{"schema_version":"secwatch.filing_event.v1","accession":"0001713683-22-000119","form_type":"8-K","ticker":"ZS","cik":"0001713683","company_name":"Zscaler, Inc.","filed_at":"2022-12-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.849512+00:00","generated_at":"2026-06-21T10:59:58.198944+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Zscaler Q1 FY2023 revenue $355.5M (+54% YoY); non-GAAP net income $44.0M","bullets":["Revenue $355.5M, +54% YoY; GAAP net loss $68.2M ($0.48 loss per share) improved from $90.8M loss.","Non-GAAP net income $44.0M ($0.29 EPS) vs $21.0M ($0.14 EPS) in Q1 FY2022.","Calculated billings $340.1M (+37% YoY); deferred revenue $1,005.7M (+55%).","Q2 FY2023 revenue guidance $364-366M; FY2023 revenue guidance ~$1.525-1.530B.","Free cash flow $95.6M (27% of revenue); cash and investments $1,824.8M."],"urls":{"canonical":"https://secwatch.observer/filing/0001713683-22-000119","json":"https://secwatch.observer/filing/0001713683-22-000119.json","markdown":"https://secwatch.observer/filing/0001713683-22-000119.md","text":"https://secwatch.observer/filing/0001713683-22-000119.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1713683/000171368322000119/0001713683-22-000119-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1713683/000171368322000119/zs-20221201.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T10:59:58.198944+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5cb5a7456d34f0d035e2fa55e1f684d200fe2e1a","claim":"Zscaler, Inc. reported full year fiscal 2023 results: revenue $1.525 billion to $1.530 billion, EPS $1.23 to $1.25. Guidance initiated.","evidence_excerpt":"For the full year fiscal 2023, we expect: • Total revenue of approximately $1.525 billion to $1.530 billion • Calculated billings of $1.930 billion to $1.940 billion. First half mix of billings to be approximately 43% of full-year • Non-GAAP income from operations of $179 million to $183 million • Non-GAAP net income per share of $1.23 to $1.25, assuming approximately 157 million common shares outstanding using the \"if-converted\" method for our senior convertible notes","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1713683/000171368322000119/0001713683-22-000119-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year fiscal 2023"},{"label":"Revenue","value":"$1.525 billion to $1.530 billion"},{"label":"EPS","value":"$1.23 to $1.25"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"8d6663a498a0e84a3df533696a3084cec45d6ef8","claim":"Zscaler, Inc. reported second quarter of fiscal 2023 results: revenue $364 million to $366 million, EPS $0.29 to $0.30. Guidance initiated.","evidence_excerpt":"For the second quarter of fiscal 2023, we expect: • Total revenue of $364 million to $366 million • Non-GAAP income from operations of $42 million to $43 million • Non-GAAP net income per share of approximately $0.29 to $0.30, assuming approximately 156 million common shares outstanding using the \"if-converted\" method for our senior convertible notes","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1713683/000171368322000119/0001713683-22-000119-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of fiscal 2023"},{"label":"Revenue","value":"$364 million to $366 million"},{"label":"EPS","value":"$0.29 to $0.30"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"c0de4211c74447a8f24c76839d38c51bad475e5d","claim":"Zscaler, Inc. reported first quarter of fiscal year 2023, ended October 31, 2022 results: revenue $355.5 million, net income $68.2 million, EPS $0.48.","evidence_excerpt":"• Revenue: $355.5 million, an increase of 54% year-over-year. • Income (loss) from operations: GAAP loss from operations was $69.1 million, or 19% of total revenue, compared to $74.4 million, or 32% of total revenue, in the first quarter of fiscal 2022. Non-GAAP income from operations was $42.1 million, or 12% of total revenue, compared to $23.9 million, or 10% of total revenue, in the first quarter of fiscal 2022. • Net income (loss): GAAP net loss was $68.2 million, compared to $90.8 million in the first quarter of fiscal 2022. Non-GAAP net income was $44.0 million, compared to $21.0 million in the first quarter of fiscal 2022. • Net income (loss) per share: GAAP net loss per share was $0.48, compared to $0.65 in the first quarter of fiscal 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1713683/000171368322000119/0001713683-22-000119-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of fiscal year 2023, ended October 31, 2022"},{"label":"Revenue","value":"$355.5 million"},{"label":"Net income","value":"$68.2 million"},{"label":"EPS","value":"$0.48"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}