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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Trend Micro
Trend Micro (4704) investor relations material
Trend Micro Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Nov, 2026
Executive summary
Record Q3 sales and stronger TrendAI ARR growth were offset by higher expenses, lowering operating and net income.
Transformation priorities center on ARR growth, Vision One adoption and the TrendAI, TrendLife and incubation businesses; investment and organizational changes continue.
Financial highlights
Q3 net sales were ¥75,317M (+9% reported; +3% at constant currency); operating income was ¥13,231M (-17%) and net income ¥8,609M (-32%).
9M net sales rose 10.4% to ¥223,913M; operating income fell 21.2% to ¥35,023M amid higher personnel, cloud and brand-promotion costs.
9M ordinary income fell 5.0% to ¥37,522M and parent-attributable net income fell 11.5% to ¥23,839M.
Total ARR was $1.76B at Q3-end, up 6% YoY; operating margin was 18%, or 19% excluding incubation.
Q3 operating cash flow was ¥6,164M, down 64% YoY; cash flow was affected by AWS payment timing and lower operating profit.
Outlook and guidance
FY2026 guidance unchanged: net sales ¥301,500M (+9.2%), operating income ¥44,400M (-23.2%), ordinary income ¥46,000M (-14.8%) and net income ¥30,700M (-11.1%).
Guidance assumes 2H rates of ¥156/USD and ¥183/EUR; sales growth excluding FX impact is estimated at 6%.
Q4 TrendAI ARR is expected to exceed Q3, with further improvement anticipated; no specific Q4 or next-fiscal-year ARR figure was given.
The Road to 2028 operating-margin target of 28%–31% remains; guidance will be annual, with no extension of the three-year roadmap.
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Latest events from Trend Micro
- Record sales and ARR growth, but profits fell as AI and cloud costs surged.4704
Q2 2026 - Record Q1 FY2026 sales and income, with robust ARR and AI-driven security growth.4704Q1 2026
- Record revenues and platform growth drive 9% sales outlook, with margin pressure from investments.4704Q4 2025
- AI-powered cybersecurity, platform expansion, and targeted investments drive growth to 2028.4704Investor Day 2025
- Record Q3 income, platform growth, and steady FY2025 guidance amid mixed segment trends.4704Q3 2025
- AI-powered platform transformation and strong growth drive confidence in 2027 targets.4704Status Update
- Net income surged 106% and sales rose 10% YoY, led by Asia Pacific and Europe.4704Q3 2024
- Record Q2 growth and 18% margin driven by enterprise, Asia Pacific, and AI-powered security.4704Q2 2024
- FY2024 net income surged 220% on strong sales and cost control; robust growth seen for FY2025.4704Q4 2024
Next Trend Micro earnings date
Q4 202617 Feb, 2027
Trend Micro
Next Trend Micro earnings date
Q4 202617 Feb, 2027
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Frequently asked questions
Trend Micro Incorporated is a cybersecurity service provider, known for its comprehensive internet and computer content security and threat management solutions. The company's extensive product portfolio encompasses security software, network and web security, mobile device security, and anti-spam products. Trend Micro is also known for its solutions that protect data and intellectual property with integrated modules for various compliance and security needs, including ransomware and GDPR compliance, among others. The company is headquartered in Shibuya-ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.