secwatch.observer — SEC 8-K summary
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Issuer:     Zscaler, Inc. (ZS)
CIK:        0001713683
Form:       8-K
Filed at:   2026-10-06T10:02:03+00:00
Accession:  0001713683-26-000200
Event type: other_material
Sentiment:  neutral
Materiality: 0.35
Item codes: 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Zscaler reaffirms Q1 FY27 revenue guidance of $935-939M and FY27 ARR of $4.40-4.43B at Investor Day
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1713683/000171368326000200/0001713683-26-000200-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1713683/000171368326000200/zs-20261006.htm
  HTML page:      https://secwatch.observer/filing/0001713683-26-000200

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer