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Trend Micro Incorporated (TMICF)
OTHER OTC:TMICF
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.51Last Year’s EPS
0.37Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 2.30%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with significant achievements in operating profit and enterprise growth, particularly in the Vision One platform and Japan's enterprise sector. However, these were counterbalanced by challenges in the consumer division, U.S. market uncertainties, and negative impacts on pre-GAAP and recurring profit. While the company is optimistic about overcoming these challenges, the sentiment reflects both positive strides and notable hurdles.Company Guidance
During the first quarter of the fiscal year 2025, the company reported a 2% increase in revenue and a notably higher 24% rise in operating profit, with an operating margin reaching 22%. Despite these positive indicators, the recurring profit decreased by 9%, primarily due to a translation loss from unfavorable exchange rates. The pre-GAAP figures showed an 8% decline, attributed mainly to a 27% drop in consumer business revenue, which was impacted by issues with the e-commerce platform. The enterprise division experienced a 5% growth, while the consumer division faced an 8% decline. The enterprise segment's annual recurring revenue (ARR) saw a double-digit increase, with a substantial focus on expanding the Vision One platform. The company also highlighted a slight reduction in headcount, aiming for a more efficient and flat organizational structure. Despite macroeconomic uncertainties, the cash flow was reported to be growing, and the company's overall performance was described as in line with expectations for the full year, with a continued focus on strategic partnerships and technological advancements.Record Operating Profit and Margin Growth
Achieved a record high quarter operating profit, with a 24% increase, and improved operating profit margin. Adjusted for stock price-related remuneration, the increase was 34%.
Enterprise Division Growth
Enterprise net sales increased by 5% year-over-year, with strong performance in the large enterprise segment driving recurring revenue to USD 1.3 billion.
Vision One Platform Success
The Vision One platform saw significant adoption, with 10,600 enterprise customers transacting and 4.8 average modules deployed. The ARR for customers using Vision One was substantially higher.
Strong Japan Enterprise Performance
Japan's enterprise business saw a 305% increase in Trend Vision One net sales from new business, and a 36% year-on-year growth in customers.
Improved Cash Flow and Cost Management
Cash flow is growing nicely, and there has been a decrease in cloud costs due to more efficient usage.
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TMICF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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TMICF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $70.58 | $69.89 | -0.98% |
Feb 18, 2025 | $60.96 | $60.96 | 0.00% |
Nov 12, 2024 | $52.54 | $49.85 | -5.12% |
Aug 08, 2024 | $43.88 | $49.60 | +13.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Trend Micro Incorporated (TMICF) report earnings?
Trend Micro Incorporated (TMICF) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Trend Micro Incorporated (TMICF) earnings time?
Trend Micro Incorporated (TMICF) earnings time is at Aug 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TMICF EPS forecast?
TMICF EPS forecast for the fiscal quarter 2025 (Q2) is 0.51.
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