earnings
confidence high
sentiment positive
materiality 0.75
Zscaler Q2 FY2026: revenue +26% to $815.8M, ARR guidance raised to 24%
Zscaler, Inc.
2026-Q2 EPS reported
-$0.29
revenue$1,603,863,000
- Revenue $815.8M (+26% YoY), ARR $3.36B (+25% YoY); GAAP net loss $0.21/share.
- Non-GAAP EPS $1.01 vs $0.78 YoY; non-GAAP operating margin 22% all-time high.
- FY2026 ARR guidance raised to 24% growth (from 23%); revenue guidance raised to ~$3.31-$3.32B.
- Acquired SquareX for browser security; appointed Sunil Frida as CMO, Swamy Kocherlakota as EVP AI.