TSE:4704
TSE:4704Software

Trend Micro (TSE:4704) Enhances AI and Cybersecurity with NVIDIA and Google Alliances for Growth

Trend Micro (TSE:4704) has recently demonstrated significant improvement in its operating margin, climbing from 18% to 24%, thanks to strategic cost management and a focus on high-margin areas like the Vision One platform. However, challenges remain, particularly in the consumer and SMB segments, where pricing shifts have impacted sales, and a 48% decline in cash flow raises liquidity concerns. This report will delve into Trend Micro's financial health, strategic initiatives, and areas for...
TSE:4751
TSE:4751Media

CyberAgent (TSE:4751) Eyes Growth with AI and Gaming Investments Despite Financial Challenges

CyberAgent (TSE:4751) has been making headlines with its impressive earnings growth of 204.7% over the past year and a notable increase in net profit margin to 2%. The company's strategic focus on media, especially through ABEMA, has significantly contributed to its robust financial performance, while its advertising segment continues to outpace market growth. However, challenges such as a below-industry return on equity and volatility in the gaming sector highlight areas for improvement. The...