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.
Trend Micro (TMICY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Trend Micro Incorporated (OTCPK:TMICY) Q1 2025 Results Conference Call May 8, 2025 3:00 AM ET Company Participants Mahendra Negi - Chief Financial Officer Eva Chen - Chief Executive Officer & Co-Founder Kevin Simzer - Chief Operating Officer Akihiko Omikawa - Executive Vice President Japan & Cyber Security Institute Conference Call Participants Hideaki Tanaka - Morgan Stanley Satoru Kikuchi - SMBC Nikko Securities Mahendra Negi So this is the First Quarter Summary Results. The revenue has grown by 2%, and the operating profit has increased by 24% and operating profit margin is growing nicely.
Trend Micro Incorporated (OTCPK:TMICY) Q4 2024 Earnings Conference Call February 18, 2025 2:00 AM ET Company Participants Mahendra Negi - Chief Financial Officer Eva Chen - Chief Executive Officer & Co-Founder Kevin Simzer - Chief Operating Officer Akihiko Omikawa - Executive Vice President Japan & Cyber Security Institute Conference Call Participants Hideaki Tanaka - Morgan Stanley Hiroko Sato - Jefferies Securities Mahendra Negi This is the Fourth Quarter summary. Net sales up by 8%, this is more or less as expected.
Trend Micro Incorporated (OTCPK:TMICY) Q3 2024 Earnings Conference Call November 12, 2024 2:00 AM ET Company Participants Mahendra Negi - CFO Kevin Simzer - COO Akihiko Omikawa - EVP Japan and Global Consumer Business Conference Call Participants Makoto Ueno - Daiwa Securities Hideaki Tanaka - Morgan Stanley Hiroko Sato - Jefferies Satoru Kikuchi - SMBC Nikko Securities Mahendra Negi This is the summary of Q3. Net sales grew by 6% and operating expenses grew by 1% and operating income grew by 30%.
Trend Micro (TMICY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Trend Micro Incorporated (OTCPK:TMICY) Q2 2024 Earnings Conference Call August 8, 2024 3:00 AM ET Company Participants Mahendra Negi - CFO and Representative Director Eva Chen - Chief Executive Officer & Co-founder Kevin Simzer - COO Akihiko Omikawa - Director and EVP Conference Call Participants Gran Casa Ueno - Daiwa Securities Satoru Kikuchi - SMBC Nikko Securities Mahendra Negi I'd like to get started with my presentation about this Q2 results. So, this is a summary slide sales, 13% growth, net sales and operating income 42% plus.