- Increase of 9% YoY in total company net sales*, driving U.S. $1.7 Billion in ARR** with operating margin exceeding plan at 21%
- Increase of 50% YoY in TrendAI Vision One™ annual recurring revenue (ARR), contributing to total enterprise ARR surpassing U.S. $1.3 Billion**
- Increase of 49% YoY in Digital Life Protection ARR, fueling consumer ARR of U.S. $372 Million**
TOKYO, May 14, 2026 /PRNewswire/ — Trend Micro Incorporated (4704, TSE: 4704), the largest global cybersecurity company headquartered outside the U.S., today announced first-quarter 2026 financial earnings, ending March 31, 2026, with annual recurring revenue (ARR) exceeding U.S. $1.7 Billion, up 3% year-over-year (YoY)**.
Eva Chen, co-founder and CEO: “Q1 marked a defining moment for Trend Micro. With the launch of TrendAI™ and TrendLife™, we have two purpose-built business units leading enterprise and consumer cybersecurity into the AI era, backed by partnerships with industry leaders like NVIDIA and Anthropic. With TrendAI™ and TrendLife™, we’re not only redefining how security is delivered in the age of AI, we’re giving every customer and consumer the trusted partner they need to move boldly into what’s next.”
Trend Micro’s enterprise AI cybersecurity business, TrendAI™, delivered 50% YoY** Vision One ARR growth, driven by surging demand for AI security fueling platform adoption. As organizations accelerate their operational transformations, the US is leading global Vision One ARR, followed by Japan and then Germany, powering overall TrendAI™ ARR as it exceeds U.S. $1.3 Billion and grows at 4%**.
Channel adoption is amplifying this growth, with over 100 new strategic service providers standardizing Vision One. Now totaling over 290, TrendAI™ is realizing an 8x ARR multiplier per partner with the depth and breadth of the platform.
Trend’s consumer business, TrendLife™, declined 1% YoY in ARR** as the remaining impacts of payment processing challenges were realized. Positive momentum was seen through Q1, with churn rate recovering and ARPU increasing 2% YoY to U.S. $33.3. Fueling growth is Digital Life Protection, up 49% YoY and now representing 35% of total TrendLife™ ARR**.
Trend’s incubation businesses, VicOne and Magna, continued to build momentum through Q1, establishing themselves in fast-growing AI markets. VicOne, focused on physical vehicle and robotic AI cybersecurity, continues to innovate and expand opportunities in the developing space. Magna is positioning itself as a leading systems integrator for AI …