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Key TakeawaysZscaler’s net new ARR growth (excluding Red Canary) accelerated to 17% year over year in the fiscal fourth quarter, the fastest pace in years, yet FY27 guidance points to that growth cooling back down toward the high teens or lower. Deferred revenue, an independent forward indicator of billings, has decelerated every year since FY22, falling from 62% growth to just 18.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Zscaler (NASDAQ:ZS) and the rest of the cybersecurity stocks fared in Q2.
ARR hit $3.8B with 25% growth as AI security demand accelerates.
Palo Alto Networks and Zscaler both beat earnings estimates this week, but Palo Alto showed faster growth and stronger free cash flow, giving it the edge over its cybersecurity rival.
Zscaler (ZS) is being "overly cautious" with its guidance raise, Macquarie Equity Research said in a
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
Zscaler Inc. (NASDAQ:ZS) reported fiscal fourth-quarter revenue and adjusted profit that topped Wall Street estimates on Friday, but a sharp decline in free cash flow sent shares of the cybersecurity company down 3.5%. Free cash flow came in at $60.8 million, missing estimates of $66.9...
Zscaler sees AI as its largest demand tailwind as Security for AI bookings surge and metered offerings fuel ARR growth into fiscal 2027.
Zscaler (NASDAQ:ZS) shares fell 4. 2% in pre-market trading after the cloud cybersecurity company reported fiscal fourth-quarter 2026 results above analyst expectations but issued guidance indicating slower growth in fiscal 2027.
How Zscaler’s latest earnings and guidance set the tone for ZS stock Zscaler (ZS) just released fourth quarter and full year results for fiscal 2026 alongside new guidance for fiscal 2027, giving investors fresh data on revenue trends and ongoing losses. The company reported fourth quarter sales of US$898.19 million compared with US$719.23 million a year earlier. Net loss for the quarter was US$3.37 million, with both basic and diluted loss per share from continuing operations at US$0.02. For...
Zscaler Inc (ZS) reports 25% revenue growth and record 24.3% operating margin in Q4 fiscal 2026, with net new ARR accelerating to 17% year-over-year.
Zscaler (NASDAQ:ZS) reported fourth-quarter fiscal 2026 revenue of $898 million, up 25% from a year earlier and 6% sequentially, as the cybersecurity company cited continued demand for its zero-trust platform, data security offerings and AI-related products. Non-GAAP operating income rose 37% year
Zscaler (ZS) delivered earnings and revenue surprises of +9.17% and +2.40%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
Zscaler Inc. (NASDAQ:ZS) reports fiscal fourth-quarter earnings after the bell Thursday, three months after a cautious outlook triggered a record 31.5% one-day plunge. Shares have since recovered most of that loss. Unlike security companies built around hardware firewalls, Zscaler developed...
Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.
Cloud security platform Zscaler (NASDAQ:ZS) will be reporting earnings this Thursday afternoon. Here’s what investors should know.
Palo Alto (PANW) delivered earnings and revenue surprises of +4.08% and +1.78%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.
PANW heads into Q4 earnings with platformization, AI-security adoption and deal wins supporting growth, while acquisition costs pose pressure.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
CrowdStrike (CRWD) delivered earnings and revenue surprises of +6.90% and +2.15%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
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