Trend Micro Inc. (4704)

Currency in JPY
6,439.0
-102.0(-1.56%)
Closed·

4704 Earnings

Latest Release
Aug 13, 2026
EPS / Forecast
26.84 / 64.95
Revenue / Forecast
74.74B / 72.79B
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
2026/09--/64.62--/75.40B----Free Sign Up
2026/0626.84/64.9574.74B/72.79B-58.68%+2.68%Free Sign Up
2026/0390.14/87.2873.86B/71.88B+3.28%+2.75%Free Sign Up
2025/1257.56/46.4073.23B/71.31B+24.05%+2.69%Free Sign Up
2025/0995.72/78.6068.84B/68.47B+21.78%+0.54%Free Sign Up
2025/0641.33/75.4566.41B/70.48B-45.22%-5.77%Free Sign Up
2025/0366.94/78.7767.50B/67.87B-15.02%-0.55%Free Sign Up
2024/1260.57/70.0869.98B/69.42B-13.57%+0.81%Free Sign Up
2024/0965.33/76.9168.12B/69.08B-15.06%-1.39%Free Sign Up
2024/0653.84/63.1168.60B/65.97B-14.69%+3.99%Free Sign Up

All numbers in JPY

Trend Micro Inc. Earnings Call Summary for Q2/2026

  • Trend Micro posted record Q2 net sales, up 13% YoY reported (3% constant-currency), but operating income plunged 54% amid heavy AI and cloud investments.
  • Vision One platform ARR surged 49% YoY with 122% net retention, now representing half of total ARR as legacy SaaS products continue to decline.
  • Full-year sales guidance maintained, but profit outlook cut across operating, ordinary and net income due to ongoing cloud infrastructure costs.
  • Management targets 8-10% CAGR through 2028, calling 2025 a 'transformation year' with ARR growth expected to accelerate in H2 and drive future margins.
  • Shares fell 1.65% to $6,851 as investors weighed strong platform momentum against margin pressure and JPY 12B cost increase, 80% cloud-related.
Last Updated: 2026-08-13, 06:48 a/m
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FAQ

What Is Trend Micro Inc.'s Earnings Per Share (TTM)?

The Trend Micro Inc. EPS (TTM) is 270.4.

When Is The Next Trend Micro Inc. Earnings Date?

Trend Micro Inc. will release its next earnings report on Nov 05, 2026.

What Is Trend Micro Inc.’s Revenue Forecasts For Upcoming Quarters?

Trend Micro Inc.’s revenue forecast is 75.40B.

How Did Trend Micro Inc. React to the Company's Latest Earnings Report?

Trend Micro Inc. reported a -58.68% EPS surprise and a +2.68% revenue surprise, comparing the latest report against analyst forecasts. The stock price changed by -16.0%, reflecting the market's response to the earnings results.
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