{"filings":[{"id":94928,"accession_number":"0001713683-26-000082","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Zscaler EVP of Corporate Strategy Raj Judge resigns; effective July 31, 2026","event_type":"leadership","confidence":"high","bullets":["Raj Judge, EVP of Corporate Strategy, resigned as officer and board member effective April 15, 2026.","His departure from the Company will be effective July 31, 2026.","Mr. Judge will receive severance benefits per Zscaler's Change of Control and Severance Policy.","Resignation from the Board is not due to any disagreement with the Company.","No replacement has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107655,"accession_number":"0001713683-26-000047","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zscaler Q2 FY2026: revenue +26% to $815.8M, ARR guidance raised to 24%","event_type":"earnings","confidence":"high","bullets":["Revenue $815.8M (+26% YoY), ARR $3.36B (+25% YoY); GAAP net loss $0.21/share.","Non-GAAP EPS $1.01 vs $0.78 YoY; non-GAAP operating margin 22% all-time high.","FY2026 ARR guidance raised to 24% growth (from 23%); revenue guidance raised to ~$3.31-$3.32B.","Acquired SquareX for browser security; appointed Sunil Frida as CMO, Swamy Kocherlakota as EVP AI."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":1603863000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107654,"accession_number":"0001713683-26-000031","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Zscaler shareholders approve proposal to declassify board; all director nominees elected","event_type":"other_material","confidence":"high","bullets":["Class II directors elected: Andrew Brown (117.5M for), Scott Darling (95.0M for), David Schneider (106.9M for).","Ratification of PwC as auditor for FY2026 approved with 139.8M for, 1.4M against.","Advisory say-on-pay approved (121.5M for); future votes set every 1 year (128.7M for 1-year).","Non-binding shareholder proposal to declassify Board passed narrowly: 67.0M for vs 63.2M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124020,"accession_number":"0001713683-25-000203","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zscaler Q1 revenue $788M (+26% YoY); non-GAAP EPS $0.96","event_type":"earnings","confidence":"high","bullets":["Revenue $788.1M (+26% YoY); ARR $3.204B (+26% YoY); deferred revenue $2.351B (+32% YoY).","GAAP net loss $11.6M ($0.07 loss per share); non-GAAP net income $159.5M ($0.96 per share).","Operating cash flow $448.3M (57% of revenue); free cash flow $413.3M (52% of revenue).","Q2 FY2026 guidance: revenue $797-799M; non-GAAP EPS $0.89-0.90. Full-year ARR $3.698-3.718B.","Closed acquisitions of Red Canary and SPLX for $692M; adopted 21% non-GAAP tax rate."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":788112000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140692,"accession_number":"0001713683-25-000138","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zscaler Q4 revenue $719M (+21% YoY), ARR surpasses $3B; guides Q1 FY26 revenue ~$773M","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $719.2M (+21% YoY); ARR $3,015M (+22%); calculated billings $1,202.3M (+32%).","GAAP net loss $17.6M ($0.11 EPS) vs. $14.9M loss a year ago; non-GAAP net income $146.7M ($0.89 EPS).","Full-year FY25 revenue $2,673.1M (+23%); non-GAAP net income $534.8M ($3.28 EPS) vs. $414.6M.","Q1 FY26 revenue guidance $772-774M; FY26 revenue ~$3.27-3.28B; ARR target $3.68-3.70B.","Announced acquisition of Red Canary; launched AI Guard and Zscaler Cellular; CMMC Level 2 achieved."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":2673115000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140691,"accession_number":"0001193125-25-155487","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2025-07-03T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Zscaler prices $1.725B zero-coupon convertible notes; conversion premium 40% at $439.52","event_type":"debt","confidence":"high","bullets":["Issued $1.725B aggregate principal amount of 0.00% Convertible Senior Notes due 2028.","Conversion rate is 2.2752 shares per $1,000 principal; initial conversion price ~$439.52 (40% premium).","Net proceeds ~$1.70B; used $197M for capped calls; remainder for general corporate purposes, including M&A.","Capped call transactions entered to reduce dilution; cap price $784.85/share (150% premium).","Notes mature July 15, 2028; no regular interest; convertible under certain conditions; not redeemable by Zscaler."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158419,"accession_number":"0001713683-25-000133","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Zscaler CTO Syam Nair departing effective July 4, 2025","event_type":"leadership","confidence":"high","bullets":["Chief Technology Officer Syam Nair will depart the company on July 4, 2025.","No successor or interim CTO has been announced in the filing.","Mr. Nair is expected to receive benefits under Zscaler's Change of Control and Severance Policy (disclosed Dec 2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158418,"accession_number":"0001713683-25-000103","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Zscaler CFO Remo Canessa to retire Dec 31, 2025; receives $750K severance and RSU acceleration","event_type":"leadership","confidence":"high","bullets":["Canessa will continue as CFO through Dec 31, 2025 to assist transition to new CFO.","During transition, he retains base salary, receives second-half FY2025 bonus, and continues equity vesting.","After transition, he will receive a $750,000 lump sum and accelerated vesting of 28,774 RSUs.","This agreement formalizes his previously disclosed retirement; orderly succession planned."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158417,"accession_number":"0001713683-25-000078","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Zscaler reports Q3 FY25 revenue $678M (+23% YoY), non-GAAP EPS $0.84; appoints Kevin Rubin as CFO","event_type":"earnings","confidence":"high","bullets":["Revenue of $678.0M, up 23% YoY; calculated billings $784.5M, up 25% YoY.","GAAP net loss of $4.1M vs $19.1M net income YoY; non-GAAP net income $136.8M vs $113.0M.","Non-GAAP EPS of $0.84 vs $0.71 YoY; free cash flow $119.5M (18% of revenue).","Q4 FY25 guidance: revenue $705-707M, non-GAAP EPS $0.79-0.80; FY25 revenue ~$2.66B.","Appointed Kevin Rubin as CFO, effective May 26, 2025; succeeds retiring Remo Canessa."],"consensus_eps_estimate":0.8222,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":1953889000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158416,"accession_number":"0001713683-25-000066","cik":1713683,"company_name":"Zscaler, Inc.","ticker":"ZS","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Zscaler appoints Raj Judge to board and as EVP of Corporate Strategy & Ventures","event_type":"leadership","confidence":"high","bullets":["Board expanded from 8 to 9; Judge appointed as Class III director effective May 20, 2025, term expiring at 2026 annual meeting.","Judge named EVP of Corporate Strategy & Ventures, leading growth strategy, business development, and venture investments.","Goal: drive Zscaler to $5 billion ARR and beyond.","Judge previously Senior Partner at Wilson Sonsini (outside corporate counsel); no compensation for board service.","No family relationships or arrangements with other directors; legal fees incurred in ordinary course ($120K+ in FY2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}