Trend Micro Reports Earnings Results for Q1 2025
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.
The quarter saw significant achievements including the launch of Trend Cybertron AI, partnerships with Intel and NVIDIA, and strong cloud marketplace growth with AWS showing 25% YoY ARR increase.Trend Micro ha riportato risultati solidi nel primo trimestre del 2025 con un utile operativo in crescita del 24% e un margine operativo del 22%. L'azienda ha registrato una crescita globale delle vendite nette del 2% e il totale ARR ha superato i 1,7 miliardi di dollari, in aumento del 3% su base annua. Il business enterprise è cresciuto del 5% su base annua nelle vendite nette, con l'ARR delle grandi imprese che ha superato 1,3 miliardi di dollari. La piattaforma Trend Vision One ha registrato una crescita del 14% nell'ARR delle grandi imprese.
Le vendite nette consolidate del primo trimestre hanno raggiunto 67.501 milioni di Yen (442 milioni di dollari), con un utile operativo di 15.006 milioni di Yen (98 milioni di dollari) e un utile netto di 8.858 milioni di Yen (58 milioni di dollari). Per l'anno fiscale 2025, Trend Micro mantiene le previsioni di 288.600 milioni di Yen (1,87 miliardi di dollari) in vendite nette e 60.300 milioni di Yen (391 milioni di dollari) in utile operativo.
Il trimestre ha visto importanti risultati, tra cui il lancio di Trend Cybertron AI, partnership con Intel e NVIDIA, e una forte crescita del marketplace cloud con AWS che ha mostrato un aumento del 25% dell'ARR su base annua.
Trend Micro reportó sólidos resultados en el primer trimestre de 2025 con un ingreso operativo incrementado en un 24% y un margen operativo del 22%. La compañía logró un crecimiento global de ventas netas del 2% y el ARR total superó los 1,7 mil millones de dólares, aumentando un 3% interanual. El negocio empresarial creció un 5% interanual en ventas netas, con un ARR para grandes empresas que superó los 1,3 mil millones de dólares. La plataforma Trend Vision One experimentó un crecimiento del 14% en el ARR de grandes empresas.
Las ventas netas consolidadas del primer trimestre alcanzaron 67.501 millones de yenes (442 millones de dólares), con un ingreso operativo de 15.006 millones de yenes (98 millones de dólares) y un ingreso neto de 8.858 millones de yenes (58 millones de dólares). Para el año fiscal 2025, Trend Micro mantiene su guía de 288.600 millones de yenes (1,87 mil millones de dólares) en ventas netas y 60.300 millones de yenes (391 millones de dólares) en ingreso operativo.
El trimestre incluyó logros importantes como el lanzamiento de Trend Cybertron AI, asociaciones con Intel y NVIDIA, y un fuerte crecimiento en el mercado cloud con AWS mostrando un aumento del 25% en ARR interanual.
트렌드마이크로는 2025년 1분기에 영업이익이 24% 증가하고 영업이익률이 22%를 기록하는 강력한 실적을 보고했습니다. 회사는 글로벌 순매출이 2% 성장했으며 총 ARR은 17억 달러를 넘어 전년 대비 3% 증가했습니다. 엔터프라이즈 사업은 순매출이 전년 대비 5% 성장했으며, 대기업 ARR은 13억 달러를 넘어섰습니다. 트렌드 비전 원 플랫폼은 대기업 ARR에서 14% 성장을 보였습니다.
1분기 연결 순매출은 6,750억 1천만 엔 (4억 4,200만 달러)에 달했으며, 영업이익은 1,500억 6천만 엔 (9,800만 달러), 순이익은 885억 8천만 엔 (5,800만 달러)이었습니다. 2025 회계연도에 대해 트렌드마이크로는 2조 8,860억 엔 (18억 7천만 달러)의 순매출과 6,030억 엔 (3억 9,100만 달러)의 영업이익 전망을 유지하고 있습니다.
이번 분기에는 트렌드 사이버트론 AI 출시, 인텔 및 NVIDIA와의 파트너십, AWS가 연간 ARR 25% 증가를 보인 강력한 클라우드 마켓플레이스 성장 등 중요한 성과가 있었습니다.
