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Proofpoint's Strong Q3: Accelerating Growth, Innovation, and Leadership in the AI Era

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Proofpoint delivered another strong quarter in Q3, continuing our track record of durable growth, customer success, and innovation. We are growing at scale, deepening relationships with customers and industry leaders, and advancing our platform to address the most pressing cybersecurity challenges facing enterprises.

Strong Business Performance and Customer Trust

Our Q3 results demonstrate the strength and consistency of our business:

  • Continued double-digit ARR growth year over year.

  • Added ~450 new enterprise customers worldwide.

  • Delivered strong net revenue retention of 106%.

Customers are increasingly looking to Proofpoint as a strategic cybersecurity partner to strengthen protection, simplify operations, and securely embrace AI.

Innovating to Secure the Agentic Workspace

This quarter, we unveiled major innovations across collaboration, data, and AI security:

Together, these advancements strengthen our human and agent security platform, delivering more comprehensive protection for people, AI agents, and sensitive information.

Accelerating Our Vision for Data and AI Security

A defining milestone in our strategy came with the announcement of our intent to acquire Varonis. The proposed combination connects Proofpoint's intelligence into how people and AI agents interact with information with Varonis' deep visibility into sensitive data and access. Together, we intend to deliver a level of insight and protection neither company offers alone today, helping customers identify and stop risks across their environments. 

The transaction remains subject to closing conditions, and both companies will operate independently until closing.

Looking Ahead

As we enter the final quarter of 2026, our focus remains on continuous innovation and deepening our customer relationships.

To our customers and partners, thank you for your continued trust and collaboration. And to our global Proofpoint team, thank you for your dedication and commitment to delivering exceptional outcomes.