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

Investor webinar replay

Replay transcript excerpt

I think before I dive into the future strategy of Trend Micro, I'd like to spend a little bit of time talking about software value in the Gen AI era. Since Trend Micro is one of the large software companies that originated from Asia, of course, this affects Trend Micro a lot. Software at the end, the value usually generated by doing three things. First, collect the data. Second, organize the data so that customer can see the data and generate business intelligence for customers. But in the GenAI era, these all three steps will be changed. First, if your data is just very standard external defined data, then certainly, GenAI can do it much better. And also, with the unstructured data that can be consumed by GenAI, I think the traditional entering way of collecting data will be obsolete, of course. The second step, Organize the data. Of course, Gen AI will flatten all the data, break all the data silos, connect them all together, can generate and organize the intelligence much better than the traditional way. And the third layer, if you are just providing the business intelligence, intelligence is not anymore the most important thing because it can be generated by the AI and therefore I think in the future the value of a software company really defined by all these three things First, the data you are collecting must be specifically about the customer, fit into the customer's special environment and special need, such as Fortran micro security data. We need to collect all the have the sensor and collect all the desktop telemetry, server telemetry, network telemetry. All of these are specially about the customer's special data. Those internal data collection is most important. And secondly, you need to organize it so that the customer can easily assess it with natural l...