secwatch.observer — SEC 8-K summary
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Issuer:     Zscaler, Inc. (ZS)
CIK:        0001713683
Form:       8-K
Filed at:   2025-09-02T23:59:59+00:00
Accession:  0001713683-25-000138
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1713683/000171368325000138/0001713683-25-000138-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1713683/000171368325000138/zs-20250902.htm
  HTML page:      https://secwatch.observer/filing/0001713683-25-000138

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