Trend Micro Incorporated · TSE:4704

Trend Micro — FY2009 Earnings Presentation

23 slides from Trend Micro's earnings presentation, Feb 18, 2010

  1. Slide 1: Trend 2.0 = Progress to the Cloud

    Trend 2.0 = Progress to the Cloud Protection From the Cloud Protection For the Cloud Trend Micro CEO, Eva Chen Feb 18th, 2010 Classification 2/18/2010 Copyright 2009 Trend Micro Inc. 1

  2. Slide 2: Security that Fits: Threat Landscape

    Security that Fits: Threat Landscape The Smart Trend Protection Micro provides Network stops threats industry-proven in theprotection real-world cloud, The threat before ofreach they volume, youprofit driven, targeting data everywhere Mean Block Rate for Socially Engineered Malware* NEW Threat Every

  3. Slide 3: AV-Test.org Test Results -- 12/09

    AV-Test.org Test Results -- 12/09 FILE REPUTATION WEB REPUTATION OSCE 10 SP1 w/ Endpoint Forefront Client Endpoint Security McAfee Total cloud scan protection v11 Security v1.5 and Control v9.0 Protection for Endpoint w/ARTEMIS & SiteAdvisor 100 = perfect score for each metric Exposure Layer 65.10 0

  4. Slide 4: 2009 was a Tumultuous Year

    2009 was a Tumultuous Year …but we’re on the right track leading into 2010 • Best Buy – Major revenue and share disruptions in 2009 • S2 program and labor changes – Looking forward to 2010 • Exclusive sku deal will gain incremental advertising • Risk- Symantec entry into S2 program in 1H • Walmart –

  5. Slide 5: SPN quotes and success story

    SPN quotes and success story By taking advantage of the Trend Micro Smart Protection Network™ we are blocking threats in the cloud. This has been huge – web reputation technology is helping us immensely, blocking as many 10,000 potentially bad sites a day for us” --Tom Stacy, Analyst, Risk & Operati

  6. Slide 6: Trend Micro 2.0: Protection For The Cloud A Cloud Security Startup

    Trend Micro 2.0: Protection For The Cloud A Cloud Security Startup Copyright 2009 Trend Micro Inc.

  7. Slide 7: We do not know how soon, how big it will be, but we want

    We want to let people find whatever information for free, and we make sure our homepage do not have any banner ads We want to provide a place for classmates to connect to each others and can see each other pictures for free We want to spent a lot of money to build a lots of servers for people to loa

  8. Slide 8: Cloud Market will Reach billion at 2013

    Cloud Market will Reach 150 billion at 2013... (by Gartner)… Explosive Interrelated Unpredictable Dynamic Going Green Compliance Growth of World Demand & Supply Decision is the Regulation Data Economy in Economy Making Future Need Need CLOUD A New Way of Provisioning IT Services Pool of Computing Re

  9. Slide 9: The Shift of infrastructure and Eco System

    The Shift of infrastructure and Eco System Browser Client Cloud-Client Architecture Browser Local Public Private Storage Cloud Cloud Web Server Software as a Service High Performance APP APP APP Web Analytics Finance Medical Computing Application API’s – AJAX Platform as a Service File System – BigT

  10. Slide 10: The IT Pillars and Security Challenges

    The IT 4 Pillars and Security Challenges Virtualization 3G Network Net Devices Dynamic Datacenter with Ubiquitous, Borderless Dynamic Information Flow Data Access Security Innovation to SaaS, PaaS, IaaS Fits Your IT Cloud Computing Ownership of Data vs. Computing New Platform for New Apps comes Conf

  11. Slide 11: Trend Micro Cloud Computing Journey

    Trend Micro Cloud Computing Journey Trend Micro Smart Agent HTTP DNS FTP Incident Monitor Correlation Correlation Trigger Clusterin Analyze MapReduc g Clawer Data Processing r e Hadoop Tracking System (HBASE / Meta Data ) Data Archive Hadoop Message Routing Framework Infrastructure Web (HDFS) Reputa

