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Visual21 Nov 2025
Data center suppliers
Trend Micro (4704) investor relations material
Trend Micro Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Achieved record-high operating and ordinary income in Q3 2025, with net sales up 1% year-over-year and operating margin at 23%.
Net income increased 48% year-over-year, driven by FX gains and cost reductions, especially in stock option expenses.
Enterprise segment net sales grew 4% year-over-year, while consumer segment declined 9%.
Platform adoption, especially Vision One, continues to drive growth, with 11.2K customers and 74% YoY ARR growth for the platform.
Cost controls in personnel, outsourcing, and cloud costs contributed to improved profitability despite stagnant sales.
Financial highlights
Q3 2025 net sales: ¥68,844 million (+1% YoY); operating income: ¥16,001 million (+8% YoY); net income: ¥12,606 million (+48% YoY).
Ordinary income up 51% year-over-year, largely due to FX gain versus prior year FX loss.
Pre-GAAP operating income up 31% YoY; excluding stock option cost decrease, operating income was flat YoY.
Cash and cash equivalents at quarter-end: ¥210,633 million, up 18% from June 2025.
Gross margin improved as cost of sales and operating expenses declined 3.1% year-over-year.
Outlook and guidance
FY2025 guidance unchanged: net sales ¥274,000 million, operating income ¥53,600 million (20% margin), net income ¥30,200 million.
Expected full-year operating income growth of 11% YoY; net income expected to decline 12% YoY.
Main assumed exchange rates: 1 USD = ¥147, 1 EUR = ¥172.
What caused Pre-GAAP operating income decline?
Address Americas region sales decline drivers
Explain TFI consolidation despite limited partner status
Enterprise ARR growth slowdown drivers
Consumer business recovery strategy & timeline
Japan Vision One platform adoption dynamics
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Investor Day 20254 Dec, 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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