Zscaler, Inc. reports developments in cloud-native cybersecurity, centered on zero trust access, AI security, data protection, and enterprise governance controls. Its recurring updates cover the Zscaler Zero Trust Exchange platform, Zscaler Internet Access, Zscaler Private Access, data sovereignty capabilities, browser security, and research from ThreatLabz on cybersecurity and AI-related traffic patterns.
Company news also includes earnings releases, annual recurring revenue commentary, investor conference participation, and completed acquisitions that extend its security platform. Zscaler serves enterprise, government, critical infrastructure, and other large organizations through a distributed cloud security architecture operating across more than 160 data centers globally.
Zscaler (Nasdaq: ZS) reaffirmed its first-quarter and full-year fiscal 2027 financial guidance while hosting its 2026 Investor Day.
For the first quarter, Zscaler expects revenue of $935 million to $939 million, approximately 19% year-over-year growth; non-GAAP operating income of $215 million to $217 million, approximately 25% to 26% growth; and non-GAAP earnings per share of approximately $1.15 to $1.16.
For fiscal 2027, the company expects annual recurring revenue (ARR) of $4.396 billion to $4.426 billion, growth of approximately 16.6% to 17.4%; revenue of approximately $3.908 billion to $3.938 billion, growth of 16.6% to 17.5%; non-GAAP operating income of $924 million to $932 million, growth of approximately 21%; and non-GAAP earnings per share of $4.86 to $4.90. Both periods carry approximately 80% non-GAAP gross margin guidance. Full-year free cash flow margin is expected at approximately 23.0% to 23.5%.
Zscaler (ZS) announced a collaboration with IBM and Red Hat to protect private applications between vulnerability disclosure and patch deployment. The collaboration combines Autonomous Application Shield with Lightwell from IBM and Red Hat, pairing inline protection with validated fixes for affected open source software. Zscaler said the coordinated approach is intended to reduce exposure while software fixes are prepared and deployed.
Autonomous Application Shield is currently available through an Early Access Program. The collaboration's availability, capabilities and timing are subject to change.
Zscaler (ZS) released its ThreatLabz 2026 Ransomware Report, examining data theft, ransom payments and employee targeting in AI-assisted attacks. The research covers April 2025 through March 2026. Ransomware data theft increased more than 275% year over year to 896.2 terabytes, while the average ransom payment rose 5.3% to $431,995. Manager-level employees and above accounted for 62% of victims in attacks.
Manufacturing and technology remained the most targeted industries. Freight and logistics recorded 725% year-over-year growth in ransomware activity, followed by utilities at 622%. U.S. organizations accounted for 50.7% of observed activity. ThreatLabz tracked 7,366 victims listed on ransomware leak sites, a 3% year-over-year decline. Zscaler said attackers are using generative AI to accelerate operations and increasingly favoring data theft over file encryption.
Zscaler (ZS) appointed Ross Tackett chief revenue officer, effective October 1, 2026, succeeding Mike Rich.
Tackett, Zscaler’s Head of Worldwide Sales for the past three years, will oversee global revenue operations, sales, strategic partners and go-to-market execution. He has more than three decades of technology sales leadership experience, including more than a decade in sales leadership roles at ServiceNow and more than 16 years in such roles at Dell. Rich is stepping down for personal reasons and will remain a strategic advisor through December 31, 2026.
Zscaler (ZS) will host an Investor Day in New York City on October 6, 2026, beginning at 8:30 a.m. Eastern Time. The half-day event will feature presentations by members of its leadership team about the company’s vision, strategy, long-term growth drivers and financial outlook.
Zscaler (ZS) launched Zscaler Agentic SOC, an AI-first security operations solution designed to reduce exposure and counter AI-driven attacks at machine speed.
The offering combines Zscaler’s inline zero trust telemetry, a global decoy mesh network, expert-validated AI agents, and customers’ third-party controls to detect threats earlier and automate containment. Zscaler has integrated frontier AI models from Anthropic and OpenAI with its proprietary threat intelligence to create specialized agents that handle triage, root-cause investigation, verdicting, and response workflows, aiming to reduce analyst workload and accelerate defenses.
Agentic SOC is available globally and integrates with existing security ecosystems to enrich context, automate outbound actions, and support continuous threat hunting with expert backing.
Zscaler (ZS)/b) will present at two investor conferences on Wednesday, September 9, 2026. Management will speak at the Goldman Sachs Communacopia + Technology Conference in San Francisco and the Citi 2026 Global TMT Conference in New York.Kevin Rubin, Chief Financial Officer, presents at 8:50 a.m. PT (11:50 a.m. ET), and Jay Chaudhry, Chairman and Chief Executive Officer, presents at 9:35 a.m. PT (12:35 p.m. ET). Sessions offering a webcast will be accessible via the Events & Presentations section of Zscaler’s Investor Relations website.
Zscaler (ZS) reported fiscal fourth quarter and full-year 2026 results with revenue growing 25% year over year.
Q4 revenue reached $898.2 million and ARR rose 25% to $3.771 billion, including $246 million net new ARR; excluding the Red Canary acquisition’s $141 million ARR, ARR grew 20%. Non-GAAP Q4 operating income was $218.4 million, a 24% margin, while GAAP net loss narrowed to $3.4 million. For FY26, revenue was $3.353 billion, non-GAAP operating income $767.1 million (23% margin), non-GAAP EPS $4.21, and free cash flow $779.1 million (23% margin). The company guides FY27 revenue to $3.908–$3.938 billion (16.6%–17.5% growth), ARR to $4.396–$4.426 billion, non-GAAP operating income to $924–$932 million, and free cash flow margin to 23.0%–23.5%.
Deep Cogito, a post-training AI research lab founded by former Google AI Search leaders, announced a $43 million Series A round led by TQ Ventures, with participation from Benchmark, Nexus Venture Partners, Atreides Management, South Park Commons, and strategic investor and customer Zscaler (NASDAQ: ZS). This financing brings total funding to over $56 million.
Deep Cogito develops large-scale reinforcement learning and recursive self-improvement systems powering its open-weight Cogito models and enterprise-specialized models trained on proprietary data and outcomes. According to Deep Cogito, the new capital will expand research and engineering hiring, scale frontier-model training infrastructure, support future Cogito releases, and deepen collaborations with enterprises.
Zscaler (NASDAQ: ZS) and Carahsoft Technology announced an expanded partnership to extend the Zscaler Zero Trust Exchange™ platform into U.S. small and medium-sized business (SMB) and mid-market segments. The collaboration focuses on delivering enterprise-grade, cloud-native Zero Trust security through a streamlined, partner-led model.
The initiative introduces standardized SMB-ready customer offers, simplified consumption with predictable, right-sized pricing via Carahsoft’s reseller network, and large-scale partner enablement through playbooks and reference architectures. Joint go-to-market programs aim to accelerate channel engagement and help customers replace legacy, appliance-based security with a unified, cloud-delivered Zero Trust approach.