Every 10-Q that Zscaler (ZS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ZS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ZS filings page.
Zscaler reported strong top-line growth but remained unprofitable in its fiscal Q3 2026. Revenue for the quarter rose to $850.5 million from $678.0 million a year earlier, driven mainly by subscription services and broad-based demand across the U.S., EMEA and Asia Pacific.
Nine‑month revenue reached $2.45 billion, up from $1.95 billion, while net loss widened to $59.8 million, reflecting heavy investment in sales, R&D and stock‑based compensation. GAAP operating margin was negative, but non‑GAAP operating margin held at 22%, supported by high gross margins around 80%.
Zscaler continued to scale its platform and AI capabilities through acquisitions, including Red Canary for $651.4 million and two smaller AI and browser-security deals, which together lifted goodwill to $1.09 billion and acquired intangibles to $191.7 million. Despite significant acquisition outlays, the company generated $850.4 million in operating cash flow and $718.4 million in free cash flow over nine months, ending the quarter with $3.39 billion in cash equivalents and short‑term investments and $1.73 billion of 2028 convertible notes outstanding.
Zscaler, Inc. reported strong growth for the quarter ended January 31, 2026, with revenue rising to $815.8M from $647.9M a year earlier, while maintaining a high GAAP gross margin of 77% and non-GAAP gross margin of 80%.
The company remained unprofitable, posting a quarterly net loss of $34.3M and a six‑month net loss of $45.9M, driven by heavy investments and $405.1M of stock-based compensation over six months. Yet operating cash flow was strong at $652.4M for the first half, yielding free cash flow of $582.4M. Zscaler ended the period with $3.36B in cash equivalents and short-term investments, deferred revenue of $2.36B, and remaining performance obligations of $6.05B, reflecting a large contracted revenue base. Recent acquisitions, including Red Canary and SPLX, drove goodwill to $1.00B and acquired intangibles to $193.4M.
Zscaler, Inc. reported strong top-line growth but remained unprofitable for the quarter ended October 31, 2025. Revenue rose to $788,112,000 from $627,955,000 a year earlier, driven mainly by subscription and support sales, with about 54% from the United States and most business sourced through channel partners.
Despite higher revenue, operating expenses increased, leading to a loss from operations of $36,362,000 and a net loss of $11,615,000, or $0.07 per share. However, net cash provided by operating activities improved to $448,280,000, helped by strong billings and collections, while deferred revenue stood at $2,351,300,000. Remaining performance obligations totaled $5,932,600,000, much of which is expected to convert to revenue over the next three years.
Zscaler ended the quarter with cash, cash equivalents and short-term investments of $3,184,507,000 and total assets of $6,503,087,000, partly funded by $1,725,000,000 of 0.0% convertible senior notes due 2028. The company completed two acquisitions—Red Canary for $651,446,000 and SPLXAI for $40,600,000—adding significant goodwill and intangible assets to support its AI-driven security offerings.