Trend Micro Reports Earnings Results for Q4 2025 and FY 2025
Trend Micro Reports Earnings Results for Q4 2025 and FY 2025
Publish Date: 2026-02-18 05:00:00
Source Domain: www.prnewswire.com
- Highest-ever quarterly Net Revenue
- Highest-ever Net Revenue and Operating Income for the full year
- Growth fueled by TrendAI Vision One™ with an increase of 58% YoY in large enterprise platform annual recurring revenue (ARR)*
TOKYO, Feb. 18, 2026 /PRNewswire/ — Trend Micro Incorporated (TYO: 4704;TSE: 4704), the largest global cybersecurity company headquartered outside the U.S., today announced earnings results for the fourth quarter and fiscal year 2025, ending December 31, 2025, reporting 5% and 1% year-over-year net sales growth**, respectively.
Fiscal year 2025 saw the highest ever full year net revenue and operating income, hitting ¥276B and ¥58B, respectively. Powered by solid Q4 performance, total company annual recurring revenue grew to U.S. $1.7B***, balanced with continued improvement of operating margin at 21%** for 2025.
Eva Chen, co-founder and CEO at Trend Micro: “AI has fundamentally changed every aspect of the modern world. Generative and agentic AI has shifted the value of software from an information advantage to a decision advantage, where decision authority and trust are paramount making proactive security essential in the AI-era. Aligned to our strategy of intercepting new technologies like cloud & AI early, Trend has transformed into a new structure to align with the evolving AI-centric buying needs across enterprises and consumers.”
Trend’s enterprise business saw net sales growth of 8% YoY** in Q4, closing out 2025 with enterprise ARR up 2%, surpassing $1.3B***. Platform adoption and expansion continues to propel sales as enterprises seek tool consolidation and proactive security to manage risk and remain ahead of accelerating AI-driven cyber threats. Up 58% in Q4, large enterprise platform ARR reached $467M*, with 1K new customers attached in 2025.
Q4 saw the launch of TrendAI Vision One™ for service providers, focused on delivering the platform capabilities to…