Slide 1: Transforming into an AI-Native Cybersecurity Company
Transforming into an AI-Native Cybersecurity Company Eva Chen CEO & Co-founder, Trend Micro August, 2026 1
Slide 2: Agentic AI Is Rapidly Evolving
Agentic AI Is Rapidly Evolving 2
Slide 3: AI-Native Ransomware
AI-Native Ransomware 3 | ©2026 Trend Micro Inc.
Slide 4: Why local / sovereign AI is a better security
Why local / sovereign AI is a better security Strategic opportunity and what we would like to bring to NVIDIA One vision across all five entities
Slide 5: A Three-Layer AI Security Stack
A Three-Layer AI Security Stack on-device - almost always Layer 3: Trust Layer non-PIl only Smart routing • on-device privacy requests Nemotron Pll model • agent-safe search personal NVIDIA records Nemotron Layer 2: Protect Al Usage Nemotron detect abnormal agent behavior and Runtime Security workfl
Slide 6: Open Weight AI Models Are An Industry Must
Open Weight AI Models Are An Industry Must TrendAI joins 50+ industry leaders supporting open weight models • Fosters competition & market advancement • Crucial for cybersecurity research & auditability 6
Slide 7: The Future Needs Both Closed & Open Frontier AI Models
The Future Needs Both Closed & Open Frontier AI Models Black Hat 2026 7
Slide 8: Agentic AI Changes Everything
Agentic AI Changes Everything Finding answers is no longer the bottleneck Information Decision to Advantage Advantage 8
Slide 9: Compounding Security Debt
Compounding Security Debt • Like financial debt – security debt 140,000 Total CVEs compounds Remediation Capacity • Every security exposure and 120,000 指数 (Total CVEs) misconfiguration we find but don’t 100,000 fix is added to the principal 指数 (Remediation Capacity) • Every new discovery is interest
Slide 10: Transforming to an AI-Native Operations Cybersecurity Leader
Transforming to an AI-Native Operations Cybersecurity Leader Platform Engineering Operations AI-powered platform Shifting to AI SDLC & code AI integrated across all evolution at agentic speed to delivery, including threat company functions address customer demand research & intelligence, for includi
Slide 11: 2026 is the Investment Inflection Point in Our AI Transformation
2026 is the Investment Inflection Point in Our AI Transformation 2025 2026 2027 2028+ Build Transform Scale Leverage Accelerate AI Monetization expands, Platform, cloud Growth & operating solutions, cloud/GPU transition costs and AI foundation leverage from the infrastructure & AI- decline, unit AI-
Slide 12: We Are Investing in AI-Led Security Outcomes While Managing Unit Costs
We Are Investing in AI-Led Security Outcomes While Managing Unit Costs $126.6M $7.2M +64% YoY $6.5M From Zero $23M From Zero +30% Transition $0.2M -$15.8M Infrastructure $93.1M 0% YoY -17% YoY $12.6M Expansion +6593% -$1.3M $77.3M Internal AI -17% YoY -100% YoY Customer AI Transformation & Cloud Cus
Slide 13: AI Investment Is Already Increasing Output
AI Investment Is Already Increasing Output 92% of All Employees R&D Delivering More & Faster Using AI Daily in 1H-2026 with AI SDLC in 1H-2026 2X 2X • Automated customer Code Pull Requests (PRs) in GitHub Employees dashboards delivered in • Agentic SIEM connectors: Using Claude 50% less time while f
Slide 14: Investing in Sovereign AI Infrastructure to Unlock Future Monetization
Investing in Sovereign AI Infrastructure to Unlock Future Monetization Canada* UK* Germany USA India Japan Federal Commercial UAE Singapore Indonesia* Brazil* *New in 2026 Australia South Africa* 14 | ©2026 Trend Micro Inc.
Slide 15: Q2 2026 Results Show Clear Momentum in Vision One Monetization
Q2 2026 Results Show Clear Momentum in Vision One Monetization +49% 122% Vision One ARR YoY Growth* Vision One NRR Q2-2026 Q2-2026 45% 45% Existing Customers have Vision of TrendAI ARR now through One Attached Vision One* Q2-2026 Q2-2026 * ARR at constant currency: (1USD= 155.95 yen - company intern
Slide 16: Strong 2H 2026 Pipeline Signals Accelerating Monetization
Strong 2H 2026 Pipeline Signals Accelerating Monetization 2H 2026 ARR Pipeline Investment Accelerates With ARR Growth Investment $1.2B+ $1.335 B $1.282 B Without $1.354 B Investment $1.328 B based on 2025 $1.106 B growth trajectory $1.201 B 2026-08 2026-09 2026-10 2026-11 2026-12 2022 2023 2024 Q1 Q
Slide 17: We Are Managing Each Cost Category to a Different Economic Outcome
We Are Managing Each Cost Category to a Different Economic Outcome Cost category Management action Economic outcome Internal AI Governance, adoption & measurable Operating Leverage Transformation productivity thresholds Customer AI & Optimize architecture, usage & pricing / Improved Unit Economics C
Slide 18: Transforming into an AI-Native Cybersecurity Company
Transforming into an AI-Native Cybersecurity Company Eva Chen CEO & Co-founder, Trend Micro August, 2026 18