Jan. 21 at 6:18 AM
$GEN Continued revenue growth from large subscription base across cybersecurity/identity protection products, operating margins high at 36%.
$525M in operating cash flow over 6 month with minimal capital expenditures, translating to over
$1 billion in annualized free cash flow. Interest expense + acquisition related items crimping net income, however core business remains highly profitable and efficient. The company is paying down debt, and its recurring revenue model provides stability with meaningful long term value creation potential. Strong buy.