While the company has seen significant advancements in AI integration, partnerships, and platform growth, it has faced challenges due to macroeconomic factors and currency impacts, leading to mixed financial results.

Company Guidance -

Q3 2025

In the recent call, Trend Micro provided guidance on several key financial metrics and strategic initiatives, highlighting a complex business environment influenced by macroeconomic uncertainties and currency fluctuations. In Q2 2025, net sales decreased by 3%, while operating income increased by 9%, and total operating expenses were reduced by 6%. The company reported a significant foreign exchange (FX) loss, impacting ordinary income by 29%, although without FX effects, growth would have been 1%. Trend Micro's annual recurring revenue (ARR) grew to USD1.6 billion, with a notable focus on shifting cloud-type subscriptions to their Vision One platform, which boasts an impressive net revenue retention (NRR) rate of over 140%. The Japanese enterprise segment saw a strong 12% growth year-on-year (YoY). Despite challenges, the company maintained a positive outlook, with an operating profit expected to increase by 11% and efforts to improve productivity through AI-driven initiatives. The forecast for H2 remains cautious, with a flat net sales outlook of JPY274 billion. The company also emphasized its strategic focus on AI, with partnerships with NVIDIA and Dell, and a comprehensive AI security package launch scheduled for August.

Enterprise Business Growth in Japan

The Japanese enterprise business saw a 12% year-over-year growth, driven by an increasing number of multiyear comprehensive contracts and the adoption of Trend Vision One.

Vision One Platform Expansion

Vision One platform saw a significant increase in adoption, with large enterprise ARR growing 94% YoY and small business ARR growing 148% in two quarters.

AI Integration and Transformation

Trend Micro has focused on integrating AI across its operations, leading to increased productivity and the launch of new AI-powered security solutions.

Consumer Business Beyond Device Protection Growth

The consumer segment saw growth in anti-scam solutions, with a 55% YoY increase in gross sales for these services.

Strategic Partnerships and New Product Launches

Trend Micro has forged partnerships with Dell and NVIDIA and launched new AI security packages, showcasing its commitment to AI-driven cybersecurity solutions.

Trend Micro (TMICY) 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 >

TMICY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.54 / -	0.421	―	―	―
Aug 07, 2025	2025 (Q2)	0.52 / 0.28	0.367	-23.16% (-0.09)
May 08, 2025	2025 (Q1)	0.52 / 0.47	0.51	-8.82% (-0.04)
Feb 18, 2025	2024 (Q4)	0.48 / 0.40	0.072	455.56% (+0.33)
Nov 12, 2024	2024 (Q3)	0.53 / 0.42	0.045	835.56% (+0.38)
Aug 08, 2024	2024 (Q2)	0.40 / 0.37	0.255	43.92% (+0.11)
May 08, 2024	2024 (Q1)	0.43 / 0.51	0.31	64.52% (+0.20)
Feb 15, 2024	2023 (Q4)	0.28 / 0.07	0.045	60.00% (+0.03)
Nov 09, 2023	2023 (Q3)	0.31 / 0.04	0.637	-92.94% (-0.59)
Aug 08, 2023	2023 (Q2)	0.28 / 0.26	0.319	-20.06% (-0.06)

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
Aug 07, 2025	$61.00	$60.31	-1.13%
May 08, 2025	$70.04	$69.33	-1.01%
Feb 18, 2025	$76.20	$77.01	+1.06%
Nov 12, 2024	$53.61	$51.16	-4.57%

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 Nov 06, 2025, Before Open (Confirmed).

What is Trend Micro Incorporated (ADR) (TMICY) earnings time?

Trend Micro Incorporated (ADR) (TMICY) 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 TMICY EPS forecast?

TMICY EPS forecast for the fiscal quarter 2025 (Q3) is 0.54.

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