1Monยท

Zscaler Q4 Earnings Highlights

$ZS (+1.75%)


๐Ÿ”น Revenue: $719.2M (Est. $706.9M) ๐ŸŸข; UP +21% YoY

๐Ÿ”น Adjusted EPS: $0.89 (Est. $0.80โ€“$0.81) ๐ŸŸข

๐Ÿ”น Adjusted Net Income: $146.7M (Est. $131.3M) ๐ŸŸข


Guidance:

๐Ÿ”น FY26 Revenue: $3.265Bโ€“$3.284B (Est. $3.20B) ๐ŸŸข

๐Ÿ”น FY26 Adjusted EPS: $3.64โ€“$3.68 (Est. $3.68) ๐ŸŸก

๐Ÿ”น Q1 Revenue: $772Mโ€“$774M (Est. $752M) ๐ŸŸข

๐Ÿ”น Q1 Adjusted EPS: $0.85โ€“$0.86 (Est. $0.85) ๐ŸŸข


Other Metrics:

๐Ÿ”น Calculated Billings: $1.20B; UP +32% YoY

๐Ÿ”น ARR: $3.015B; UP +22% YoY

๐Ÿ”น Deferred Revenue: $2.468B; UP +30% YoY

๐Ÿ”น Free Cash Flow: $171.9M (24% of rev); UP from 23% a year ago


CEO Commentary:

๐Ÿ”ธ โ€œWe achieved over $3B ARR and our highest quarterly operating margin. Zero Trust and AI security are driving robust demand.โ€

๐Ÿ”ธ โ€œWe launched AI Guardrails and are rapidly expanding our AI security portfolio to address emerging risks.โ€

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