Trend Micro Stock Price, News & Analysis

Trend Micro (TMICY) has announced its integration with NVIDIA Enterprise AI Factory validated design, offering enhanced security capabilities for AI infrastructure. The collaboration combines Trend Vision One™ for Sovereign Private Cloud with NVIDIA's technologies (NIM microservices, NeMo, and Morpheus cybersecurity AI framework) to deliver a comprehensive security solution that ensures data sovereignty and AI protection.

Key features include 100% data sovereignty with on-premises deployment options, pre-integrated hardware and software, AI-powered threat detection, and comprehensive protection across multiple security domains. The solution specifically targets organizations in government, healthcare, and financial sectors requiring complete data jurisdiction while implementing AI capabilities.

Trend Micro reported strong Q1 2025 results with operating income up 24% and a 22% operating margin. The company achieved 2% global net sales growth and total ARR surpassed $1.7 billion, up 3% YoY. Enterprise business grew 5% YoY in net sales, with large enterprise ARR reaching over $1.3 billion. The company's Trend Vision One platform saw 14% growth in large enterprise ARR.

Q1 consolidated net sales reached 67,501 million Yen ($442 million), with operating income of 15,006 million Yen ($98 million) and net income of 8,858 million Yen ($58 million). For FY2025, Trend Micro maintains its guidance of 288,600 million Yen ($1.87 billion) in net sales and 60,300 million Yen ($391 million) in operating income.

Trend Micro's latest research reveals that 73% of organizations have faced security incidents due to unmanaged assets, highlighting a critical gap in cybersecurity practices. The global study, surveying over 2,000 cybersecurity leaders, shows that while 91% of respondents recognize attack surface management's connection to business risk, only 43% use dedicated tools to manage it.

The research identifies key business impacts of poor asset management, including:

• Operational continuity (42%)
• Market competitiveness (39%)
• Customer trust and brand reputation (39%)
• Supplier relationships (39%)
• Employee productivity (38%)
• Financial performance (38%)

Notably, 55% of organizations lack continuous risk management processes, with only 27% of budgets allocated to attack surface risk management. The study, conducted across 21 countries, emphasizes the growing challenge of managing cyber-attack surfaces, especially with the rise of generative AI and IoT devices.

Trend Micro (TYO: 4704) has unveiled new AI-powered threat detection capabilities specifically designed for enterprises adopting AI at scale. The solution integrates Trend's security expertise with NVIDIA's accelerated computing and AI Enterprise software, while leveraging AWS infrastructure for deployment.

The new AI Detection Model utilizes the NVIDIA Morpheus AI framework and runs on AWS cloud infrastructure, offering real-time analysis of data streams for enhanced threat detection. The platform incorporates NVIDIA Morpheus Digital Fingerprinting for anomaly detection and NVIDIA RAPIDS for large-scale data classification.

The solution runs natively on AWS, taking advantage of its global availability, integrated security, and compliance-ready architecture. Additionally, Trend Vision One platform utilizes AWS AI services like Amazon Bedrock to improve investigation workflows and provide better context for SOC teams during incident response.

Trend Micro (TYO: 4704; TSE: 4704) has released a comprehensive research paper examining the Russian-speaking cyber underground's evolution and impact on global cybercrime. The study reveals how this sophisticated criminal ecosystem operates with organized structures, internal ethics codes, and reputation systems.

The research highlights major trends reshaping the underground economy, including:

• Pandemic's long-term effects
• Double extortion ransomware impacts
• AI and Web3 technology adoption
• Biometric data exposure

The paper explores key criminal operations like ransomware-as-a-service, phishing campaigns, account brute forcing, and Web3 asset monetization. The research also examines how geopolitical shifts have influenced underground collaboration, noting increased connections with Chinese-speaking actors and spillover into the EU.

Trend Micro (TYO: 4704; TSE: 4704) has announced its Thought Leadership Sponsorship of all 2025 Global Anti-Scam Alliance (GASA) Summits, with the first summit taking place in London on March 26-27, 2025. The company unveiled a new voice-enabled feature for its Trend Micro ScamCheck tool, allowing users to verify scams through voice commands.

At the London summit, Jon Clay, VP of Threat Intelligence, will deliver a keynote on deepfakes and AI exploitation in cybercrime. The company will also host a 90-minute workshop led by Lynette Owens, VP of Consumer Education and Marketing, focusing on scam prevention through education and technology.

The partnership with GASA aligns with Trend Micro's 35-year history of collaboration with governments, law enforcement, and businesses in creating a safer digital environment.

Trend Micro (TYO: 4704) reported a significant improvement in cybersecurity metrics, with its Cyber Risk Index (CRI) score dropping to 38.4 in 2024, a 6.2-point decrease from 2023. The score declined consistently throughout the year, from 42.5 in February to 36.3 in December.

Key findings from the 2024 Cyber Risk Report include:

• Risky cloud app access and stale Microsoft Entra ID accounts were identified as top security risks
• Over one billion organizations had multi-factor authentication disabled
• Europe (23.5 days) and Japan (27.5 days) showed fastest Mean Time to Patch
• Education, agriculture, and construction sectors showed highest risk exposure
• Organizations with above-average CRI were 12 times more likely to suffer ransomware breaches

The report also highlighted emerging AI threats including deepfake phishing and virtual kidnapping scams, while emphasizing AI's potential in strengthening cybersecurity defenses through tools like Trend Cybertron.

Trend Micro (TYO: 4704) has announced the open-sourcing of Trend Cybertron, an AI model and agent framework for autonomous cybersecurity. The system is fine-tuned using Llama 3.1 and leverages NVIDIA AI infrastructure for deployment.

The 8-billion-parameter AI model utilizes threat intelligence from over 250 million sensors worldwide. It offers features including resource scanning, risk assessment, priority-based reasoning, and actionable remediation suggestions. The framework aims to help organizations enhance security posture, reduce alert overload, save developers' time, and deliver improved insights from existing risk sensors.

Trend Micro trained the model using NVIDIA DGX supercomputing, with plans to develop a 70 billion parameter version in the future. While the framework is open-source, usage of NVIDIA infrastructure may involve costs.

Trend Micro (TYO: 4704; TSE: 4704), the #1 worldwide cybersecurity channel partner, announces enhanced capabilities of its Trend Vision One™ platform for MSPs and MSSPs. The platform focuses on Cyber Risk Exposure Management (CREM), enabling partners to deliver proactive security services in response to AI-driven threats.

The platform offers key features including:

• Continuous asset risk assessment and monitoring
• Attack surface discovery
• Cyber risk reduction planning
• Real-time risk reporting
• Optimized governance and compliance reporting

Legato Security, a fast-growing managed solution provider, has implemented CREM services through Trend Vision One™, enabling proactive threat detection and mitigation without requiring extensive in-house expertise. The platform leverages AI-driven analytics and multi-tenant management to help partners predict and prevent threats while managing expanding attack surfaces.