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Trend Micro Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
First half of FY2025 saw global uncertainty, delayed deals, and a slowdown in business activity, with net sales down 0.5% year-over-year and operating income up 16.5% to 28,472 million yen.
Net income declined 19.9% to 14,336 million yen, and comprehensive income dropped 55.4% due to foreign currency translation losses.
Operating margins improved to 20-21.3% in Q2 FY2025, supported by cost controls and growth in Japan's enterprise business.
Cash flows from operating activities increased 43% year-over-year, with cash and cash equivalents rising to 195,469 million yen.
Despite challenges, global investment in AI and AI-driven security initiatives remained a focus.
Financial highlights
Q2 ARR reached $1.6 billion, with large enterprise ARR growing 94% year-over-year and Vision One native/cyber services leading growth.
Q2 FY2025 net sales were 66,407 million yen (-3% YoY), operating income 13,465 million yen (+9% YoY), and net income 5,478 million yen (-23% YoY).
Gross profit for the first half was 101,971 million yen, with a gross margin of 76.2%.
Cash and bank deposits rose to 195,469 million yen, up 25,413 million yen from FY2024 year-end.
Deferred revenue at quarter-end was 214,473 million yen, up 3,830 million yen from March 2025.
Outlook and guidance
FY2025 net sales forecast revised down to 274,000 million yen (flat to +0.5% YoY), with operating income projected at 53,600 million yen (11.4% increase) and net income at 30,200 million yen (12.1% decrease).
Guidance reflects FX headwinds, longer deal cycles, and lower expected sales in the Americas, with cost reductions partially offsetting revenue headwinds.
Ongoing migration to Vision One SaaS platform and focus on expanding AI-powered security offerings.
Why did Americas region sales decrease?
Explain the FY2025 sales forecast revision.
What drove the decrease in retained earnings?
Progress of non-V1 SaaS customer migration
Detail the AI factory security offering
Quantify Agentic SIEM performance gains
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Next Trend Micro earnings date
Q3 202512 Nov, 2025
Next Trend Micro earnings date
Q3 202512 Nov, 2025
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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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