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Zscaler
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Latest analysis
Updated Oct 6, 2026
Zscaler reaffirms FY2027 guidance at Investor Day, positioning AI agents and Zero Trust as primary growth engine.
Zscaler held its 2026 Investor Day and reaffirmed FY2027 guidance without material changes: ARR of $4.396–$4.426 billion (+16.6–17.4%), revenue of $3.908–$3.938 billion (+16.6–17.5%), and non-GAAP EPS of $4.86–$4.90. CEO Jay Chaudhry framed agentic AI as the company's single largest opportunity and reaffirmed the $10 billion ARR target as the long-term objective, directly linking platform consolidation, zero trust architecture, and AI threat surface management as three pillars of near-term growth. No new financial figures, market-sizing data, or risk disclosures were introduced in this filing.
Tone: bullishRevenue
$3.4B
ZS 10-K · FY 2026
Employees
8,700
Revenue growth YoY
+25%
Founded
2007
Profile
ZS 10-K Item 1 · Sep 3, 2026Zscaler is a cloud-native cybersecurity company that delivers a unified zero trust platform — the Zero Trust Exchange — securing users, devices, workloads, and AI agents to applications and data based on identity and business policy rather than network location. Founded in 2007, the company serves approximately 11,000 customers globally, including over 40% of the Forbes Global 2000 and over 50% of the Fortune 500. Its platform processes over 750 billion transactions per day across more than 200 public data centers and thousands of private edge sites in over 185 countries.
Read filing description ↓ Collapse description ↑
We are the cybersecurity platform for the AI era. We empower our customers with the cybersecurity solutions necessary to protect their enterprises, drive growth and outpace competitors where success depends on securely adopting the technologies required to operate and compete effectively in an AI world. We were founded in 2007, based on a vision that, with the broad adoption of SaaS applications, the internet would become the new corporate network, the cloud would become the new data center and perimeter-based security would fail to protect users, applications and data. As AI redefines how businesses operate, and powerful AI-enabled cyberthreats proliferate, enterprises must now adopt a zero trust approach to security. We deliver a comprehensive, cloud-native zero trust platform that minimizes the attack surface of an enterprise and eliminates lateral threat movement, enabling security at the scale and speed of AI. Our Zscaler Zero Trust Exchange security platform is a cloud-native security solution that is purpose-built to securely connect users, devices, workloads and AI agents to applications, AI models and data based on identity and business policy, rather than network location. Our platform was designed from day one on the principles of never trust and always verify. Our cloud-native, multi-tenant architecture is distributed across over 200 public data centers globally and thousands of private sites at the edge, which brings security and business policy close to users, devices, workloads and AI agents in over 185 countries and provides fast, secure and reliable access, while dramatically simplifying operations. Our platform processes over 750 billion transactions, blocks over nine billion policy violations and threats and performs over 250,000 unique security updates per day.
Primary products
- Zscaler Zero Trust Exchange
- Zscaler Internet Access (ZIA)
- Zscaler Private Access (ZPA)
- Zero Trust Browser
- Zscaler Digital Experience (ZDX)
- Zero Trust Branch
Business segments
End markets
Geographies
Named customers
No end customer contributed more than 10% of our revenue in fiscal 2026, fiscal 2025 and fiscal 2024.
“We believe we are positioned favorably against our competitors based on these factors. Our cloud platform integrates many of the point products offered by our competitors and potential competitors, which is a key differentiator.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Revenue grew 25% year-over-year in fiscal 2026, following 23% growth in fiscal 2025, driven by continued expansion of the customer base and increased adoption of additional platform solutions.
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