The earnings call reflects a company navigating through significant macroeconomic challenges, including currency impacts and elongated sales cycles, while making strategic moves towards AI integration and platform consolidation. Despite the net sales decline and consumer segment challenges, the focus on AI and the Vision One platform indicates a positive strategic direction.

Company Guidance

During the Q2 2025 earnings call, Trend Micro provided guidance amidst ongoing macroeconomic uncertainties, highlighting a 3% decline in net sales, with a 6% reduction in total operating expenses leading to a 9% increase in operating income. The stronger yen impacted revenues, with ordinary income down by 29%. Despite this, enterprise sales saw a 12% year-over-year growth in Japan. The company emphasized the strategic shift towards AI-driven solutions, reporting an annual recurring revenue (ARR) of USD 1.6 billion, with a notable 94% year-over-year growth in their Vision One platform. The focus on AI security and the Vision One platform is expected to drive future growth, with a 140% net revenue retention rate on the Vision One platform. Operating margins were maintained around 20%, despite adjustments due to currency fluctuations. The company also announced initiatives to transition all customers to their Vision One SaaS platform by the end of 2025, underscoring their commitment to AI-enhanced cybersecurity solutions.

Japanese Enterprise Business Growth

The Japanese enterprise business experienced a strong growth, with a double-digit increase of 12% year-over-year. This growth was driven by an increasing number of multiyear comprehensive contracts and a strong performance in the Trend Vision One platform.

AI-Focused Transformation

Trend Micro is heavily investing in AI, with the launch of 'Trend AI-nize' projects. This includes the introduction of new AI-powered cybersecurity solutions and a strategic partnership with NVIDIA and Dell for AI factory security. The company emphasizes AI as a key factor in driving future growth.

Vision One Platform Performance

ARR for the V1 native and cyber services grew 94% year-over-year. The Vision One platform is becoming a central part of Trend Micro's strategy, with a focus on increasing the attachment rate of existing customers to this platform.

Successful AI Integration in Operations

Trend Micro has integrated AI into its operations, resulting in increased productivity. Examples include a 43% deflection rate in commercial customer support cases and improved coding efficiency.

Consumer Business Beyond Device Protection Growth

The consumer business experienced a 55% year-over-year growth in sales related to beyond device protection, particularly in anti-scam solutions.

Trend Micro (JP:4704) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JP:4704 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	76.31 / -	65.33	―	―	―
Aug 07, 2025	2025 (Q2)	75.00 / 41.68	53.84	-22.59% (-12.16)
May 08, 2025	2025 (Q1)	76.83 / 67.46	79.31	-14.94% (-11.85)
Feb 18, 2025	2024 (Q4)	73.45 / 60.57	0.765	7817.65% (+59.80)
Nov 12, 2024	2024 (Q3)	76.91 / 65.33	6.831	856.38% (+58.50)
Aug 08, 2024	2024 (Q2)	63.11 / 53.84	36.647	46.92% (+17.19)
May 08, 2024	2024 (Q1)	65.35 / 79.31	41.977	88.94% (+37.33)
Feb 15, 2024	2023 (Q4)	44.67 / 0.77	6.055	-87.37% (-5.29)
Nov 09, 2023	2023 (Q3)	44.84 / 6.83	88.623	-92.29% (-81.79)
Aug 08, 2023	2023 (Q2)	38.13 / 36.65	42.123	-13.00% (-5.48)

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

JP:4704 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	¥8991.00	¥8896.00	-1.06%
May 08, 2025	¥10035.00	¥10055.00	+0.20%
Feb 18, 2025	¥11850.00	¥11680.00	-1.43%
Nov 12, 2024	¥8058.21	¥7721.23	-4.18%

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 (JP:4704) report earnings?

Trend Micro Incorporated (JP:4704) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Trend Micro Incorporated (JP:4704) earnings time?

Trend Micro Incorporated (JP:4704) earnings time is at Nov 06, 2025, 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 the P/E ratio of Trend Micro Incorporated stock?

The P/E ratio of Trend Micro is N/A.

What is JP:4704 EPS forecast?

JP:4704 EPS forecast for the fiscal quarter 2025 (Q3) is 76.32.

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