Slide 1: Trend, AI-nize
Trend, AI-nize Eva Chen Trend Micro 1 | ©2025 Trend Micro Inc.
Slide 2: What's Happening? Uncertainty Certainty
What’s Happening? Uncertainty Certainty Continued Investment in AI Tariff IDC forecast $623B spending in 2028 Geopolitical Conflicts … 29% growth annually from 2024 to 2028 2 | ©2025 Trend Micro Inc.
Slide 3: Cross the Curve
Cross the Curve ARR & NRR in motion. 3 | ©2024 Trend Micro Inc.
Slide 4: Types of ARR (1.6B in Q2 2025)
4 Types of ARR (1.6B in Q2 2025) (USD) 4 | ©2023 Trend Micro Inc. *ARR stands for Annual Recurring Revenue.
Slide 5: Commercial NRR Over 140%
Commercial NRR Over 140% *NRR stands for Net Revenue Retention 5 | ©2023 Trend Micro Inc. *NRR is not applicable to the consumer business; therefore, consumer data is excluded from the NRR calculation.
Slide 6: Large Enterprise ARR 2X YoY Growth
Large Enterprise ARR 2X YoY Growth (USD) 94%↑ 6 | ©2023 Trend Micro Inc. *Large Enterprise refers to customers with 500 or more employees
Slide 7: Large Enterprise NRR Over 140%
Large Enterprise NRR Over 140% 7 | ©2023 Trend Micro Inc. *Large Enterprise refers to customers with 500 or more employees
Slide 8: Small Enterprise ARR Growing
Small Enterprise ARR Growing 148%↑ 8 | ©2023 Trend Micro Inc. * Small Enterprise refers to customers with fewer than 500 employees
Slide 9: Small Enterprise NRR Over 120%
Small Enterprise NRR Over 120% 9 | ©2023 Trend Micro Inc. * Small Enterprise refers to customers with fewer than 500 employees
Slide 10: Legacy SaaS Console Retirement
Legacy SaaS Console Retirement 54% of A1SaaS customers updated 76% of C1WS customers updated Learning • No major churn • Higher retention rate • Higher ARR • Increased customer value Roadmap Stage 0: New Legacy SaaS SKU EOS Stage 1: Console retirement Stage 2: Renew Legacy SaaS SKU EOS Stage 3: Lega
Slide 11: Security & AI
Security & AI Proactive Security Starts Here. 11 | ©2024 Trend Micro Inc.
Slide 12: AI Security – Fully GPU Accelerated, Ready for Sales in 2H
AI Security – Fully GPU Accelerated Ready for Sales in 2H ©2025 Trend Micro Inc.
Slide 13: Dell AI Factory with NVIDIA
OTREND? DALiechnologies GINVIDIA. D@LLTechnologies Al Factory WITH @ANvIDIA O~\S %% Your way to Al Welcome tothe Dell Al Factory with NVIDIA, where two trusted technology leaders unite to deliver a comprehensive and {[seoure Al solution bustomizable for any business. With a portfolio of products, so
Slide 14: AI for Security
AI for Security Renovate V1 to become an Agentic AI Cybersecurity Platform Trend Vision One Agentic AI Cybersecurity Platform SIEM CRQ XDR … Agentic layer Trend Cybertron Contextual Intelligence Layer (Digital Twin) Intelligence layer Data Lake Data layer Endpoint Cloud Network Email Identity Third-
Slide 15: Galaxy View of Your Digital World
Galaxy View of Your Digital World Data Flow View System/Service View Geography View Cloud Topology View Social Network View Entitlement View Network View Business View Overview 15 | ©2025 Trend Micro Inc.
Slide 16: Example application of Agentic AI Platform Adversarial Exposure Validation
Example application of Agentic AI Platform Adversarial Exposure Validation A u t o n o m o u s V i r t u a l R e d / B l u e Te a m i n g t o C o n t i n u o u s l y Va l i d a t e R i s k s Adjudicator - decides if attack/defense successful 3 roles: Red, Blue, White AI Agent– White Team AI Agent –
Slide 17: Launching August 1 Agentic SIEM
Launching August 1 st Agentic SIEM 17 | ©2025 Trend Micro Inc.
Slide 18: Unlock UNLIMITED 3rd-Party Data Source Support
Unlock UNLIMITED 3rd-Party Data Source Support Support 900+ Data Sources, since August 1st Add a New Data Source within 3 hours in 2026 (within 3 days in 2025) 18 | ©2025 Trend Micro Inc.
Slide 19: Agentic SIEM Experience
Agentic SIEM Experience 19 | ©2025 Trend Micro Inc.
Slide 20: Accelerating Operations with AI
Accelerating Operations with AI Trend AI-nize, 20 | ©2025 Trend Micro Inc.
Slide 21: Coding Acceleration: 55% of fresh code powered by AI
Coding Acceleration 55% of fresh code is powered by AI 21 | ©2025 Trend Micro Inc.
Slide 22: Transforming Legacy Code with AI
Transforming Legacy Code with AI Transform 20+ years of complex code into simple, visual logic by AI 22 | ©2025 Trend Micro Inc.
Slide 23: AI-Enhanced Customer Support - Consumer
AI-Enhanced Customer Support - Consumer Total Customer Case ~60% total case deflection AI Chatbot Resolution Rate Before AI (2023): ~52,000 cases/month After AI (2025): ~22,000 cases/month 23 | ©2025 Trend Micro Inc.
Slide 24: AI-Enhanced Customer Support - Commercial
AI-Enhanced Customer Support - Commercial 43% % total case deflection Basic Solutions • Web Case AI Recommendation • Trend Companion (Chatbot) Before AI(2023) ~9,800 cases/month After AI(2025) ~5,600 Advanced • 30% assisted by Companion XL Solutions • 10% Auto Reply In progress • 150+ / month AI 202
Slide 25: Beyond Structure, toward Flow
Beyond Structure, toward Flow AI breaks the silo 25 | ©2025 Trend Micro Inc.
Slide 26: AI Tell How We work From Kudos
AI Tell How We work From Kudos Global Commercial Consumer Tech Team Business Commercial 1. Collaboration/Transparency ↑ Business 2. Technical Contributions ↑ 3. Open Feedback Culture ↑ IS DevOps Platform Support Engineering Commercial Field Group Marketing 26 | ©2025 ©2025 Trend Trend Micro Micro In
Slide 27: Trend, AI-nize
Trend, AI-nize 27 | ©2025 Trend Micro Inc.