Trend Micro Inc
TSE:4704
Trend Micro Inc
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.
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.
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.