---
schema_version: "secwatch.filing_event.v1"
accession: "0001713683-25-000138"
form_type: "8-K"
ticker: "ZS"
cik: "0001713683"
company_name: "Zscaler, Inc."
filed_at: "2025-09-02T23:59:59+00:00"
generated_at: "2026-05-17T08:54:11.998676+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Zscaler Q4 revenue $719M (+21% YoY), ARR surpasses $3B; guides Q1 FY26 revenue ~$773M

## Summary
- 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.

## SEC filing metadata
- accession: 0001713683-25-000138
- form_type: 8-K
- ticker: ZS
- cik: 0001713683
- company_name: Zscaler, Inc.
- filed_at: 2025-09-02T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1713683/000171368325000138/0001713683-25-000138-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1713683/000171368325000138/zs-20250902.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001713683-25-000138
- JSON: https://secwatch.observer/filing/0001713683-25-000138.json
- Plain text: https://secwatch.observer/filing/0001713683-25-000138.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.