{"schema_version":"secwatch.filing_event.v1","accession":"0001713683-26-000200","form_type":"8-K","ticker":"ZS","cik":"0001713683","company_name":"Zscaler, Inc.","filed_at":"2026-10-06T10:02:03+00:00","discovered_at":"2026-10-06T10:05:00.284538+00:00","generated_at":"2026-10-12T16:37:54.609919+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"confidence":"high","headline":"Zscaler reaffirms Q1 FY27 revenue guidance of $935-939M and FY27 ARR of $4.40-4.43B at Investor Day","bullets":["FY27 revenue guidance reaffirmed at $3.908-3.938B (16.6%-17.5% YoY growth); ARR $4.396-4.426B (16.6%-17.4% growth).","Q1 FY27 guidance: revenue $935-939M (~19% YoY), non-GAAP operating income $215-217M, non-GAAP EPS $1.15-$1.16 on ~170M diluted shares.","FY27 non-GAAP EPS $4.86-$4.90, non-GAAP income from operations $924-932M (~21% growth), free cash flow margin 23.0%-23.5%.","CEO Jay Chaudhry cites the 'agentic AI era' and reiterates the long-term $10B ARR target; guidance first provided Sept. 3, 2026.","Investor Day speakers include CFO Kevin Rubin, CPO Adam Geller, CRO Ross Tackett and EVP AI & Data Security Dhawal Sharma."],"urls":{"canonical":"https://secwatch.observer/filing/0001713683-26-000200","json":"https://secwatch.observer/filing/0001713683-26-000200.json","markdown":"https://secwatch.observer/filing/0001713683-26-000200.md","text":"https://secwatch.observer/filing/0001713683-26-000200.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1713683/000171368326000200/0001713683-26-000200-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1713683/000171368326000200/zs-20261006.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T16:37:54.609919+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"}