Q2 2025 Trend Micro Inc Earnings Presentation Transcript

Aug 07, 2025 / NTS GMT

Transcript

Mahendra Negi

Trend Micro Inc - Vice President, Group Chief Financial Officer, Representative Director

(spoken in foreign language)

Welcome to the 2025 1st half analyst meeting of Trendo Micro.

I think the first half of 2025, the most significant marks is world uncertainty, the whole world because of the tariff war, because of the geopolitical conflicts. There's just so much uncertainty. We feel that many of our customers hesitated and We're not eager to start new projects. As you can see from the financial report, our first half of the year reflects a significant slowdown and deals being delayed.

But in all of this uncertainty, there's one thing that is certain, very certain that is the whole world is continuing investment in AI. IDC forecasts 623 billion spending in 2028 and 29% growth annually from

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