Surging AI Cybersecurity Demand Drives CHT Security to Record High Revenue and Profits in the First Three Quarters

CHT Security (TWSE: 7765) today announced its preliminary financial results for the first three quarters of 2026. September revenue reached NT$205 million, up 40% MoM and 31% YoY. Cumulative revenue for the first three quarters stood at NT$1.744 billion, representing a 19% YoY growth, with net income after tax reaching NT$356 million, up 12% YoY, translating to an EPS of NT$8.75. Both revenue and net profit set record highs for the same period.

CHT Security stated that its revenue momentum was primarily driven by AI cybersecurity adoption and escalating enterprise cybersecurity requirements. Recurring revenue accounted for nearly 50% of total revenue, with subscription-based services delivering steady gains and bolstering full-year revenue visibility, including SOC/MDR, DDoS Protection, WAF Protection, and Cyber Threat Gatekeeper. Meanwhile, non-recurring project revenue gained strong traction as enterprise efforts to counter AI-driven threats fueled rising demand for Red Teaming, Penetration Testing, and cybersecurity solutions, serving as another major growth catalyst.

From an industry perspective, rapid advancements in AI have led to an unprecedented surge in global cyber threats. Threat actors are leveraging AI to heighten attack efficiency, accelerate vulnerability probing, and automate exploit delivery, subjecting enterprises to increasingly severe external security challenges. Simultaneously, enterprise AI adoption has introduced critical internal risks, such as Shadow AI, sensitive data leakage, and AI application vulnerabilities. This aligns with the observation by the leading AI player that cybersecurity will be next major AI use case. As a leading pure-play cybersecurity vendor, CHT Security leverages its Agentic AI SOC to deliver automated threat response, while deploying its proprietary "AI Archway" to empower enterprises to manage AI risks and ensure AI governance and compliance.

Looking ahead to the fourth quarter, traditionally a peak season for CHT Security, growth is expected to maintain its historical Q4 trajectory, buoyed by consistent expansion in recurring revenue streams and progressive project acceptances and revenue recognition. The company maintains a positive outlook for full-year operational performance.