TrendAI™ enterprise net sales grew 12% year over year, and Vision One SaaS ARR grew 46% to US$564 million.
TrendLife™ net sales grew 1% year over year, and Digital Life Protection ARR grew 37% to US$141 million.
TOKYO, Nov. 12, 2026 /PRNewswire/ — Trend Micro Incorporated (TSE: 4704) today reported a 9% year-over-year increase in consolidated net sales for the third quarter ended September 30, 2026. Company-wide annual recurring revenue (ARR) reached US$1.76 billion. Year-over-year ARR growth accelerated from 3% in Q1 to 5% in Q2 and 6% in Q3.
TrendAI™, the company’s enterprise business, grew net sales 12% year over year. Enterprise ARR reached US$1.292 billion, up 8% year over year. On a comparable basis, TrendAI added US$31 million in enterprise ARR in Q3, up from US$21 million in Q2.*
TrendAI Vision One™ delivered strong growth across SaaS, Sovereign and Services. SaaS remained the largest and fastest-growing component, with ARR up 46% to US$564 million. Sovereign ARR grew 15% and Services ARR grew 25% year over year. Existing customers also expanded their use of the platform, with net revenue retention of 119%.
TrendLife™, the consumer business, grew net sales and ARR by 1% year over year. Digital Life Protection ARR rose 37% to US$141 million, representing 30% of TrendLife’s US$463 million in ARR.
Enterprise investments begin to show results
In Q2, Trend Micro pointed to its enterprise pipeline as an early sign that its investments would translate into faster ARR growth. In Q3, TrendAI added US$31 million in ARR, compared with US$21 million in Q2. More than 420 strategic managed service providers (MSPs) now sell Vision One, and ARR from MSPs selling the platform grew 155% year over year. Services ARR reached US$88 million, and the number of services customers grew 13%.
“Attackers are using AI to move faster, and that changes when our work as defenders needs to begin. The more we can anticipate how an attack might unfold and prepare protection in advance, the better chance our customers have of keeping their data safe and their operations running,” said Eva Chen, co-founder and CEO of Trend Micro. “We see that need reflected in our business. New customers are choosing Vision One, and existing customers are expanding how they use it because they want to act before those threats disrupt their business.”
Consolidated financial results
Consolidated net sales were ¥75.3 billion. Operating income was ¥13.2 billion, compared with ¥6.2 billion in Q2 and ¥16.0 billion a year earlier. Operating margin improved from Q2.
Net income attributable to owners of the parent was ¥8.6 billion.
Trend Micro maintained its forecast for the year ending December 31, 2026. The company expects consolidated net sales of ¥301.5 billion, operating income of ¥44.4 billion and net income attributable to owners of the parent of ¥30.7 billion.
Third quarter business highlights
- AWS Marketplace sales surpassed US$1 billion. In August, TrendAI surpassed US$1 billion in cumulative global sales through AWS Marketplace, where customers can purchase security using their existing AWS spending commitments. Announcement
- Autonomous Vulnerability Remediation entered private preview. In September, TrendAI introduced a Vision One service powered by AESIR that leverages frontier AI models to help security teams identify and remediate exploitable flaws in their source code. Announcement
- Security for enterprise AI agents. TrendAI announced support for the NVIDIA Agent Safety Platform, pairing hardware-level detection on NVIDIA BlueField DPUs with network security and threat intelligence from the Zero Day Initiative™. Announcement
- Claude Code and Cowork. TrendAI extended its Claude Compliance API integration so security teams can investigate prompts, responses and tool calls from Claude Code and Cowork sessions alongside other security activity in Vision One. Announcement
- TrendLife DLP continued growth. As a leader in digital life protection (DLP), TrendLife continued to be recognized for its innovative solutions winning the AI Breakthrough Award for ScamCheck, a cornerstone of its DLP offering. This has helped to propel market adoption of this platform with digital life protection users growing 45% among its installed customer base.
Patents
Trend Micro was awarded the following U.S. patents in Q3 2026.
| Patent No. | Issue Date | Title |
| 12701133 | 08/04/2026 | Scanning of codebases for vulnerable cloud resource dependencies |
| 12717915 | 08/25/2026 | Scanning of application programming interface chains |
| 12717947 | 08/25/2026 | Detection of anomalous access to repositories of version control platforms |
| 12744812 | 09/22/2026 | Detection of structured query language injection attacks |
* ARR is reported at a constant exchange rate of ¥155.95 per US$1. Prior-period segment ARR figures have been adjusted to reflect the transfer of Worry-Free to TrendLife™.
Forward Looking Statements
Certain information set forth above that are not historical facts are forward-looking statements. Forward-looking statements are sometimes accompanied by words such as “believe,” “may,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “expect,” “should,” “would,” “plan,” “predict,” “potential,” “seem,” “seek,” “future,” “outlook” and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, sales and other financial expectations. These statements are based on our current expectations and beliefs and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Although we believe that the expectations reflected in our forward-looking statements are reasonable, we do not know whether our expectations will prove correct. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, even if subsequently made available by us on our website or otherwise. We do not undertake any obligation to update, amend or clarify these forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.
About Trend Micro
Trend Micro, a global cybersecurity leader, helps make the world safe for exchanging digital information between people, governments, and enterprises.
Trend leverages security expertise and AI to protect top global enterprises and millions of individuals across clouds, networks, endpoints, and devices worldwide. At the core is TrendAI Vision One™, the only AI-powered enterprise cybersecurity platform that centralizes cyber risk exposure management and security operations, delivering layered protection across on-premises, hybrid, and multi-cloud environments. The unmatched threat intelligence delivered by Trend empowers organizations to proactively defend against hundreds of millions of threats every day. Proactive security starts here. TrendMicro.com
SOURCE Trend Micro Incorporated