The earnings call reflects a mixed outlook with strong growth in AI initiatives and Japanese enterprise business, contrasted by challenges in currency impact, consumer revenue decline, and global macroeconomic uncertainties.

Company Guidance

In the Q2 2025 earnings call, Trend Micro reported a 3% decline in net sales and a 6% reduction in total operating expenses, resulting in a 9% increase in operating income. The company faced challenges from macroeconomic uncertainties, elongated sales cycles, and a stronger yen, which impacted ordinary income by a 29% loss. Despite these headwinds, the annual recurring revenue (ARR) grew to USD 1.6 billion, driven by a 94% year-over-year growth in large enterprise ARR. The Vision One platform saw significant traction, with a 94% YoY increase in ARR and over 11,000 enterprises adopting the platform, contributing to a 143% net revenue retention rate. The company also emphasized its AI initiatives, expecting USD 623 billion in AI spending by 2028, and highlighted its strategic partnerships, notably with NVIDIA and Dell. Trend Micro aims to transition its SaaS customers to the Vision One platform, focusing on increasing the quality of sales through AI-enhanced services. Despite the flat total headcount, the company continued hiring in AI-related technical roles to boost productivity. The forecast for H2 remains cautious but optimistic, with a focus on maintaining operating margins around 20% amidst ongoing macroeconomic challenges and currency fluctuations.

AI Investments and Vision One Strategy

Trend Micro is heavily investing in AI, with a focus on the Vision One platform and AI security solutions. ARR grew to USD1.6 billion, and the NRR for V1 native and cyber services is over 140%. The company aims to convert all non-Vision One SaaS customers to the Vision One platform.

Japanese Enterprise Growth

The Japanese enterprise business experienced strong double-digit growth of 12% YoY, attributed to multiyear contracts and increased adoption of Trend Vision One.

Productivity and AI Integration

Trend Micro has integrated AI across its operations, improving productivity in product development and customer support. The company reports that AI-powered coding and customer support have increased efficiency significantly.

Vision One Platform Expansion

The Vision One platform saw a 94% YoY growth in large enterprise ARR. The company successfully landed new clients, replacing competitors like Microsoft, and expanded existing accounts with Vision One's capabilities.

Consumer Business Adaptation

Despite challenges, the consumer business showed growth in anti-scam solutions, with a 55% YoY increase in gross sales for beyond device protection.

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

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TMICY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.52 / -	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 0.52.

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