Gen Digital Inc.

These days, so much of life happens online that digital life is really just life. Shopping, learning, playing, banking, and connecting are literally at everyone's fingertips. With every door that opens possibilities online, a new door can open for cybercriminals. At Norton LifeLock, we believe the digital world is only truly empowering when people are confident in their online security. That's why we are dedicated to helping keep people everywhere cyber safe. It's what's driven us to continuously improve our technology for over four decades. Innovation is in our DNA. With our trusted brands, products, and services, we help protect millions of people around the globe. We continue to evolve as emerging cyber threats do. Our technology is powered by a team of experienced experts dedicated to staying a step ahead of what's next. Above all, we are inspired by the people we help protect. Our vast portfolio of products and services are developed from consumer insights, creating real solutions to real problems. And our success comes from our employees, working together with shared values and passion. At Norton LifeLock, we stand united in the fight to help keep the world cyber safe.

Good morning, everyone. Thank you for tuning in. I'm Mary Lai, Head of Investor Relations at Norton LifeLock. Welcome to Norton LifeLock's first Investor Day. For our Q&A discussion today, we have a great lineup for you, including Vincent Pellet, CEO, Natalie Dursey, CFO, and other members of the leadership team. As a reminder, there will be a replay of this event posted on the IR website. And by now, you should have seen our press release and have access to all the video presentations. I'd like to remind everyone that during this call, comments and statements may contain forward-looking statements, including statements regarding our business, financial performance, and operations. These statements are based on current expectations and assumptions that are subject to risk uncertainties and actual results could differ materially. For more information, please refer to the cautionary statement in our press release and the risk factors in our filings with the SEC. and in particular, our annual report on Form 10-K and recently filed quarterly reports on Form 10-Q. In addition, we may also make references to financial metrics that are non-GAAP. Please refer to our IR website for reconciliation of non-GAAP to GAAP measures. Before we start our Q&A session, let me pass the mic over to our CEO to kick off the event. Vincent?

Thank you, Mary, and good morning, everyone. I hope you are all safe and well. As you may have read, we just delivered a record quarter, closing a very strong year. Since becoming Northern LifeLock, we achieved a lot, delivering on every one of our commitments, the more important of which was returning the company to growth. In the last quarter, reported billings was up 17% and revenue up 11%. Record numbers. And in the last year, we increased our direct customer count to almost 3 million to a total direct customer count of 23 million. But for this team, it is just the beginning. We have a broad vision of protecting and empowering everyone to live their digital lives safely. We set big goals of drastically improving customer experience and making cyber safety mainstream. Our strategy is simple and is working. We're building the best integrated cyber safety platform, which we are expanding with adjacent trust-based products and services. Through our results, through the videos we posted yesterday, today, and of course, ongoingly, I hope you can sense the passion and the drive that this new leadership team brings to the opportunity. We have the capabilities and the confidence to accelerate our growth to double digit and double our EPS in the next three to five years. You know Natalie, you know me. We have decided to bring a subset of our leadership team to this session. This is about teamwork. You can get a better appreciation of who we are, how we look at our opportunity, and how we drive together with a common set of values in pursuit of our vision. So with no further ado, let's move to Q&A. Mary, back to you.