Trend Micro Incorporated · TSE:4704

Trend Micro — Q4 2011 Earnings Presentation

39 slides from Trend Micro's earnings presentation, February 2012

  1. Slide 1: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  2. Slide 2: Cloud Security revenue Q to Q Growth

    Cloud Security revenue Q to Q Growth DeepSecurity/Hosted/CPVM/IDF 2000 1800 1600 1400 1200 M'JPY 1000 800 600 400 200 0 2008Q1 2008Q2 2008Q3 2008Q4 2009Q1 2009Q2 2009Q3 2009Q4 2010Q1 2010Q2 2010Q3 2010Q4 2011Q1 2011Q2 2011Q3 2011Q4 DeepSecurity/Hosted/CPVM Copyright 2011 Trend Micro Inc. 2

  3. Slide 3: Smart Protection Network 2.0

    Smart Protection Network 2.0 – Cloud Security Intelligence from Big Data Processing APT & Target Cloud Evolution Attack Intelligence Intelligence • Auto platform detection • Real time C&C list • Virtual Patching Mobility • Application Whitelist • Workload encryption • Document exploit Intelligence d

  4. Slide 4: Security that Fit – The Vending Machine Approach

    Security that Fit – The Vending Machine Approach Platforms Endpoint Data Center Network Management Consumer Home Endpoint Data Center Network Management Consumer Home Platform Platform Platform Platform Platform - Anti-Malware - Anti-Malware - Anti-Malware - Policy - Anti-Malware - Mobile - IPS/IDS

  5. Slide 5: Cloud Era Security Challenge

    Cloud Era Security Challenge Defending against Threats in Physical, Virtual, and Cloud Environments Outside-in Advanced Persistent Threats Mobility Elastic Perimeter Perimeter Defense Isn’t Enough… Copyright 2012Copyright Trend Micro 2011Inc. Trend Micro Inc.

  6. Slide 6: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  7. Slide 7: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  8. Slide 8: Physical – Virtual - Cloud Virtual Appliances Gateway

    Physical – Virtual - Cloud Virtual Appliances Gateway The Old Way With Virtual Appliances Gateway Solution - IWSVA Solution - IMSVA 4 in 1 Web Gateway Virtual Appliance 5 in 1 Hybrid Messaging Gateway Virtual Appliance Business Benefit – One Vendor, No Business Benefit – One Vendor, Hardware and Bet

  9. Slide 9: Physical – Virtual - Cloud Agentless AntiVirus

    Physical – Virtual - Cloud Agentless AntiVirus The Old Way With Agent-less Security VM VM VM Virtual VM VM VM VM Appliance Copyright 2011 Trend Micro Inc. 9

  10. Slide 10: Cost Reduction & Consolidation

    Cost Reduction & Consolidation Agentless Security on Virtual Desktop VMs VM servers per host Agentless AV 75 Traditional AV 25 3X higher VDI VM consolidation ratios 0 10 20 30 40 50 60 70 80 3-year Savings on 1000 VDI VMs = $539,600 Sources: Tolly Enterprises Test Report, Trend Micro Deep Security v

  11. Slide 11: Channel Opportunity – Public Cloud Service Providers

    Channel Opportunity – Public Cloud Service Providers Savvis, Dell, Singtel, GoDaddy, Swisscom • Global Private and Public Cloud Providers – Using internally or Reselling Trend Micro as-a-service (TMaaS) • Density needs are very demanding – Building virtualization-aware security into their cloud plat

  12. Slide 12: We are winning where scale and cost matter

    Channel Opportunity – Public Cloud Service Providers Savvis, Dell, Singtel, GoDaddy, Swisscom • Global Private and Public Cloud Providers We are winning – Using internally or Reselling Trend Micro as-a-service (TMaaS) • Density needs are very demanding – Building virtualization-aware security into t

  13. Slide 13: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  14. Slide 14: Compliance and Data Privacy

    Compliance and Data Privacy • Compliance –Virtual Patching –File Integrity Monitoring • Data Privacy –Data Encryption –Data Leakage Prevention Trend Micro Confidential 2/16/2012 Copyright 2011 Trend Micro Inc. 14

  15. Slide 15: Agent-based and Agentless FIM

    Compliance Agent-based and Agentless FIM Agentless FIM for VMware Protection for virtualized desktops and data centers The Old Way With Agent-less Security VM VM VM Virtual VM VM VM VM Appliance Copyright 2011 Trend Micro Inc.

  16. Slide 16: Customer Case Study - SaaS Provider for Sales Automation

    Customer Case Study - SaaS Provider for Sales Automation • Significant Compliance Needs – Needed to monitor application integrity – Reviewed several options • Chose Trend Micro File Integrity Monitoring – On the Deep Security Server platform – Across 1000s of Servers Trend Micro Confidential 2/16/20

  17. Slide 17: Compliance and Data Privacy

    Compliance and Data Privacy • Compliance –Virtual Patching –File Integrity Monitoring • Data Privacy –Smart Data Protection –Integrated DLP Trend Micro Confidential 2/16/2012 Copyright 2011 Trend Micro Inc. 17

  18. Slide 18: Data Protection across Your Network

    Compliance & Data Privacy Data Protection across Your Network Encryption Data Loss Prevention Device Control Cloud Email Servers Endpoints Internet Firewall Copyright 2011 Trend Micro Inc.

