Trend Micro Inc S/Adr (TMICY) Q3 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Trend Micro Incorporated.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.219 Thanks Mahendra. Hi everyone, my name is Kevin Simser and I'm the Chief Operating 00:00:05.219 -- 00:00:09.986 Officer for Trend Micro. I'm here to give you a Q3 2025 00:00:09.986 -- 00:00:12.230 business update. 00:00:12.230 -- 00:00:17.277 If you've been following us all in the media, you will have seen a lot of things 00:00:17.277 -- 00:00:21.344 around us building momentum in and around AI. 00:00:21.344 -- 00:00:26.912 Whether it's in the enterprise business with us announcing this new, fundamentally 00:00:26.912 -- 00:00:32.060 innovative capability to create a digital twin environment 00:00:32.060 -- 00:00:37.167 of your IT infrastructure. We'll be showcasing that in Q4 00:00:37.167 -- 00:00:42.031 with Trend Micro as the patient zero, as the 00:00:42.034 -- 00:00:45.339 first customer running on that. 00:00:45.339 -- 00:00:50.373 We announced... An expansion to our addressable market into the SIM space with 00:00:50.373 -- 00:00:55.570 our agentic SIM capabilities. Super excited already. 00:00:55.570 -- 00:00:57.396 Won some 00:00:57.396 -- 00:01:02.020 very impressive wins with that. Or whether it's 00:01:02.020 -- 00:01:03.803 in our consumer 00:01:03.803 -- 00:01:09.173 business where we've taken AI technology and really attacked 00:01:09.173 -- 00:01:12.019 this issue around deepfakes. 00:01:12.019 -- 00:01:17.529 And we partnered recently with a UK consortium in order to 00:01:17.529 -- 00:01:22.618 combat identity fraud online. Or perhaps it's in 00:01:22.618 -- 00:01:26.262 our physical security 00:01:27.247 -- 00:01:32.317 business unit called VIC-1, which specializes in all things security around 00:01:32.317 -- 00:01:37.527 the automotive industry and robotics, where we partnered with a 00:01:37.527 -- 00:01:42.860...