- Increase of 9% in operating income to drive 20% operating margin*
- Increase of 43% in cash flow from operations
- Increase of 94% in Trend Vision One™ large enterprise annual recurring revenue (ARR)**, contributing to total company ARR surpassing U.S. $1.6 Billion
TOKYO, Aug. 7, 2025 /PRNewswire/ — Trend Micro Incorporated (4704, TSE: 4704), the largest global cybersecurity company headquartered outside the U.S., today announced second-quarter 2025 financial earnings, ending, June 30, 2025, with annual reoccurring revenue exceeding U.S. $1.6 Billion, up 1% year-over-year (YoY).
Trend’s enterprise business was fueled by ongoing platform adoption and expansion contributing to 4% YoY net sales growth in constant currency. A key accelerator of expansion is the proactive capabilities of Trend’s cyber risk exposure management, increasing module adoption 62%, driving the positive momentum in large enterprise ARR of 3% YoY.
“Our proactive security strategy has proven its strength, with a remarkable 94% YoY growth in platform ARR this quarter,” said Eva Chen, co-founder and CEO at Trend. “Despite some uncertainties driven by global economic turmoil as well as currency headwinds, we are strategically positioned for growth and resilience. As businesses increasingly seek security solutions for their AI-driven transformations, we are the only trusted party to deliver a hybrid enterprise platform.”
In Q2, Trend’s ARR from managed service providers accelerated to 5x per customer as more MSPs realize the power of delivering a leading proactive security solution.
During the same period, Trend’s consumer business grew 55% YoY in beyond device gross sales, now exceeding $89M and representing 35% of total consumer sales. With the successful migration completed to a new merchant of record for processing credit card transactions, the business unit grew over 132k downloads of Trend Micro ScamCheck in the second quarter.
“Sales this quarter were softer than anticipated, largely due to ongoing economic uncertainty, which delayed more deals than we have ever experienced. Despite this, we remain confident in our teams’ ability to close these deals in the second half and adapt through these unprecedented challenging market conditions,” said Kevin Simzer, COO at Trend. “We are committed to refining investments into key growth areas to fuel our top-line growth while maintaining strong operational expense management.”
For this quarter, Trend Micro posted consolidated net sales of 66,407 million Yen (or US $459 million, 144.61 JPY = 1USD). The company posted operating income of 13,465 million Yen (or US $93 million) and net income attributable to owners of the parent of 5,478 million Yen (or US $37 million) for the quarter.