{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Earnings Debate","title":"Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting \"Q4 revenue was $898 million, up 25% year-over-year\"","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/0b4be6c9\"></iframe>","width":"100%","height":180,"duration":826,"description":"Zscaler, Inc. reported financial results for the fourth quarter and full fiscal year 2026.\nFor the fourth quarter, revenue was $898 million, representing an increase of 25 percent year-over-year and 6 percent sequentially.\nNon-GAAP operating income for the fourth quarter was $218 million, up 37 percent year-over-year, with a record non-GAAP operating margin of 24.3 percent and non-GAAP gross margin of 80.2 percent.\nFor the full fiscal year 2026, revenue reached $3.4 billion, growing 25 percent year-over-year, and total annual recurring ARR reached $3.8 billion, also up 25 percent.\nFull-year non-GAAP operating margin was 22.9 percent, and full-year free cash flow was $779 million, representing a free cash flow margin of 23 percent.\nThe company ended the fiscal year with approximately $3.5 billion in cash, cash equivalents, and short-term investments, against $1.7 billion of debt.In terms of strategic updates, Zscaler announced a workforce restructuring affecting approximately 3 percent of its employees to strategically reallocate resources to support AI and growth initiatives.\nThis action is expected to result in restructuring charges of approximately $30 million to $33 million.\nThe company highlighted strong adoption of its Zero Trust Everywhere platform, exiting the fiscal year with more than 950 Zero Trust Everywhere enterprises, up from over 700 in the third quarter.\nZscaler’s Z-Flex procurement program continues to show momentum, generating over $770 million in total contract value during the fourth quarter and more than $1.7 billion for the full fiscal year.\nThe company discussed its upcoming Agentic SecOps solution, which integrates Zscaler’s in-line telemetry with Red Canary’s managed detection and response experience, launching on September 9. Additionally, Zscaler highlighted an expanded partnership with Carahsoft to penetrate commercial and SMB segments, and extended its Zero Trust Cloud solution by offering a managed service through Google Cloud.\nFor...","thumbnail_url":"https://img.transistorcdn.com/xJuh_6koFF8CKKFzV-oIB_PzOA86GyxN802qWUMHjC4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80ODli/Mjg2OGQ5YjVkMzU2/Yjg0NzMxNTJiZGRj/NzFjOC5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}