Recent Updates — ZS

Zscaler reaffirmed its financial guidance for the first quarter and full fiscal year 2027 during its 2026 Investor Day presentation in New York City. For Q1 fiscal 2027, the company expects revenue of $935 million to $939 million, representing approximately 19% year-over-year growth, with non-GAAP net income per share of $1.15 to $1.16. Full-year fiscal 2027 guidance includes annual recurring revenue (ARR) of $4.396 billion to $4.426 billion and total revenue of approximately $3.908 billion to $3.938 billion, reflecting growth rates of roughly 16.6% to 17.5%. Management highlighted the company's strategy to capitalize on AI-driven security demands and its long-term target of achieving $10 billion in ARR. Zscaler operates as a cybersecurity platform provider specializing in zero trust architecture for enterprises.

Zscaler announced that Ross Tackett is promoted to Chief Revenue Officer effective October 1, 2026. He succeeds Mike Rich, who steps down as an officer but remains a strategic advisor through December 31, 2026. The company expects Rich to receive severance benefits per its Change of Control and Severance Policy. Zscaler operates in the cybersecurity industry, providing cloud-based security platforms.