The earnings call presented a mix of strong performance in operating profit and enterprise growth, countered by notable challenges in the consumer division and U.S. market due to government budget impacts. While the company continues to innovate and strengthen its strategic partnerships, the decline in consumer sales and pre-GAAP figures highlight areas of concern.

Company Guidance -

Q2 2025

In the first quarter of fiscal year 2025, the company reported a 2% increase in revenue and an impressive 24% rise in operating profit, with an operating margin reaching 22%, significantly exceeding internal expectations. The growth, however, was affected by a 9% decline in recurring profit due to exchange rate losses, primarily from the lower dollar and higher yen. The consumer division experienced a notable 27% drop, attributed to an e-commerce platform transition that temporarily halted sales. In contrast, the enterprise segment showed robust performance with a 5% increase in net sales and a double-digit growth in enterprise ARR. Despite macroeconomic uncertainties, the overall forecast remains aligned with the company's strategic goals, focusing on enhancing profitability and expanding their comprehensive cybersecurity platform. The company also emphasized a shift towards a flatter organizational structure, reducing headcount slightly, and highlighted significant cost management improvements, especially in cloud utilization.

Record-Breaking Operating Profit

Achieved a record high quarter for operating profit with a 24% increase, surpassing internal plan metrics and driving operating margin up to 22%.

Enterprise ARR Growth

Enterprise ARR saw a double-digit growth, with recurring revenue at $1.3 billion, primarily driven by large enterprise segment and Vision One platform adoption.

Improvement in SME and UTM Sales

Domestic SME business achieved a 22% increase in net sales, with UTM sales up by 39% year-over-year.

Vision One Platform Adoption

Vision One platform was adopted by over 10,600 enterprise customers, with average modules deployed at 4.8, enhancing retention and ARR impact.

Strategic Alliances and Industry Recognition

Further cemented strategic alliance with NVIDIA and received The Partners Choice award from Canalys for partner ecosystem efforts.

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
Aug 07, 2025	2025 (Q2)	0.52 / -	0.367	―	―	―
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)
May 11, 2023	2023 (Q1)	0.35 / 0.31	0.433	-28.41% (-0.12)

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
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%
Aug 08, 2024	$45.33	$45.79	+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 Aug 07, 2025, Before Open (Confirmed).

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

Trend Micro Incorporated (ADR) (TMICY) earnings time is at Aug 07, 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 (Q2) is 0.52.

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