Zscaler Stock Price, News & Analysis

Zscaler (NASDAQ: ZS) announced new Zscaler Digital Experience (ZDX) innovations on October 29, 2025 that combine device, network, and application telemetry to speed troubleshooting and reduce downtime.

Key claims include cutting issue detection by 98%, resolving issues in minutes instead of days, 24/7 managed monitoring for SaaS and web apps, ISP bottleneck identification with automatic rerouting via Zscaler Internet Access (ZIA), and device health scoring with remote remediation to extend device lifecycles.

The company said these features support Zero Trust, improve end‑user productivity, and enable organizations to hold ISPs accountable for SLAs.

Zscaler (NYSE:ZS)-linked Red Canary released its 2025 Security Operations Trends Report on Oct. 23, 2025, based on a 550‑leader survey across the US, UK, Australia/New Zealand and Nordics. Key findings: organizations report an average cyber incident cost of $3.7M and 46% experienced outages from attacks. Budgets are rising—80% of security leaders say they are spending more—yet the attack surface grew 41% and 73% say detection‑to‑resolution times have increased. Skills gaps (intrusion detection 75%, incident response 72%) and mixed AI impacts (AI in use, but 43% saw AI‑related incidents) are highlighted.

Zscaler (NASDAQ:ZS) reported strong Q4 and fiscal 2025 results, with revenue growing 21% year-over-year to $719.2 million in Q4. The company achieved a significant milestone by surpassing $3 billion in Annual Recurring Revenue (ARR), growing 22% year-over-year.

Key financial metrics include Q4 calculated billings growth of 32% to $1,202.3 million, deferred revenue increase of 30% to $2,468.0 million, and non-GAAP net income of $146.7 million. The company issued new convertible notes due 2028 for $1,725.0 million and repaid notes due 2025.

Notable developments include the acquisition of Red Canary for AI-driven threat intelligence, launch of new AI security innovations, and achievement of key certifications. For fiscal 2026, Zscaler expects revenue between $3.265-$3.284 billion and ARR of $3.676-$3.698 billion.

Zscaler (NASDAQ: ZS), the cloud security leader, has announced its management team's participation in four upcoming investor conferences in September 2025:

• Citi 2025 Global TMT Conference - September 4, 7:30 AM ET in New York
• 2025 Truist Securities Technology Symposium - September 4, 10:30 AM ET in New York
• Goldman Sachs Communacopia + Technology Conference 2025 - September 10, 4:45 PM ET in San Francisco
• Wolfe Research TMT Conference 2025 - September 10 (1x1 meetings) in San Francisco

Webcasted sessions will be accessible through Zscaler's Investor Relations website.

Zscaler (NASDAQ: ZS) has announced an expanded partnership with CrowdStrike through its subsidiary Red Canary to enhance cybersecurity operations. The collaboration integrates three major platforms: the Zscaler Zero Trust Exchange™, the AI-native CrowdStrike Falcon® platform, and Red Canary's agentic-AI driven security operations platform.

The partnership aims to modernize legacy security systems by providing a unified cloud-native architecture with AI-powered detection and automated workflows. The integration delivers enhanced protection across endpoints, users, and workloads, offering improved threat detection accuracy and faster response times through enriched user and endpoint context.

CrowdStrike will serve as a preferred partner in Red Canary's security operations ecosystem, helping customers transition from legacy endpoint products while optimizing their security investments.

Zscaler (NASDAQ: ZS), a leading cloud security company, has scheduled its fourth quarter fiscal year 2025 earnings release for Tuesday, September 2, 2025, after market close. The company will host an investor conference call at 1:30 PM Pacific Time (4:30 PM Eastern Time) to discuss the results.

Investors can access the earnings call through a webcast at ir.zscaler.com under the "Events & Presentations" section. Alternatively, participants can register for the dial-in option to receive a dedicated phone number and PIN. Attendees are advised to join at least 10 minutes before the start time.

Zscaler's (NYSE:ZS) Red Canary division has released its midyear 2025 Threat Detection Report, revealing significant cybersecurity trends. The report highlights a dramatic 500% increase in Cloud Account detections compared to 2024, driven by expanded identity-based threat detection capabilities.

Key findings include two new cloud techniques entering the top 10 detected threats: Data from Cloud Storage and Disable or Modify Cloud Firewall. Analysis of phishing emails revealed that only 16% of suspected phishing emails were actually malicious. The report also details the evolution of the Scarlet Goldfinch threat group, which has shifted to using fake CAPTCHA paste-and-run techniques.

Zscaler (NASDAQ: ZS) has completed its acquisition of Red Canary, marking a significant expansion in cloud security capabilities. Red Canary will initially operate as a separate business unit within Zscaler, leveraging Zscaler's resources while maintaining its innovative SOC capabilities.

The integration combines Red Canary's 10 years of threat intelligence and agentic AI technology with Zscaler's Data Fabric for Security, which processes 500 billion daily transactions through its Zero Trust Exchange platform. This merger aims to deliver one of the industry's most comprehensive SOC solutions, enabling more efficient security operations for both customers and partners.

The combined platform will unify Zero Trust capabilities with automated security operations, spanning communications, exposure management, and threat detection, investigation, and response. Red Canary will continue operating under the brand "Red Canary, a Zscaler company."

Zscaler (NASDAQ: ZS) has released its annual ThreatLabz 2025 Ransomware Report, revealing a dramatic 146% surge in ransomware attacks blocked by their cloud platform. The report highlights a significant shift in attack strategies, with threat actors increasingly focusing on data extortion over encryption. Key findings show that ransomware groups stole 238 TB of data, representing a 92% increase year-over-year.

The report identifies Manufacturing, Technology, and Healthcare as the most targeted sectors, with the Oil & Gas industry experiencing a remarkable 935% increase in attacks. The United States remains the primary target, accounting for 50% of all attacks with 3,671 incidents. RansomHub emerged as the most active group with 833 publicly named victims, followed by Akira (520) and Clop (488).