Trend Micro Reports Earnings Results for Q4 2024 and FY2024
Trend Micro (TMICY) reported strong financial results for Q4 and FY2024, with global net sales growing 10% YoY. The company's enterprise segment showed robust performance with a 10% YoY increase in net sales and 7% YoY growth in enterprise ARR, exceeding US $1.3 billion.
Q4 consolidated net sales reached 69,979 million Yen (US $458 million), with operating income of 8,868 million Yen (US $58 million). The company's operating margin improved to 18% in 2024, with 47% YoY operating income growth. Next-gen AI SOC ARR grew 21% YoY to over US $273M, while pre-GAAP commercial revenue increased 24% globally at constant currency in Q4.
For FY2025, Trend Micro projects consolidated net sales of 288,600 million Yen (US $1,874 million), with expected operating income of 60,300 million Yen (US $391 million).
Trend Micro (TMICY) ha riportato risultati finanziari solidi per il Q4 e l'anno fiscale 2024, con vendite nette globali in crescita del 10% su base annua. Il segmento enterprise dell'azienda ha mostrato una performance robusta con un aumento del 10% delle vendite nette e una crescita del 7% nell'ARR enterprise, superando 1,3 miliardi di dollari USA.
Le vendite nette consolidate del Q4 hanno raggiunto 69.979 milioni di Yen (458 milioni di dollari USA), con un reddito operativo di 8.868 milioni di Yen (58 milioni di dollari USA). Il margine operativo dell'azienda è migliorato al 18% nel 2024, con una crescita del reddito operativo del 47% su base annua. L'ARR del SOC AI di nuova generazione è cresciuto del 21% su base annua, superando i 273 milioni di dollari USA, mentre il fatturato commerciale pre-GAAP è aumentato del 24% a livello globale a valuta costante nel Q4.
Per l'anno fiscale 2025, Trend Micro prevede vendite nette consolidate di 288.600 milioni di Yen (1.874 milioni di dollari USA), con un reddito operativo previsto di 60.300 milioni di Yen (391 milioni di dollari USA).
Trend Micro (TMICY) reportó resultados financieros sólidos para el cuarto trimestre y el año fiscal 2024, con ventas netas globales creciendo un 10% interanual. El segmento empresarial de la compañía mostró un rendimiento robusto con un aumento del 10% en las ventas netas y un crecimiento del 7% en el ARR empresarial, superando 1.3 mil millones de dólares EE. UU..
Las ventas netas consolidadas del cuarto trimestre alcanzaron 69,979 millones de yenes (458 millones de dólares EE. UU.), con un ingreso operativo de 8,868 millones de yenes (58 millones de dólares EE. UU.). El margen operativo de la compañía mejoró al 18% en 2024, con un crecimiento del ingreso operativo del 47% interanual. El ARR del SOC de IA de próxima generación creció un 21% interanual, superando los 273 millones de dólares EE. UU., mientras que los ingresos comerciales pre-GAAP aumentaron un 24% a nivel global a moneda constante en el cuarto trimestre.
Para el año fiscal 2025, Trend Micro proyecta ventas netas consolidadas de 288,600 millones de yenes (1,874 millones de dólares EE. UU.), con un ingreso operativo esperado de 60,300 millones de yenes (391 millones de dólares EE. UU.).
트렌드 마이크로 (TMICY)는 2024년 4분기 및 회계 연도에 대한 강력한 재무 결과를 보고했으며, 전 세계 순매출이 전년 대비 10% 증가했습니다. 회사의 기업 부문은 순매출이 전년 대비 10% 증가하고 기업 ARR이 7% 증가하여 13억 달러를 초과하는 강력한 성과를 보였습니다.
4분기 통합 순매출은 69,979백만 엔(4억 5800만 달러)에 달했으며, 운영 소득은 8,868백만 엔(5,800만 달러)입니다. 회사의 운영 마진은 2024년에 18%로 개선되었으며, 운영 소득은 전년 대비 47% 증가했습니다. 차세대 AI SOC ARR은 전년 대비 21% 증가하여 2억 7300만 달러를 초과했으며, Q4에서 GAAP 전 상업 수익은 일정한 통화로 전 세계적으로 24% 증가했습니다.
2025 회계 연도에 대해 트렌드 마이크로는 통합 순매출이 288,600백만 엔(18억 7400만 달러)에 이를 것으로 예상하며, 예상 운영 소득은 60,300백만 엔(3억 9100만 달러)입니다.
Trend Micro (TMICY) a annoncé de solides résultats financiers pour le quatrième trimestre et l'exercice 2024, avec des ventes nettes mondiales en hausse de 10 % par rapport à l'année précédente. Le segment entreprise de la société a montré une performance robuste avec une augmentation de 10 % des ventes nettes et une croissance de 7 % de l'ARR entreprise, dépassant 1,3 milliard de dollars américains.
Les ventes nettes consolidées du quatrième trimestre ont atteint 69 979 millions de yens (458 millions de dollars américains), avec un revenu opérationnel de 8 868 millions de yens (58 millions de dollars américains). La marge opérationnelle de l'entreprise s'est améliorée à 18 % en 2024, avec une croissance du revenu opérationnel de 47 % par rapport à l'année précédente. L'ARR du SOC IA de nouvelle génération a augmenté de 21 % par rapport à l'année précédente, dépassant les 273 millions de dollars américains, tandis que les revenus commerciaux avant GAAP ont augmenté de 24 % dans le monde à taux de change constant au quatrième trimestre.
