Trend Micro Reports Earnings Results for Q2 2025
Trend Micro (TYO: 4704) announced its Q2 2025 financial results, with annual recurring revenue (ARR) surpassing $1.6 billion, up 1% year-over-year. The company reported consolidated net sales of 66,407 million Yen ($459 million), operating income of 13,465 million Yen ($93 million), and net income of 5,478 million Yen ($37 million).
Key highlights include a 94% growth in Trend Vision One鈩� platform ARR, 43% increase in operational cash flow, and 55% growth in consumer business beyond device gross sales. The company revised its FY2025 forecast, expecting net sales of 274,000 million Yen ($1.86 billion) and operating income of 53,600 million Yen ($364 million).
Notable achievements include new AI-powered threat detection capabilities with AWS and NVIDIA integration, and maintaining leadership position in Gartner's Magic Quadrant for Endpoint Protection Platforms for the 20th consecutive time.
Trend Micro (TYO: 4704) ha annunciato i risultati finanziari del secondo trimestre 2025, con un fatturato ricorrente annuo (ARR) che ha superato 1,6 miliardi di dollari, registrando una crescita dell'1% su base annua. L'azienda ha riportato vendite consolidate per 66.407 milioni di Yen (459 milioni di dollari), un utile operativo di 13.465 milioni di Yen (93 milioni di dollari) e un utile netto di 5.478 milioni di Yen (37 milioni di dollari).
Tra i punti salienti si evidenzia una crescita del 94% dell'ARR della piattaforma Trend Vision One鈩�, un aumento del 43% del flusso di cassa operativo e una crescita del 55% del business consumer al di l脿 delle vendite lorde dei dispositivi. L'azienda ha rivisto le previsioni per l'anno fiscale 2025, prevedendo vendite nette per 274.000 milioni di Yen (1,86 miliardi di dollari) e un utile operativo di 53.600 milioni di Yen (364 milioni di dollari).
Tra i risultati pi霉 rilevanti si segnalano nuove capacit脿 di rilevamento delle minacce potenziate dall'intelligenza artificiale con integrazione AWS e NVIDIA, oltre al mantenimento della posizione di leadership nel Magic Quadrant di Gartner per le piattaforme di protezione endpoint per il ventesimo anno consecutivo.
Trend Micro (TYO: 4704) anunci贸 sus resultados financieros del segundo trimestre de 2025, con ingresos recurrentes anuales (ARR) que superaron los 1.6 mil millones de d贸lares, un aumento del 1% interanual. La compa帽铆a report贸 ventas netas consolidadas de 66,407 millones de yenes (459 millones de d贸lares), un ingreso operativo de 13,465 millones de yenes (93 millones de d贸lares) y un ingreso neto de 5,478 millones de yenes (37 millones de d贸lares).
Los aspectos destacados incluyen un crecimiento del 94% en el ARR de la plataforma Trend Vision One鈩�, un aumento del 43% en el flujo de caja operativo y un crecimiento del 55% en el negocio de consumo m谩s all谩 de las ventas brutas de dispositivos. La empresa revis贸 su pron贸stico para el a帽o fiscal 2025, esperando ventas netas de 274,000 millones de yenes (1.86 mil millones de d贸lares) y un ingreso operativo de 53,600 millones de yenes (364 millones de d贸lares).
Logros notables incluyen nuevas capacidades de detecci贸n de amenazas impulsadas por IA con integraci贸n de AWS y NVIDIA, adem谩s de mantener la posici贸n de liderazgo en el Cuadrante M谩gico de Gartner para Plataformas de Protecci贸n de Endpoints por vig茅simo a帽o consecutivo.
韸鸽爩霌滊鞚错伂搿� (TYO: 4704)電� 2025雲� 2攵勱赴 鞛 鞁れ爜鞚� 氚滍憸頃橂┌ 鞐瓣皠 氚橂车 靾橃澋(ARR)鞚� 16鞏� 雼煬毳� 雱橃柎 鞝勲厔 雽�牍� 1% 歃濌皜頄堧嫟瓿� 氚濏様鞀惦媹雼�. 須岇偓電� 韱淀暕 靾滊Г於滌暋 6,640鞏� 7觳滊 鞐�(4鞏� 5,900毵� 雼煬), 鞓侅梾鞚挫澋 134鞏� 6,500毵� 鞐�(9,300毵� 雼煬), 靾滌澊鞚� 54鞏� 7,800毵� 鞐�(3,700毵� 雼煬)鞚� 氤搓碃頄堨姷雼堧嫟.
欤检殧 靹标臣搿滊姅 Trend Vision One鈩� 頂岆灚韽� ARR鞚� 94% 靹膘灔頄堦碃, 鞓侅梾 順勱笀 頋愲鞚� 43% 歃濌皜頄堨溂氅�, 靻岆箘鞛� 靷梾鞚� 旮瓣赴 齑濍Г於滌潉 雱橃柎 55% 靹膘灔頃� 鞝愳澊 韽暔霅╇媹雼�. 須岇偓電� 2025 須岅硠鞐半弰 鞝勲鞚� 靾橃爼頃橃棳 靾滊Г於滌暋 2臁� 7,400鞏� 鞐�(18鞏� 6觳滊 雼煬)瓿� 鞓侅梾鞚挫澋 5,360鞏� 鞐�(3鞏� 6,400毵� 雼煬)鞚� 鞓堨儊頃橁碃 鞛堨姷雼堧嫟.
