Komori
Trend Micro (4704) · FactMitigated

Weak Performance and Revenue Decline in the Americas

First written in FY2025-H1. 3 of 5 entries say "Mitigated", first in 2026-02-27. Latest entry: FY2026-H1.

5entries
2years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1Mitigated2026-05-14 – FY2026-H12025: 120252026: 42026
Same theme, other companies
Americas Region Revenue Decline Due to Tariffs, Policy Measures and System DowntimeA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「アメリカズ地域は25,752百万円(前年同期比6.6%増)と増収」

    アメリカズ地域は前年同期の減収から、法人向けビジネス6.6%増、個人向けビジネス15.2%増となり、地域別の減収リスクが低減した。
  2. 2026-05-14MitigatedEarnings

    「Revenue increased to ¥12,852 million in the Americas, up 2.0% year on year; ¥16,835 million in Europe, up 19.2%; and ¥18,747 million in Asia-Pacific, up 17.3%.」

    The Americas, which had reported lower revenue in the previous year, returned to revenue growth. Revenue growth in the corporate businesses in Europe and Asia-Pacific also continued.
  3. FY2025WorsenedAnnual report

    「アメリカズ地域につきましては、法人向けビジネスは現地通貨ベースでは前年比フラットとなりました。米国の関税政策をめぐる先行き不透明感の高まりに起因する新たなセキュリティ投資への抑制傾向の他、米国の政府効率化省(DOGE)の取り組みや政府機関の一時閉鎖による影響を受けるなど一年を通して全般的に不調でした。一方、個人向けビジネスは新たなECビジネスパートナーへの変更に伴う影響等によりマイナスとなりました。加えて円高影響も大きく受け、その結果、同地域の売上高は55,187百万円(前年同期比6.2%減) と減収となりました。」

    アメリカズは現地通貨ベースで法人向けが前年比フラット、個人向けもマイナスとなり、関税政策、DOGE、政府機関の一時閉鎖及び円高の影響を受け、地域売上高は前年同期比6.2%減となった。
  4. 2026-02-27MitigatedGeneral Meetings of Shareholders

    「As a result, revenue in the region declined to ¥55,187 million, down 6.2% year on year.」

    The Americas continued to report lower revenue, although the decline narrowed to 6.2% for the full year from 7.7% year on year in FY2025-H1. The corporate business was described as flat year on year in local-currency terms.
  5. FY2025-H1First statedAnnual report

    「In the Americas, the enterprise business maintained positive growth in local-currency terms. However, overall performance was weak, significantly affected by increasing uncertainty surrounding U.S. tariff policy and the initiatives of the U.S. Department of Government Efficiency (DOGE).」

    In the Americas, the enterprise business maintained positive local-currency growth, while U.S. tariff policy, DOGE initiatives, downtime associated with system development for a consumer e-commerce payment company and yen appreciation caused regional revenue to decline 7.7% year on year.
Moved together

"Cross-Platform Threat Detection and Response Through Trend Micro XDR" moved the same way as this thread, in the same document, in 3 of its 5 moves.

332222★123456
  1. ★This thread
  2. 1Cross-Platform Threat Detection and Response Through Trend Micro XDR3×
  3. 2Lost Opportunities Associated with Migration to a New E-Commerce Payment Company3×
  4. 3Impact of Yen Appreciation and Foreign-Exchange Losses on Results2×
  5. 4Flexible Capital Policy Through Share Repurchases2×
  6. 5Growth of the European Enterprise Business2×
  7. 6Expansion of Security-Related Businesses in the Asia-Pacific Region2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Trend Micro yet. It last moved in the Earnings of 2026-05-14: "Mitigated".
News
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