Trend Micro a annoncé de solides résultats pour le premier trimestre 2025 avec un résultat opérationnel en hausse de 24% et une marge opérationnelle de 22%. La société a enregistré une croissance des ventes nettes mondiales de 2% et le ARR total a dépassé 1,7 milliard de dollars, en hausse de 3% sur un an. Le secteur entreprise a connu une croissance de 5% des ventes nettes sur un an, avec un ARR des grandes entreprises dépassant 1,3 milliard de dollars. La plateforme Trend Vision One a enregistré une croissance de 14% de l’ARR des grandes entreprises.
Les ventes nettes consolidées du premier trimestre ont atteint 67 501 millions de yens (442 millions de dollars), avec un résultat opérationnel de 15 006 millions de yens (98 millions de dollars) et un résultat net de 8 858 millions de yens (58 millions de dollars). Pour l’exercice 2025, Trend Micro maintient ses prévisions de 288 600 millions de yens (1,87 milliard de dollars) de ventes nettes et de 60 300 millions de yens (391 millions de dollars) de résultat opérationnel.
Le trimestre a été marqué par des réalisations majeures, notamment le lancement de Trend Cybertron AI, des partenariats avec Intel et NVIDIA, ainsi qu’une forte croissance du marché cloud avec AWS affichant une augmentation annuelle de 25% de l’ARR.
Trend Micro meldete starke Ergebnisse für das erste Quartal 2025 mit einem operativen Gewinnanstieg von 24% und einer operativen Marge von 22%. Das Unternehmen erzielte ein globales Nettoumsatzwachstum von 2% und der gesamte ARR überstieg 1,7 Milliarden US-Dollar, was einem Anstieg von 3% im Jahresvergleich entspricht. Das Enterprise-Geschäft wuchs im Nettoumsatz um 5% im Jahresvergleich, wobei der ARR großer Unternehmen über 1,3 Milliarden US-Dollar lag. Die Trend Vision One Plattform verzeichnete ein Wachstum von 14% im ARR großer Unternehmen.
Der konsolidierte Nettoumsatz im ersten Quartal erreichte 67.501 Millionen Yen (442 Millionen US-Dollar), mit einem operativen Gewinn von 15.006 Millionen Yen (98 Millionen US-Dollar) und einem Nettogewinn von 8.858 Millionen Yen (58 Millionen US-Dollar). Für das Geschäftsjahr 2025 hält Trend Micro seine Prognose von 288.600 Millionen Yen (1,87 Milliarden US-Dollar) Nettoumsatz und 60.300 Millionen Yen (391 Millionen US-Dollar) operativem Gewinn aufrecht.
Das Quartal brachte bedeutende Erfolge, darunter die Einführung von Trend Cybertron AI, Partnerschaften mit Intel und NVIDIA sowie ein starkes Wachstum auf dem Cloud-Marktplatz, wobei AWS ein ARR-Wachstum von 25% im Jahresvergleich verzeichnete.
- Operating income increased 24% with 22% operating margin
- Total company ARR exceeded $1.7 billion, up 3% YoY
- Enterprise business grew 5% YoY in net sales
- Trend Vision One platform achieved 14% growth in large enterprise ARR
- Consumer business grew 14% YoY in beyond device protection revenue
- AWS Marketplace ARR increased 25% YoY
- Softening of pre-GAAP performance due to historical multi-year transactions
- Americas performance impacted by US administration changes
- Backlogged consumer renewals affecting current performance
- Consumer business reducing multi-year deals
- Increase of
24% in operating income* to drive22% operating margin - Increase of
2% globally in net sales growth at actual currency - Increase of
14% in Trend Vision One™ large enterprise annual recurring revenue (ARR), contributing to total company ARR surpassing$1.7 Billion
"Our profitable growth and resilience are attributed to the ongoing execution of our corporate transformation strategy, despite facing the inevitable challenges of uncertain times," said Eva Chen, CEO and co-founder at Trend. "As AI reshapes operations for most organizations and enables scale and sophistication for threat actor attacks, our hybrid enterprise platform and proactive security delivers the best protection for our customers."
