NortonLifeLock: Reasons To Be Positive [Seeking Alpha]
NortonLifeLock Inc. (NLOK)
Last nortonlifelock inc. earnings: 2/6 04:15 pm
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Source: Seeking Alpha
SummaryNortonLifeLock is enjoying the most favorable consumer mobility trend since it sold its enterprise security business.NLOK remains a bet on churn improvement, ARPU growth, and the elimination of stranded costs after the sale of Symantec to drive EPS.The risk/reward suggests a favorable near-term catalyst (rise in ID theft, ransomware attacks) will drive growth stabilization.Given the huge margin of the consumer security business and the ease of using marketing insights to manage CAC and EPS, I find the focus on driving total shareholder return attractive.NortonLifeLock (Demand (Rating: Neutral)Source: Author (using data from )NortonLifeLock sits at the center of the remote work theme. As more households remainhinderedBusiness/Financials (Rating: Neutral)Growth is supposed to be driven by targeted marketing. The product department has been trying to use Norton to cross-sell LifeLock and vice versa to reduce churn and improve ARPU. GettingNorton 360 with LifeLock SELECTUltimate Pl
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