Trend Micro Inc S/Adr (TMICY) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:02.151 I think 00:00:04.155 -- 00:00:09.260 before I dive into the future strategy of Trend Micro, 00:00:09.260 -- 00:00:14.725 I'd like to spend a little bit of time talking about software value 00:00:14.725 -- 00:00:20.390 in the Gen AI era. Since Trend Micro is one of the large 00:00:20.390 -- 00:00:25.715 software companies that originated from Asia, of course, this 00:00:25.715 -- 00:00:30.836 affects Trend Micro a lot. Software at the end, the 00:00:30.836 -- 00:00:35.583 value usually generated by doing three things. 00:00:35.583 -- 00:00:40.711 First, collect the data. Second, organize the data so that 00:00:40.711 -- 00:00:45.778 customer can see the data and generate business 00:00:45.778 -- 00:00:48.703 intelligence for customers. 00:00:48.703 -- 00:00:53.727 But in the GenAI era, these all three steps 00:00:53.727 -- 00:00:59.452 will be changed. First, if your data is just very standard 00:00:59.452 -- 00:01:03.055 external defined data, then 00:01:03.055 -- 00:01:08.500 certainly, GenAI can do it much better. And also, with the unstructured 00:01:08.500 -- 00:01:14.385 data that can be consumed by GenAI, I think the traditional 00:01:14.385 -- 00:01:20.631 entering way of collecting data will be obsolete, of course. 00:01:20.631 -- 00:01:26.036 The second step, Organize the data. Of course, Gen AI 00:01:26.036 -- 00:01:31.182 will flatten all the data, break all the data silos, connect them 00:01:31.182 -- 00:01:36.908 all together, can generate and organize the intelligence much better 00:01:36.908 -- 00:01:42.034 than the traditional way. And the third layer, if 00:01:42.034 -- 00:01:47.626 you are just providing the business intelligence, intelligence is 00:01:47.626 -- 00:01:53.234 not anymore the most important thing be...