{"schema_version":"secwatch.filing_event.v1","accession":"0001713683-26-000156","form_type":"8-K","ticker":"ZS","cik":"0001713683","company_name":"Zscaler, Inc.","filed_at":"2026-09-03T20:08:39+00:00","discovered_at":"2026-09-03T20:10:12.710405+00:00","generated_at":"2026-09-03T20:10:28.609707+00:00","sec_items":["2.02","9.01","2.05"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Zscaler Q4 FY26 revenue up 25% to $898M; non-GAAP EPS $1.19; guides FY27 revenue ~$3.9B","bullets":["Q4 revenue $898.2M (+25% YoY); ARR $3,771M (+25%); net new ARR $246M; ex-Red Canary ARR +20%.","Non-GAAP operating margin record 24% ($218.4M); GAAP net loss $3.4M; non-GAAP EPS $1.19 vs $0.89.","FY26 revenue $3,353M (+25%); non-GAAP EPS $4.21; FCF $779M (23% margin).","Q1 FY27 guidance: revenue $935-939M (~19% growth); FY27 ARR $4.396-4.426B (+16.6-17.4%).","Restructuring: ~3% headcount cut, $30-33M charges in H1 FY27 to fund AI initiatives."],"urls":{"canonical":"https://secwatch.observer/filing/0001713683-26-000156","json":"https://secwatch.observer/filing/0001713683-26-000156.json","markdown":"https://secwatch.observer/filing/0001713683-26-000156.md","text":"https://secwatch.observer/filing/0001713683-26-000156.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1713683/000171368326000156/0001713683-26-000156-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1713683/000171368326000156/zs-20260901.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-03T20:10:28.609707+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}