q4: 11.61

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2016 Q2 tone ↓ -2.7 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↑ +3.8 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2018 Q4 tone ↓ -3.9 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -3.3 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↑ +4.0 fwd EPS ↓ -0.05 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↓ -6.2 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -2.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -4.8 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -2.9 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -8.4 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q42025-05-06+12.9——View →
2025 Q32025-01-30+6.9——View →
2025 Q22024-10-30+6.1——View →
2025 Q12024-08-01+7.3——View →
2024 Q42024-05-09+12.5$2.3911.6View →
2024 Q32024-02-01+8.7$2.3211.5View →
2024 Q12023-08-04+17.1$2.239.9View →
2023 Q42023-05-11+15.3$2.1910.3View →