Trend Micro Incorporated · TSE:4704
Trend Micro — Q2 2022 Earnings Presentation
23 slides from Trend Micro's earnings presentation, August 2022
Slide 1: The Power of Trend Micro One
The Power of TREND MICRO ONE Eva Chen, CEO August 2022 Public
Slide 2: Always Adapting. Always Innovating. Now
Always Adapting. Always Innovating. Now Securing your connected world 10 years ago Securing your journey to the cloud 20 years ago Your Internet Virus Wall Peace of Mind Computing Public
Slide 3: Trend Micro At a Glance
Trend Micro At a Glance $1.93 Billion 2021 Gross Sales, +9% YoY 94 Consecutive Profitable Quarters 385000+ SaaS Commercial Customers 52 MN Protected Assets Every quarter since going public 500,000+ commercial customers, 150+ countries #1 XDR #1 The Leader in in Public Cloud Security Leader in Vulner
Slide 4: Transforming to Reach New Heights
Transforming to Reach New Heights Faster innovation and Easier to find, buy, Globally trusted and delivery across our and grow across certified, expanded global government focus, and global SaaS platform super marketplaces packaged services © 2022 Trend Micro Inc. Public
Slide 5: Shifting Markets: IT Infra to SOC and Cloud Buying Centers
Shifting Markets: IT Infra to SOC and Cloud Buying Centers Public
Slide 6: Primary Security Buying Center in the past
Primary Security Buying Center in the past Endpoint Security Network IPS DLP Firewall WFH Encryption WAF Web Gateways IAM DDOS Server Security Email Security VPN IT Infra & Ops Vulnerability management Public
Slide 7: Shifts in Security Buying Centers
Shifts in Security Buying Centers Security Operations Center Shifts IT Infra & Ops Cloud Buying Center Public
Slide 8: Our Large & Growing Total Addressable Market
Our Large & Growing Total Addressable Market 2025 2022 2021 $6.8B 2020 $3.8B $3B $15.2B $2.2B $10.9B $7.8B $9.2B EDR / EPP 50B $14.5B $16.8B $19.0B $26.9B $24B $29B $34B IT Infrastructure Buying Center $49B SOC Buying Center Cloud Buying Center Public © 2022 Trend Micro Inc. Source: IDC Worldwide Co
Slide 9: A unified cybersecurity platform
A unified cybersecurity platform Vul. Mgmt. Targeted Attack Serverless Code Repo Detection Attack Surface Containers Mgmt. File Storage Incident Response Organizations need IAM Workloads Cloud Network to understand Connects and Risk unifies sensors MXDR Exposures across all & telemetries SIEM Endpoi
Slide 10: The SOC Buying Center
The SOC BUYING CENTER Public
Slide 11: SOC & CISO Challenges
SOC & CISO Challenges Attack Surfaces Risks & Trust Alert Overload Exponential growth Visibility & Mitigation Siloed Solutions Digital transformation and 75% of the CISO reported lack of Fifty, average number of tools in a WFH has increased attack visibility in cyber assets and full security operati
Slide 12: Industry's Only XDR with Attack Surface Risk Management Lifecycle
Industry’s Only XDR with Attack Surface Risk Management Lifecycle Attack Surface Discovery © 2022 Trend Micro Inc. Public
Slide 13: The Attack Surface Risk Management Lifecycle
Serverless Code Repositories Containers File Storage Discover Attack Surface Workloads Cloud Network The Attack Surface Risk Management Continuous Visibility & Lifecycle Endpoints & Servers Mitigate Assessment Assess Enterprise Network Risk Risk Mobile ICS/OT Email SaaS Apps Service Edge Public
Slide 14: Trend Micro Vision One: XDR Growth and Success
Trend Micro Vision One: Platform Growth XDR Growth and Success 6250 Active XDR Customers 143% YOY Active 11M Sensors Deployed VLE Segment with SOC Grew © 2022 Trend Micro Inc. 5000+ users & up 290% Public
Slide 15: The Cloud Buying Center
The CLOUD BUYING CENTER Public
Slide 16: Trend Micro Cloud One
Trend Micro Cloud One #1 in Cloud Security Total visibility of attack surfaces and risk exposure across DevOps Lifecycle. SOLVE PROBLEM. SHIP FAST. SECURE EVERYTHING. © 2022 Trend Micro Inc. Public Source: IDC Worldwide Cloud Workload Security Market Shares, 2021 (July 2022)
Slide 17: Trend Micro Cloud One Growth and Success
Trend Micro Cloud One Growth and Success Customer Growth 7000 Customers 40% YOY Multi-Services Customers with multiple services grew 280% Cloud Marketplaces Revenue Growth © 2022 Trend Micro Inc. 30% Public
Slide 18: Seamlessly integrate security into your DevOps
Seamlessly, integrate security into your DevOps Unleash Empower Cloud Builders CloudSecOps to to Run Fast & protect apps and meet compliance, Pre-Runtime Secure with without disrupting Runtime Confidence Protection Dev workflow Protection Developer IDE Build Pipeline Runtime Posture Runtime Protecti
Slide 19: Market Reality: Hybrid Environment Lives On
Market Reality: Hybrid Environment Lives On The only security vendor that delivers security from the cloud and on-premise. 2x 45,000 Customers 40,000+ SaaS Software 40,000 35,000 30,000 25,000 20,000 Roughly only 10% of world’s IT 15,000 has moved to the cloud 10,000 80% of our customers maintain 5,
Slide 20: Customers & Analysts Recognition
Recognition Customers & Analysts © 2022 Trend Micro Inc. Public
Slide 21: Fortune 500 Bank
Fortune 500 Bank Changing Customer Mindset from EDR RFP to building a XDR Strategy Hybrid Approach Fortune 500 Bank Shift Mindset from Integrate with EDR to XDR “ After we saw how Trend Micro’s Vision Existing Ecosystem One integrated with our existing SOC technology stack - firewall, SIEM, SOAR, th
Slide 22: Global Manufacturer of Tires
Global Manufacturer of Tires Fast-track cloud migration & automate cloud infra compliance Multi-cloud Global Manufacturer of Tires Strategy “Trend Micro Cloud One’s multi-cloud and vast number of Linux version support were critical to our cloud migration strategy. Trend Micro Vast was the only vendo
Slide 23: Our Next 10 Years Strategy
Our Next 10 Years Strategy Public