欤茧頃� 毵岉暅 靹标臣搿滊姅 AWS 氚� NVIDIA 韱淀暕鞚� 韱淀暅 AI 旮半皹 鞙勴槕 韮愳 旮半姤 霃勳瀰瓿�, 臧�韸鸽剤 鞐旊摐韽澑韸� 氤错樃 頂岆灚韽� 毵れ 炜茧摐霟绊姼鞐愳劀 20雲� 鞐办啀 毽崝鞁潉 鞙犾頃� 鞝愳澊 鞛堨姷雼堧嫟.
Trend Micro (TYO : 4704) a annonc茅 ses r茅sultats financiers du deuxi猫me trimestre 2025, avec un chiffre d'affaires r茅current annuel (ARR) d茅passant 1,6 milliard de dollars, en hausse de 1 % d'une ann茅e sur l'autre. La soci茅t茅 a d茅clar茅 des ventes nettes consolid茅es de 66 407 millions de yens (459 millions de dollars), un r茅sultat op茅rationnel de 13 465 millions de yens (93 millions de dollars) et un b茅n茅fice net de 5 478 millions de yens (37 millions de dollars).
Les points cl茅s incluent une croissance de 94 % de l'ARR de la plateforme Trend Vision One鈩�, une augmentation de 43 % des flux de tr茅sorerie op茅rationnels et une croissance de 55 % du secteur grand public au-del脿 des ventes brutes d'appareils. La soci茅t茅 a r茅vis茅 ses pr茅visions pour l'exercice 2025, pr茅voyant des ventes nettes de 274 000 millions de yens (1,86 milliard de dollars) et un r茅sultat op茅rationnel de 53 600 millions de yens (364 millions de dollars).
Parmi les r茅alisations notables figurent de nouvelles capacit茅s de d茅tection des menaces aliment茅es par l'IA avec une int茅gration AWS et NVIDIA, ainsi que le maintien de sa position de leader dans le Magic Quadrant de Gartner pour les plateformes de protection des points de terminaison pour la 20e ann茅e cons茅cutive.
Trend Micro (TYO: 4704) gab die Finanzergebnisse f眉r das zweite Quartal 2025 bekannt, wobei der j盲hrliche wiederkehrende Umsatz (ARR) 1,6 Milliarden US-Dollar 眉berschritt und damit um 1 % im Jahresvergleich stieg. Das Unternehmen meldete konsolidierte Nettoums盲tze von 66.407 Millionen Yen (459 Millionen US-Dollar), ein Betriebsergebnis von 13.465 Millionen Yen (93 Millionen US-Dollar) und einen Nettogewinn von 5.478 Millionen Yen (37 Millionen US-Dollar).
Wesentliche Highlights sind ein 94%iges Wachstum des ARR der Trend Vision One鈩� Plattform, ein 43%iger Anstieg des operativen Cashflows und ein 55%iges Wachstum im Consumer-Gesch盲ft 眉ber die Bruttoger盲teverk盲ufe hinaus. Das Unternehmen hat seine Prognose f眉r das Gesch盲ftsjahr 2025 angepasst und erwartet Nettoums盲tze von 274.000 Millionen Yen (1,86 Milliarden US-Dollar) sowie ein Betriebsergebnis von 53.600 Millionen Yen (364 Millionen US-Dollar).
Bemerkenswerte Errungenschaften umfassen neue KI-gest眉tzte Bedrohungserkennungsfunktionen mit AWS- und NVIDIA-Integration sowie die Aufrechterhaltung der F眉hrungsposition im Gartner Magic Quadrant f眉r Endpoint Protection Platforms zum 20. Mal in Folge.