  12. Slide 12: Trend 2.0 --- Protection for the Cloud

    Trend 2.0 --- Protection for the Cloud Virtualization • Security Implication : System Mobility and Compliance • Measurement : Alliances Quality and New Revenue 3G Network Net Devices • Security Implication : Data Mobility • Measurement : 3G Net Device touch points SaaS, PaaS, IaaS • Security Implica

  13. Slide 13: Virtualization Security

    Virtualization Security Market Opportunity • $0.92 security for every $1 spent on virtualization • 80% virtualization market Deep Security untapped Virtual Appliance • Virtual Appliance Protection VMware vSphere/ESX – DPI – Firewall – AV • Agent Protection – AV – DPI ‰Gartner Estimates VDI seats – F

  14. Slide 14: Leadership in Virtualization Security

    Trend Micro Leadership in Virtualization Security Selected Virtualization Security Vendors Virtual VM Log and Host Anti- Virtual Virtual Infrastructure Lifecycle Patch Configuration Based Malware Appliance Zones Protection Protection Management Management Altor X X X X X X Apani X X X Catbird X X X

  15. Slide 15: Trend Micro Enterprise Security Advantage

    Trend Micro Enterprise Security Advantage Virtualization and Cloud Computing, Security Compliance Workstream Enabled business scalability while maintaining security as a differentiator Secure HR applications and data for the Fortune 100 Premier provider of • 24X7 SAS-70 & SOX compliant HR services c

  16. Slide 16: Alliance Status and Go-to-Market Strategy

    Alliance Status Alliance Status • Managed Security Services Provider • VMsafe solutions shipping and deployed (MSSP) • Additional product capability and joint go- • Centers of Excellence to-market plan being developed to expand reach • Global Reseller • Engaged in virtualization security • Professio

  17. Slide 17: Cloud Security revenue Q to Q Growth

    Cloud Security revenue Q to Q Growth 08 Q1 08 Q2 08 Q3 08 Q4 09 Q1 09 Q2 09 Q3 09 Q4 Classification 2/18/2010 Copyright 2009 Trend Micro Inc. 17

  18. Slide 18: 3G Net Devices Increased Data Mobility

    3G Net Devices Increased Data Mobility • Public Cloud + Private Cloud • Device Liberalization • Application Interoperability • Data Accessibility screenshot_01 Copyright 2009 Trend Micro Inc. 18

  19. Slide 19: Desktop SaaS Has Been Launched Globally

    Desktop SaaS Has Been Launched Globally Managed Desktops (Seats) 250,000 210,000 200,000 160,000 2H 2009 product 120,000 150,000 pilots conducted 100,000 50,000 outside of Japan - 1H 09 2H 09 Jan-10 Desktop SaaS Customers 3,000 Large global launch 3,000 this month, 2,500 1,750 February 2010 2,000 1,

  20. Slide 20: “By far, the number one concern about cloud services is security.”

    “By far, the number one concern about cloud services is security.” -- Frank Gens, IDC, Senior VP & Chief Analyst Copyright 2009 Trend Micro Inc.

  21. Slide 21: Public Cloud Data Protection

    Public Cloud Data Protection A security model that fits the needs of flexible operations with higher ROI/Security Public Cloud Data Protection Data Security Operation vs. System Operation (Infrastructure) Key Management vs. Data Management Applications vs. Storage Copyright 2009 Trend Micro Inc. 21

  22. Slide 22: Thought Leadership -- What the Analysts said

    Thought Leadership -- What the Analysts said “Trend Micro's Threat Management Services could be game changing...could really help MSSP's” Mike Monticello, EMA “With everything I saw today, Trend Micro is definitely a key challenger in the enterprise security space” Richi Jennings, RJA “You are deliv

  23. Slide 23: The Unique Startup ---- Trend Micro 2.0

    The Unique Startup ---- Trend Micro 2.0 Hot market, High Growth Opportunity Unique product/solution Solid, proven Management team Steady cash flow and even pay dividends One of the 20 Coolest Cloud Companies by CRN Global 100 most sustainable company by Corporate Knight Copyright 2009 Trend Micro In

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