secwatch.observer — SEC 8-K summary
======================================

Issuer:     Zscaler, Inc. (ZS)
CIK:        0001713683
Form:       8-K
Filed at:   2023-09-05T23:59:59+00:00
Accession:  0001713683-23-000099
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Zscaler Q4 FY2023 revenue $455M (+43%); non-GAAP EPS $0.64 vs $0.25; FY2024 guidance above consensus
--------------------------------------------------------------------------------

- Q4 revenue $455M (+43% YoY); GAAP net loss $30.7M vs $97.7M loss; non-GAAP net income $100.9M vs $36.4M
- Full-year revenue $1.617B (+48%); non-GAAP net income $277M ($1.79 EPS) vs $101.3M ($0.69)
- Calculated billings Q4 $719.3M (+38%); deferred revenue $1.44B (+41%); cash from ops $135.9M
- Q1 FY2024 guidance: revenue $472-474M, non-GAAP EPS $0.48-0.49; FY2024 guidance $2.05-2.065B, EPS $2.20-2.25
- CEO Jay Chaudhry: ARR surpassed $2B milestone in less than two years; zero-trust demand strong

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1713683/000171368323000099/0001713683-23-000099-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1713683/000171368323000099/zs-20230905.htm
  HTML page:      https://secwatch.observer/filing/0001713683-23-000099

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer