Trend Micro (4704) · RiskMaterialised

Timing Differences in Revenue Recognition Due to Contract Timing and Deferred Revenue

First written in FY2018. 1 of 1 entries say "Materialised", first in FY2018. Latest entry: FY2018.

1entries

1years

0from disclosures

How it moved

Same theme, other companies

Performance Volatility from Deferring Revenue Recognition on Sales TransactionsA theme 45 companies write about · 45 as a headwind · 0 as a tailwind

Trend Micro moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2026: 11 of 27 companies on the "Worse" side.

10 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.

Showing 14 of the 45 companies compared. The sentences above are computed from all 45.

Full recordFilings, disclosures and news, newest first

FY2018MaterialisedAnnual report
「In addition, because contracts were executed later than expected, a larger amount was recorded as deferred revenue, resulting in revenue recognized for the current fiscal year being lower than expected.」
The filing stated that delays in executing contracts increased deferred revenue and caused recognized revenue for the current fiscal year to fall below expectations. The mismatch between contracted bookings and the timing of accounting revenue recognition became an actual factor in missing the earnings forecast.

Moved together

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