secwatch.observer — SEC 8-K summary
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Issuer:     Zscaler, Inc. (ZS)
CIK:        0001713683
Form:       8-K
Filed at:   2026-09-03T20:08:39+00:00
Accession:  0001713683-26-000156
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01, 2.05
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1713683/000171368326000156/0001713683-26-000156-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1713683/000171368326000156/zs-20260901.htm
  HTML page:      https://secwatch.observer/filing/0001713683-26-000156

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