Trend's enterprise business grew
Module adoption accelerated ARR by a 3.7x multiplier with
Over 100 new strategic managed service providers joined in delivering proactive security outcomes fueling small enterprises with
Trend's consumer business grew
The company completed a significant transformation of its e-commerce platform for consumer purchasing, with backlogged consumer renewals to be fully realized in Q2. The consumer business remains in line with internal plan and with the continued strategy of reducing multi-year deals.
"Our disciplined focus on the bottom line did a really nice job of driving up operating margin to
For this quarter, Trend Micro posted consolidated net sales of
The company does not revise expected consolidated results for the full fiscal year ending December 31, 2025 (released on February 18, 2025). Based on information currently available to the company, consolidated net sales for the year ending December 31, 2025 are expected to be
Key business updates in Q1 2025
Innovative: Trend nurtures a culture of innovation to drive advancements across its cybersecurity platform.
- Launched the first proactive cybersecurity AI — Trend Cybertron — supercharging proactive risk management, threat modeling, attack path prediction, and actionable insights in a single platform.
- Drove the future of agentic cybersecurity with an open-source AI model and agent frameworks, leveraging NVIDIA to accelerate the development of autonomous cybersecurity agents.
- Joined forces with Intel to harness the power of software and hardware security to drive stronger protection of critical systems from covert threats.
Trusted: Trend is a trusted partner to the customers and communities that it serves.
- Recognized as a 2024 Gartner Peer Insights™ Customers' Choice for Cloud-Native Application Protection Platforms.
- Brought visibility the AI application threats landscape during the Paris Peace Forum's AI Action Summit to guide AI governance.
- Issued research that warning that a lack of expertise could be exposing private 5G networks to compromise.
Global: Trend has the most geographically diverse customer bases in the industry, with millions of sensors powering the Trend Vision One™ platform for superior attack surface risk management.
- Ranked #1 as a Channel Champion by Canalys once again, being recognized for Trend's go-to-market innovation, consistent partner engagement and the most global customer base.
- Grew rapidly with critical cloud partners and hyperscalers, including a
25% YoY increase in ARR with AWS Marketplace worldwide. - Revealed a continued annual decline in its Cyber Risk Index score as organizations see measurable risk reduction through proactive security approaches.
Trend was awarded the following patents in Q1 2025:
Patent No. | Issue Date | Title |
12206701 | 01/21/2025 | System and method for evaluating performance of a patching process of an enterprise network |
12223045 | 02/11/2025 | Protecting customers against supply chain attacks by detecting a behavior change between versions of an application program |
12254089 | 03/18/2025 | Malware families identification based upon hierarchical clustering |
*Actual currency in Yen
**Compared to non-Vision One MSP ARR.
Notice Regarding Forward-Looking Statements
Certain statements included in this press release that are not historical facts are forward-looking statements. Forward-looking statements are sometimes accompanied by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "predict," "potential," "seem," "seek," "future," "outlook" and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These statements are based on our current expectations and beliefs and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Although we believe that the expectations reflected in our forward-looking statements are reasonable, we do not know whether our expectations will prove correct. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, even if subsequently made available by us on our website or otherwise. We do not undertake any obligation to update, amend or clarify these forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.
About Trend Micro
Trend Micro, a global cybersecurity leader, helps make the world safe for exchanging digital information. Fueled by decades of security expertise, global threat research, and continuous innovation, Trend Micro's AI-powered cybersecurity platform protects hundreds of thousands of organizations and millions of individuals across clouds, networks, devices, and endpoints. As a leader in cloud and enterprise cybersecurity, Trend's platform delivers a powerful range of advanced threat defense techniques optimized for environments like AWS, Microsoft, and Google, and central visibility for better, faster detection and response. With 7,000 employees across 70 countries, Trend Micro enables organizations to simplify and secure their connected world. www.TrendMicro.com.
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SOURCE Trend Micro Incorporated
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