Trend Micro Incorporated
4704・Prime Market・Information & Communication
Japan
Largest domestic segment. Deploys cybersecurity products and services for both enterprise and consumer customers.
| Period | Current | Previous | Change |
|---|---|---|---|
| External customer net sales (Q1 FY2026, ending December 2026) | ¥22,136 million | ¥22,072 million (Q1 FY2025, ending December 2025) | — |
| Segment profit (operating profit) (Q1 FY2026, ending December 2026) | ¥4,474 million | ¥4,771 million (Q1 FY2025, ending December 2025) | ↓ |
| Enterprise business net sales (Q1 FY2026, ending December 2026) | ¥10,906 million | Down 1.1% year on year | ↓ |
| Consumer business net sales (Q1 FY2026, ending December 2026) | ¥11,229 million | Up 1.7% year on year | ↑ |
| Share of consolidated net sales (Q1 FY2026, ending December 2026) | Approx. 30.0% | Approx. 32.7% (Q1 FY2025, ending December 2025) | ↓ |
Business Details
A domestic segment where Trend Micro Incorporated (the parent company) handles both research & development and sales functions. For enterprise customers, it provides an integrated security platform centered on Vision One, deploying AI-Powered Next-Gen SOC Security and network-related security. For consumer customers, it offers sales through mobile phone shops and PC security software. It is the largest regional segment, accounting for approximately 30.0% of consolidated net sales, and also functions as a research and development hub.
Recent Overview
Japan segment net sales rose slightly, but the enterprise business declined; segment profit fell year on year.
In Q1 FY2026 (ending March 2026), external customer net sales in the Japan segment were ¥22,136 million (up 0.3% year on year), only a slight increase. By breakdown, enterprise net sales declined to ¥10,906 million (down 1.1% year on year), while consumer net sales rose to ¥11,229 million (up 1.7% year on year). Segment profit decreased to ¥4,474 million from ¥4,771 million in the same period of the previous year. While Europe and Asia Pacific showed strong growth of 19.1%, Japan's growth remained relatively low, and its share of consolidated net sales also declined.
Key Products
Growth Drivers
- Expanding enterprise demand for AI-Powered Next-Gen SOC Security built on Vision One
- Accelerating ARR growth through continued migration from standalone SaaS products to Vision One (full transition to the credit-based system)
- Continued growth in consumer mobile security sales through mobile phone shops
- Unit price improvement measures for the consumer business through guidance toward higher-priced products and reduced discount amounts
- Expanding corporate security investment demand driven by the sophistication and increase of cyber threats accompanying the spread of AI
Risks
- Risk that a decline in non-Vision One-related ARR in the enterprise business will constrain overall ARR growth
- Risk of continued sluggishness in the PC consumer security market
- Intensifying competition among existing vendors in the cybersecurity industry and increasing M&A and new entrants from other industries
- Risk of product and service obsolescence due to accelerating AI technology innovation
- Risks related to securing and retaining talented technical personnel
- Business strategy risk arising from dependence on a single business area (cybersecurity)
Last updated: March 26, 2026