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Trend Micro (4704) investor relations material
Trend Micro Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary4 Dec, 2025
Strategic direction and AI transformation
Entering the AI era, shifting strategy to leverage AI for scalable, personalized cybersecurity using agentic AI, digital twins, and domain-specific language models, with Cybertron and Vision One as core platforms.
Organizational structure reformed into multiple business units (Mogana/MagnaAI, VicOne, TXOne/txOne, Trend Life/TrendLife, Trend AI/TrendAl) to address sector-specific needs and maximize AI market opportunities.
Emphasis on proactive, context-rich protection for enterprises and consumers, automating and democratizing cybersecurity knowledge.
Aggressive expansion in AI-driven enterprise, physical AI cybersecurity, robotics, and autonomous vehicles.
Organizational structure supports scalable, customizable, industry-specific solutions.
Business unit developments and market positioning
VicOne targets hypergrowth in automotive and robotics cybersecurity, with global partnerships, 130%+ CAGR (2025–2028), and $10M 2025 sales forecast.
Trend Life/TrendLife rebrands consumer business to focus on digital life protection, now 34% of global consumer revenue, expanding beyond antivirus to address scams, identity theft, and AI-driven threats.
Recognized as a leader in consumer digital life protection, with major partnerships in the UK and Japan, and new co-branded solutions launching in 2026.
Enterprise business rebranded as Trend AI/TrendAl, centered on Vision One, integrating 11 solution families and driving rapid platform adoption.
Vision One platform adoption has grown rapidly, with 74% ARR growth, 46% attach rate among large customers, and high customer retention.
Product and platform innovation
Vision One platform drives enterprise growth, with average solutions per customer at 4.9 and 77% of enterprise ARR from customers using 4+ solutions.
Introduces agentic SIEM, SOAR, and AI-driven SOC capabilities, focusing on risk quantification and compliance automation.
Expands ecosystem with 900+ third-party integrations and strategic partnerships (AWS, Microsoft, Google, NVIDIA, IBM, Kyndryl).
Long-term margin strategy given new BUs?
Enterprise go-to-market transformation outcomes?
VicOne's global scaling challenges/accelerators?
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Next Trend Micro earnings date
Q4 202512 Feb, 2026
Next Trend Micro earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Trend Micro Incorporated is a cybersecurity service provider, known for its comprehensive internet and computer content security and threat management solutions. The company's extensive product portfolio encompasses security software, network and web security, mobile device security, and anti-spam products. Trend Micro is also known for its solutions that protect data and intellectual property with integrated modules for various compliance and security needs, including ransomware and GDPR compliance, among others. The company is headquartered in Shibuya-ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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