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

Investor webinar replay

Replay transcript excerpt

Thanks Mahendra. Hi everyone, my name is Kevin Simser and I'm the Chief Operating Officer for Trend Micro. I'm here to give you a Q3 2025 business update. If you've been following us all in the media, you will have seen a lot of things around us building momentum in and around AI. Whether it's in the enterprise business with us announcing this new, fundamentally innovative capability to create a digital twin environment of your IT infrastructure. We'll be showcasing that in Q4 with Trend Micro as the patient zero, as the first customer running on that. We announced... An expansion to our addressable market into the SIM space with our agentic SIM capabilities. Super excited already. Won some very impressive wins with that. Or whether it's in our consumer business where we've taken AI technology and really attacked this issue around deepfakes. And we partnered recently with a UK consortium in order to combat identity fraud online. Or perhaps it's in our physical security business unit called VIC-1, which specializes in all things security around the automotive industry and robotics, where we partnered with a very big company. OEM partner that will be incorporating our technology and making that available into smart vehicles. So lots of stuff in and around AI, and that's been our theme. From a Q3 performance standpoint, the enterprise business grew at four percent year over year on the back of some very nice growth with customers adopting our vision one platform which has been our strategy in the consumer business for q3 we declined at minus nine percent year over year we've telegraphed this that this has been something that we're working our way through and uh As of Q3, we have worked our way through this issue that we had with our e-commerce vendor Digital River that ...