๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $850.5M (Est. $835.66M) โ
โข Adj. EPS: $1.08 (Est. $1.01) โ
โข ARR: $3.53B, +25% YoY
โข Non-GAAP operating margin: 23%, record high
โข Free cash flow: $136M, +14% YoY
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 Revenue: $875Mโ$878M (Est. $878.66M) ๐ฐ
โข Q4 Adj. EPS: $1.08โ$1.09 (Est. $1.03) โ
โข FY26 Revenue: $3.3295Bโ$3.3325B (Est. $3.32B) โ
โข FY26 Adj. EPS: $4.10โ$4.11 (Est. $4.02) โ
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Strong enterprise demand for AI-era cybersecurity and Zero Trust architecture
โข ARR growth remained robust despite Red Canary acquisition normalization
โข Record profitability with all-time high non-GAAP operating margin
โข AI-focused partnerships with OpenAI and Anthropic expand platform positioning
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โZscaler is ideally positioned as the cybersecurity platform for the AI era.โ