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Trend Micro Incorporated (ADR) (TMICY)
OTHER OTC:TMICY
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.56Last Year’s EPS
0.47Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid platform-driven momentum: record full-year results, stronger enterprise recurring revenue, high Vision One adoption and robust NRR (130%). Management acknowledges a near-term trade-off as they invest in TrendAI, Magna AI and VicOne, which will depress operating income slightly in 2026 and has contributed to a temporary ARR slowdown (Q4 ARR at 2%). Regional headwinds, prior consumer disruption and rising cloud/start-up costs are notable risks, but the company provided clear go-to-market changes, growing platform attach rates, and targets for ARR and revenue growth. Overall the positives around platform traction, recurring revenue and product repositioning outweigh the near-term challenges tied to investments and macro noise.Company Guidance
Quarterly Revenue Growth
Q4 net sales increased 5% year-over-year; company reported record-high net sales for the fourth quarter.
Full-Year Revenue and Operating Profit Records
Management stated full-year revenue and operating profit reached record highs; full-year net sales were up 1% year-over-year.
Strong Operating Profit and Margins (Quarter)
Q4 operating profit rose substantially (management cited a 50% increase) with an operating profit margin of 18% in Q4 and a full-year operating margin finishing at ~21%.
Recurring Revenue Base
Total company recurring revenue of $1.7 billion (up 1% YoY); Enterprise recurring revenue $1.3 billion (up 2% YoY).
Vision One Platform Adoption and Expansion
Vision One accounted for ~38% of total revenue (management said) and ~41% of TrendAI ARR early quarter-to-date; average solutions deployed per Vision One customer = 4.9; Vision One ARR 'box' of $467M growing 58%.
High Net Revenue Retention
Vision One net revenue retention (NRR) remains strong at ~130%, indicating healthy expansion within installed base.
Per-Customer ARR Differential
Average ARR for Vision One customers rose from $35,100 to $35,500, while non–Vision One average ARR is $5,400, illustrating higher value of platform-attached customers (~3.6x higher ARR once attached).
Enterprise Segment Performance and Japan Strength
Enterprise net sales up 8% in Q4 (4% for the year); Japan enterprise revenue grew 22% YoY with Trend Vision One revenue up 25% and SME revenue up 16%.
Consumer Business Transition to Digital Life Protection
Digital Life Protection rose to 36% of global consumer sales (reported) and ~45% of TrendLife sales early quarter-to-date; Digital Life Protection ARPU is ~2x traditional antivirus PC revenue.
Shareholder Returns and Dividend Guidance
Company expects year-end dividend of JPY 185 per share (prior JPY 184) and announced a JPY 5 billion share buyback as part of continued shareholder return policy (management referenced 70% dividend + buybacks to approach full-year return target).
TMICY 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
TMICY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $36.70 | $36.24 | -1.25% |
Nov 12, 2025 | $51.13 | $50.12 | -1.99% |
Aug 07, 2025 | $61.00 | $60.31 | -1.14% |
May 08, 2025 | $70.03 | $69.33 | -1.01% |
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.
FAQ
When does Trend Micro Incorporated (ADR) (TMICY) report earnings?
Trend Micro Incorporated (ADR) (TMICY) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Trend Micro Incorporated (ADR) (TMICY) earnings time?
Trend Micro Incorporated (ADR) (TMICY) earnings time is at May 07, 2026, Before Open (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 TMICY EPS forecast?
TMICY EPS forecast for the fiscal quarter 2026 (Q1) is 0.56.