  19. Slide 19: Customer Case Study - SecureCloud American Airlines

    Customer Case Study - SecureCloud American Airlines • Mostly virtualized global private infrastructure • Needed to move some applications to public cloud – Distributed public-facing customer applications • Significant security and compliance requirements – A data protection model where AA held the k

  20. Slide 20: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  21. Slide 21: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  22. Slide 22: The APT Phenomena

    The APT Phenomena Trend Micro finds over 90% of enterprise networks A Cyber Intrusion contain active malicious Every 5 Minutes… malware according to US-CERT Copyright 2011 Trend Micro Inc.

  23. Slide 23: APT and Targeted Attack slip through perimeter security

    APT and Targeted Attack slip through perimeter security Threat Actor 1 Social External • People are the weakest link Intelligence Staging • Spear Phishing Gathering C&C Server • Drive-by Downloads Server 2 Network Perimeter Sophisticated 3 F/W, IPS • Exploits vulnerabilities 6 • Remote control and b

  24. Slide 24: Connect Threat Intelligence with Inside Network Visibility

    Connect Threat Intelligence with Inside Network Visibility Specialized Threat Detection Across the Attack Sequence Threat Actor 1 Malicious Content • Emails containing embedded Intelligence External document exploits Gathering C&C Staging • Drive-by downloads Server Server • Zero-day & known malware

  25. Slide 25: Deep Discovery (TDA 3.0)

    Deep Discovery (TDA 3.0) ---- Discover APT and Target Attack with actionable items Visualization Analysis Network Visibility, Alarms Reporting Insight & Control Specialized Smart Threat Sandbox SIEM Threat Threat Connect Analysis Connect Detection Tracking Intelligence Network Inspection Platform De

  26. Slide 26: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  27. Slide 27: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  28. Slide 28: CONSUMERIZATION is Causing a Shift

    CONSUMERIZATION is Causing a Shift Corporate Devices Bring your Own devices Classification 2/16/2012 Copyright 2011 Trend Micro Inc. 28

  29. Slide 29: The Enterprise Endpoint Evolution

    The Enterprise Endpoint Evolution Cloud 50% Mobile Devices/SaaS DataCenter Management Virtual Driven 20% 15% Virtual Laptops/PCs Physical 80% 35% EndPoint Management Driven 2011 2013 3-5 Years Cross-over year Copyright 2011 Trend Micro 29 Inc.

  30. Slide 30: Consumerization Solutions to Fit YOUR Balance of Control and Freedom

    Consumerization Solutions to Fit YOUR Balance of Control and Freedom Regain Mobile Security 7 Titanium visibility & OfficeScan Deep Security Titanium for Android Hosted MDM (2H) control Share data OfficeScan VDI SafeSync for Business with DLP for OfficeScan Deep Security SecureCloud confidence Prote

  31. Slide 31: Customer Case Study – VMWare – VDI

    The Future of Endpoint Customer Case Study – VMWare – VDI • Significant VDI deployment where security was required • Investigated many options to include hypervisor-based VDI security • Density was THE critical requirement • Chose hypervisor-based security for performance and management reasons – St

  32. Slide 32: How we win in Consumerization

    How we win in Consumerization How We Win Customer Type • Performance “Control or • Ease of Denial” management • Support “Add Mobile • One Vendor Devices” for Endpoint • 80/20 MDM “Rethink, • Best VDI New • Server-centric infrastructur” Copyright 2011 Trend Micro Inc.

  33. Slide 33: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  34. Slide 34: Physical – Virtual – Public Security Management and Compliance

    Physical – Virtual – Public Security Management and Compliance Policy Assurance and Visibility     Deep Security VM VM VM VM (Virtual Appliance)    VM VM VM Customer facing Private Cloud PCI-DSS = FIM  Data encryption      VM VM VM VM Internal Virtual DC Standard Policy Profile Vulnerab

  35. Slide 35: Business Benefits of Trend Micro Cloud Security

    Business Benefits of Trend Micro Cloud Security • Reduced Cost of Operations • Increased Application Stability and Performance • Higher Virtualization ROI • Secure Use of Public Cloud • Reduced Investment in Management Copyright 2011 Trend Micro Inc.

  36. Slide 36: Case Study – Australian Bureau of Statistics

    Case Study – Australian Bureau of Statistics • Large Australian Government Organization • 99% virtualized across multiple DCs • Moved to host-based security model for 3 reasons: – VMotion – wanted security profile to follow host – Vulnerability shielding and compliance – Consistency of management –

  37. Slide 37: Trend is No.1 in Server and Virtualization Security

    Cloud & Virtualization Computing Trend is No.1 in Server and Virtualization Security Physical Virtual Cloud Trend Trend Micro Micro 13% 23.7% Worldwide Endpoint Security Revenue Share by Vendor, 2010 Source: IDC, 2011 Worldwide Endpoint Security Revenue Share by Vendor, 2010 Source: 2011 Technavio –

  38. Slide 38: Copyright 2011 Trend Micro Inc.

    Copyright 2011 Trend Micro Inc.

  39. Slide 39: An Innovative, trustworthy, security focused global organization

    An Innovative, trustworthy, security focused global organization Copyright 2011 Trend Micro Inc.

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