---
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"
generated_at: "2026-09-03T20:10:28.609707+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Zscaler Q4 FY26 revenue up 25% to $898M; non-GAAP EPS $1.19; guides FY27 revenue ~$3.9B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01, 2.05
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001713683-26-000156
- JSON: https://secwatch.observer/filing/0001713683-26-000156.json
- Plain text: https://secwatch.observer/filing/0001713683-26-000156.txt

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