Zscaler (ZS) reported strong fiscal fourth-quarter 2026 results, with revenue and annual recurring revenue both climbing 25% year over year as growing enterprise demand for cloud security and artificial intelligence protection fueled platform adoption.<\/p>\n\n\n\n
Fourth-quarter revenue reached $898.2 million, while ARR increased to $3.77 billion. The company added $246 million in net new ARR during the quarter. Excluding the impact of its Red Canary acquisition, ARR grew 20% to $3.63 billion.<\/p>\n\n\n\n
Profitability also improved substantially. Non-GAAP operating income rose to $218.4 million from $158.9 million a year earlier, pushing operating margin to a record 24%. Non-GAAP net income increased to $198.2 million, while adjusted earnings reached $1.19 per share, up from $0.89.<\/p>\n\n\n\n
On a GAAP basis, Zscaler narrowed its quarterly operating loss to $15.5 million from $32.2 million and its net loss to $3.4 million from $17.6 million.<\/p>\n\n\n\n
For fiscal 2026, revenue increased 25% to $3.35 billion, while non-GAAP operating income reached $767.1 million. Full-year adjusted earnings increased to $4.21 per share from $3.28.<\/p>\n\n\n\n
Free cash flow totaled $779.1 million for the year, representing a 23% margin. Fourth-quarter free cash flow, however, fell to $60.8 million as capital expenditures and internal-use software investments increased significantly.<\/p>\n\n\n\n
Looking ahead, Zscaler expects fiscal 2027 revenue between $3.908 billion and $3.938 billion, representing growth of approximately 17%. ARR is projected between $4.396 billion and $4.426 billion, while non-GAAP operating income is expected to reach $924 million to $932 million.<\/p>\n\n\n\n
CEO Jay Chaudhry identified artificial intelligence as one of the largest opportunities in Zscaler\u2019s history. The company is expanding beyond traditional user security into securing AI agents, models and workloads.<\/p>\n\n\n\n
With Zero Trust SASE, Agentic SecOps, Data Security and Security for AI, Zscaler is positioning its platform around a major emerging challenge: enabling companies to deploy AI while simultaneously protecting themselves from AI-driven threats.<\/p>\n\n\n\n
As enterprise adoption of agentic AI accelerates, Zscaler believes cybersecurity could become an increasingly critical layer of the broader AI infrastructure buildout.<\/p>\n","protected":false},"excerpt":{"rendered":"
The cybersecurity leader closed fiscal 2026 with $3.77 billion in ARR and a record 24% non-GAAP operating margin as management positions Zscaler for the agentic AI era. Zscaler (ZS) reported strong fiscal fourth-quarter 2026 results, with revenue and annual recurring revenue both climbing 25% year over year as growing enterprise demand for cloud security and […]<\/p>\n","protected":false},"author":2,"featured_media":1149,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","jnews-multi-image_gallery":[],"jnews_single_post":[],"jnews_primary_category":[],"jnews_social_meta":[],"jnews_override_counter":[],"jnews_post_split":[]},"categories":[482,376,361,310],"tags":[420,421,416,418,417,750],"coauthors":[454],"_links":{"self":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11153"}],"collection":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/comments?post=11153"}],"version-history":[{"count":1,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11153\/revisions"}],"predecessor-version":[{"id":11154,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11153\/revisions\/11154"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/media\/1149"}],"wp:attachment":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/media?parent=11153"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/categories?post=11153"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/tags?post=11153"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/coauthors?post=11153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}