Trend Micro Incorporated (TMICY) Q4 2025 Earnings Call Transcript
Trend Micro is undervalued despite leading slightly in generative AI integration relative to CrowdStrike and Palo Alto. TMICY's rapid AI adoption, cost-cutting, and focus on legacy/on-premises clients drive profit growth, with FY2025 operating income up 20%. Risks include slow revenue growth, intense U.S. competition, and consumer segment exposure to Digital River's liquidity issues.
Trend Micro Incorporated (OTCPK:TMICY) Q2 2025 Earnings Conference Call August 7, 2025 3:00 AM ET Company Participants Eva Chen - Co-Founder, President, Group CEO & Representative Director Kevin Simzer - Chief Operating Officer Mahendra Negi - CFO & Representative Director Conference Call Participants Matthew Henderson - JPMorgan Chase & Co, Research Division Satoru Kikuchi - SMBC Nikko Securities Mahendra Negi This is a summary for Q2. Net sales down by 3%, and total OpEx down by 6%, a 9% increase on operating income.
| Transportation Infrastructure Industry | Industrials Sector | Eva Chen CEO | OTC PINK Exchange | 89486M206 CUSIP |
| JP Country | 6,717 Employees | 31 Dec 2024 Last Dividend | 2 Jul 2001 Last Split | 17 Aug 2000 IPO Date |
Trend Micro Incorporated is a global leader in cybersecurity solutions, focusing on the development and sale of security-related software and services. With its headquarters in Tokyo, Japan, the company operates on a worldwide scale, providing advanced security technologies and services. It caters to a broad range of industries including 5G networks, healthcare, manufacturing, oil and gas, electric utilities, and the automotive sector. Founded in 1965, Trend Micro has been at the forefront of the cybersecurity industry, offering innovative solutions to protect computers and networks from various cyber threats.