Pour l'exercice 2025, Trend Micro prévoit des ventes nettes consolidées de 288 600 millions de yens (1 874 millions de dollars américains), avec un revenu opérationnel prévu de 60 300 millions de yens (391 millions de dollars américains).
Trend Micro (TMICY) hat starke finanzielle Ergebnisse für das 4. Quartal und das Geschäftsjahr 2024 gemeldet, mit einem globalen Nettoumsatzwachstum von 10% im Jahresvergleich. Der Unternehmensbereich des Unternehmens zeigte eine robuste Leistung mit einem Nettoumsatzanstieg von 10% im Jahresvergleich und einem Wachstum des Unternehmens-ARR von 7%, das 1,3 Milliarden US-Dollar überstieg.
Die konsolidierten Nettoumsätze des 4. Quartals erreichten 69.979 Millionen Yen (458 Millionen US-Dollar) bei einem operativen Einkommen von 8.868 Millionen Yen (58 Millionen US-Dollar). Die operative Marge des Unternehmens verbesserte sich im Jahr 2024 auf 18%, mit einem operativen Einkommenswachstum von 47% im Jahresvergleich. Das ARR des Next-Gen AI SOC wuchs im Jahresvergleich um 21% auf über 273 Millionen US-Dollar, während die kommerziellen Einnahmen vor GAAP im Q4 weltweit bei konstantem Wechselkurs um 24% zunahmen.
Für das Geschäftsjahr 2025 prognostiziert Trend Micro konsolidierte Nettoumsätze von 288.600 Millionen Yen (1.874 Millionen US-Dollar) mit einem erwarteten operativen Einkommen von 60.300 Millionen Yen (391 Millionen US-Dollar).
- Global net sales increased 10% YoY in 2024
- Enterprise ARR grew 7% YoY to over US $1.3 billion
- Operating margin improved to 18% with 47% YoY operating income growth
- Next-gen AI SOC ARR increased 21% YoY to US $273M
- Pre-GAAP commercial revenue grew 24% globally in Q4
- Platform adoption reached nearly 40% attachment rate in Q4
- Over 10,000 customers now using enterprise platform
- None.
- Increase of
10% globally in net sales at actual currency in 2024 - Increase of
21% in next-gen AI security operations center (SOC) annual recurring revenue (ARR), growing the total enterprise ARR by7% to over US$1.3 Billion - Increase of
24% globally in pre-GAAP commercial revenue at constant currency in Q4 - Increase of 48% in operating income improving operating margin to
18% in 2024
In Q4, platform adoption propelled Trend's enterprise net sales by +
Eva Chen, co-founder and CEO at Trend: "Our strong Q4 performance is proof that our enterprise cybersecurity platform is unlocking unprecedented value for our customers, and this is just the beginning. Our ability to bring visibility from obscurity turns the table on the attacker, and that is the game changer. Proactive security starts here!"
The proactive capabilities of Trend's cyber risk exposure management accelerated a platform attachment rate of nearly
Kevin Simzer, COO at Trend: "The rise of enterprise AI and platform consolidation are changing the security landscape like never before, relegating old approaches like SIEM and empowering organizations to better manage cyber risk. We see platform adoption growing worldwide, driving accelerated performance across all regions with double digit pre-GAAP commercial growth of
The desire for fewer siloed tools and better visibility is driving rapid industry consolidation, reflected by over ten thousand customers now leveraging the power of Trend's enterprise platform.
For this quarter, Trend Micro posted consolidated net sales of
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 Q4 2024
Innovative: Trend nurtures a culture of innovation to drive advancements across its cybersecurity platform.
- Collaborated with NVIDIA to offer their ecosystem of partners a way to safeguard AI deployments and mitigate evolving cyber threats
- Launched enhanced cloud security and AI-driven security platform for Amazon Web Services (AWS) developers
- Awarded Google Cloud Ready – Regulated & Sovereignty Solutions status, driving innovation and delivering enhanced solutions to the market.
Trusted: Trend is a trusted partner to the customers and communities that it serves.
- Invited to present at Paris Peace Forum to drive secure AI Adoption as a longtime contributor to global security initiatives.
- Published critical research warning of hyper-personalized, AI-powered attacks emerging that will require industry-wide effort to address.
- Achieved gold standard compliance ranking, FedRAMP® Authorization to Operate (ATO), enabling governments to leverage unmatched threat intelligence and risk management.
Global: Trend has the most geographically diverse customer base in the industry, with millions of sensors powering the Trend Vision One™ platform's superior cyber risk exposure management.
- Enabled Managed Service Provides (MSPs) to double impact and revenue with modified cybersecurity platform offering.
- Named a Leader in the 2024 Gartner® Magic Quadrant™ for Email Security Platforms (ESP), a critical part of its comprehensive cybersecurity platform.
- Achieved
100% coverage rate in MITRE ATT&CK® Evaluations, reflecting industry leadership in global threat intelligence.
Trend Micro was awarded the following patents in Q4 2024:
Patent No. | Issue Date | Title |
12130922 | 10/29/2024 | Scanning of files in a customer account of a cloud service for cybersecurity |
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.
i At constant currency in Yen |
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SOURCE Trend Micro Incorporated
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