- 94% YoY growth in platform ARR for large enterprises
- 43% increase in cash flow from operations
- 55% YoY growth in consumer business beyond device gross sales
- 5x acceleration in ARR from managed service providers
- Operating income increased 9% driving 20% operating margin
- Enterprise business showed 4% YoY net sales growth in constant currency
- 62% increase in cyber risk exposure management module adoption
- Overall ARR growth limited to 1% YoY
- Sales performance softer than anticipated due to economic uncertainty
- Downward revision of full-year forecast due to market competition and currency headwinds
- Experiencing unprecedented level of delayed deals
- Increase of
9% in operating income to drive20% operating margin* - Increase of
43% in cash flow from operations - Increase of
94% in Trend Vision One鈩� large enterprise annual recurring revenue (ARR)**, contributing to total company ARR surpassing听鲍.厂.$1.6 Billion
Trend's enterprise business was fueled by ongoing platform adoption and expansion contributing to
"Our proactive security strategy has proven its strength, with a remarkable
In Q2, Trend's ARR from managed service providers accelerated to 5x per customer as more MSPs realize the power of delivering a leading proactive security solution.听
During the same period, Trend's consumer business grew
"Sales this quarter were softer than anticipated, largely due to ongoing economic uncertainty, which delayed more deals than we have ever experienced. Despite this, we remain confident in our teams' ability to close these deals in the second half and adapt through these unprecedented challenging market conditions," said Kevin Simzer, COO at Trend. "We are committed to refining investments into key growth areas to fuel our top-line growth while maintaining strong operational expense management."听
For this quarter, Trend Micro posted consolidated net sales of 66,407听million Yen (or US
As of now, the company will revise its consolidated results forecast for the full fiscal year ending December 31, 2025 (released on February 18, 2025) taking into consideration the impact of uncertainty mainly due to the market competition and the
As the result, forecasts of new net sales for FY 2025 is assumed consolidated net sales for the year ending December 31, 2025, is expected to be
Key business updates in Q2 2025听
Innovative: Trend nurtures a culture of innovation to drive advancements across its cybersecurity platform.听
- Debuted AI-powered threat detection with听AWS infrastructure support and NVIDIA integration to deliver 听for modern enterprise workloads.
- Delivered powerful and simplified security capabilities to the听NVIDIA Enterprise AI Factory validated design, enabling organizations to safely adopt next-gen AI infrastructure.
- Adopted the听NVIDIA Agentic AI safety blueprint, enhancing AI safety and security in NVIDIA enterprise AI factory to reinforce full lifecycle protection of AI systems.
- Collaborated with听NIVIDA and Dell Technologies to deliver co-developed, AI-powered infrastructure solutions that scale with the needs of global enterprises.
- Launched industry first personalized early scam warning feature to protect and empower consumers against evolving scam tactics from听cybercriminals.听
Trusted: Trend is a trusted partner to the customers and communities that it serves.听
- Issued new research that revealed the expanding reach of the Russian-speaking听cybercriminal underground, an ecosystem that has shaped global cybercrime.
- Highlighted alarmingly low use of听听tools, which contribute to three quarters of cybersecurity incidents which occur from unmanaged assets.
- Uncovered a new soY0cial engineering campaign using TikTok, highlighting the importance of maintaining security awareness, especially against AI-generated content.
- Celebrated the 20th consecutive recognition as a Leader in the Gartner庐 Magic Quadrant鈩� for Endpoint Protection Platforms.
Global: Trend has the most geographically diverse customers in the industry, with millions of sensors powering the Trend Vision One鈩� platform for superior attack surface risk management.听
- Named a leader in the听IDC MarketScape for Worldwide Cloud-Native Application Protection Platforms 听2025 Vendor Assessment.
- Hosted the first-ever security researcher hacker competition focused on AI infrastructure and finding the bugs to proactively safeguard the future of computing through Trend听ZDI's Pwn2Own
Berlin competition - Brought together听C-suite leaders, top industry analysts and security pioneers from across to globe, delivering bold insights on the shift from reactive security to a proactive, risk-based approach.
- Deepened collaboration with Google to secure the connected world through a multi-cloud, AI-first environment鈥攕upporting sovereignty requirements, enhancing consumer and enterprise protection, and building digital trust at scale.
Trend Micro was awarded the following patents in Q2 2025:听
Patent No.听 | Issue Date听 | Title听 |
12267344 | 04/01/2025听 | Identifying Similar Geographically Proximate Infrastructures from a Known Network Address听 |
12316674 | 05/27/2025听 | Securing Network Traffic Between a Web Client and a Secure Web Gateway听 |
12316622 | 05/27/2025听 | Protection Of Public-facing Computing Assets of an Organization听 |
*Actual currency in Yen
** Vision One Platform + Platform Cyber Services
Notice Regarding Forward-Looking Statements听
Certain statements included in this press release that are not historical facts are forward-looking statements. Forward-looking statements are sometimes accompanied by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "predict," "potential," "seem," "seek," "future," "outlook" and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These statements are based on our current expectations and beliefs and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Although we believe that the expectations reflected in our forward-looking statements are reasonable, we do not know whether our expectations will prove correct. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, even if subsequently made available by us on our website or otherwise. We do not undertake any obligation to update, amend or clarify these forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.听
About Trend Micro听
Trend Micro, a global cybersecurity leader, helps make the world safe for exchanging digital information. Fueled by decades of security expertise, global threat research, and continuous innovation, Trend Micro's AI-powered cybersecurity platform protects hundreds of thousands of organizations and millions of individuals across clouds, networks, devices, and endpoints. As a leader in cloud and enterprise cybersecurity, Trend's platform delivers a powerful range of advanced threat defense techniques optimized for environments like AWS, Microsoft, and Google, and central visibility for better, faster detection and response. With 7,000 employees across 70 countries, Trend Micro enables organizations to simplify and secure their connected world. .听听
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