earnings
confidence high
sentiment positive
materiality 0.80
Zscaler Q4 revenue $719M (+21% YoY), ARR surpasses $3B; guides Q1 FY26 revenue ~$773M
Zscaler, Inc.
2025-FY EPS reported
-$0.27
revenue$2,673,115,000
- 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.
item 2.02item 9.01