Trend Micro Inc
TSE:4704

Watchlist Manager
Trend Micro Inc Logo
Trend Micro Inc
TSE:4704
Watchlist
Price: 5 270 JPY 4.81%
Market Cap: ¥718.9B

Trend Micro Inc
Investor Relations

Trend Micro Inc. began its journey in 1988, founded by three visionaries — Steve Chang, Jenny Chang, and Eva Chen. They had a single-minded mission: to make the digital world safer as the internet expanded its reach to every corner of the globe. Initially venturing into antivirus software, Trend Micro quickly established itself as a leader in cybersecurity by anticipating the growing threats posed by malicious actors. Headquartered in Tokyo, Japan, the company carved its niche by offering security solutions that protected both consumer and enterprise environments from virtual perils. Its strategy revolved around not just defending against existing threats but predicting emerging ones using advanced machine learning and big data analytics. This proactive stance positioned Trend Micro as a trusted guardian in the digital age, with a presence felt across the continents.

In an age where data is both an asset and a liability, Trend Micro extended its expertise beyond traditional antivirus solutions, delving into cloud security, network defense, and endpoint security. They built a comprehensive product suite that targeted small businesses, global enterprises, and everything in between. The company makes money by selling these security solutions through subscriptions and licensing agreements, offering tailored services that cater to the specific needs of different businesses. Additionally, Trend Micro provides managed security services, enabling enterprises to outsource their cybersecurity needs entirely. Through partnerships and collaborations with major tech players, Trend Micro ensures seamless integration and deployment across diverse platforms and ecosystems. This approach has helped the company maintain a steady revenue stream, bolstering its reputation as an innovator in the cybersecurity space while keeping the digital world a little safer each day.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 18, 2026
AI Summary
Q4 2025

Revenue & Profit: Trend Micro delivered record high net sales and operating profit for both Q4 and the full year, with Q4 revenue up 5% and operating profit up 50% year-on-year.

Margins: Operating profit margin improved to 18% for Q4 and 21% for the full year, with two years of margin expansion.

Guidance: For fiscal 2026, the company guides for 9% revenue growth but expects operating profit to decline by 2% due to investments in AI and new business initiatives.

ARR Growth: Annual recurring revenue (ARR) growth slowed to 2% in Q4, but management targets 13% ARR growth in 2026, led by platform transitions and new products.

Dividend & Buyback: The company plans to pay a dividend of JPY 185 per share (up from JPY 184) and is committed to a 100% shareholder return through a mix of dividends and share buybacks, including a JPY 5 billion buyback.

AI & Platform Shift: Major strategic investments are focused on AI-driven security, with the Vision One platform now representing 41% of Enterprise ARR and strong momentum in new go-to-market strategies.

Regional Trends: Enterprise revenue in Japan grew 22% in Q4, with public sector and large contracts driving growth; Americas and Europe are expected to see recovery in the second half of 2026.

Key Financials
Revenue
Record high (no exact figure provided)
Operating Profit
Record high (no exact figure provided)
Operating Margin
18% in Q4; 21% for the full year
Annual Recurring Revenue (ARR)
$1.7 billion
Dividend Per Share
JPY 185
Share Buyback
JPY 5 billion
Enterprise Recurring Revenue
$1.3 billion
Vision One Platform Share of ARR (Enterprise)
41% (early 2026); 38% (Q4 2025)
Consumer Digital Life Protection Share
45% of TrendLife sales (early 2026); 36% in 2025
Renewal Rate (Consumer/TrendLife)
73%
Other Earnings Calls

Management

Ms. Eva Chen
Co-Founder, President, Group CEO & Representative Director
No Bio Available
Mr. Mahendra Negi
Group CFO, Executive VP & Representative Director
No Bio Available
Mr. Akihiko Omikawa
Executive VP of Japan, GM of Japan, Global Consumer Business & IoT Business Promotion and Director
No Bio Available
Mr. Ming-Jang Chang
Founder & Chairman of the Board
No Bio Available
Ms. Jenny Chang
Chief Culture Officer & Co-Founder
No Bio Available
Mr. Kevin Simzer
Chief Operating Officer
No Bio Available
Mr. Max Cheng
CIO & Chief Technology Officer
No Bio Available
Mr. Felix S. Sterling J.D.
Chief Legal Officer and Executive VP Global Policy & Compliance
No Bio Available
Mr. Dhanya Thakkar
Senior Vice President of Global Marketing & US-AMEA Sales
No Bio Available
Ms. Claudia Wu
Chief Human Resources Officer
No Bio Available

Contacts

Address
TOKYO-TO
Shibuya-Ku
Shinjuku Maynds Tower, 2-1-1, Yoyogi
Contacts
+81353343600.0
www.trendmicro.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett