Every 8-K 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 8-K covers material events a company has to report between its quarterly 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, Inc. (ZS) reported strong results for the fourth quarter and fiscal year ended July 31, 2026, with Q4 revenue up 25% year over year to $898.2 million and fiscal 2026 revenue up 25% to $3.35 billion. Annual recurring revenue reached $3.77 billion, also up 25%, and Q4 non-GAAP operating margin improved to a record 24%. Non-GAAP net income was $198.2 million for Q4 and $704.2 million for the year, with fiscal 2026 free cash flow of $779.1 million (a 23% margin).
Zscaler continues to post GAAP net losses, including $3.4 million in Q4 and $63.2 million for fiscal 2026, and Q4 free cash flow margin declined to 7% due to elevated capital expenditures and internal software investment. The company committed to a restructuring plan to reduce global headcount by about 3%, expecting $30–33 million in non-recurring severance and benefit charges, mostly in the first half of fiscal 2027. Guidance for fiscal 2027 calls for revenue of roughly $3.91–3.94 billion (about 17% growth), ARR of $4.40–4.43 billion, non-GAAP operating income of $924–932 million, non-GAAP EPS of $4.86–4.90, and free cash flow margin of about 23–23.5%.
Zscaler reported strong third-quarter fiscal 2026 results, with revenue rising 25% year-over-year to $850.5 million and Annual Recurring Revenue reaching $3,525 million, also up 25%. Non-GAAP operating margin hit a record 23% and non-GAAP net income per diluted share increased to $1.08 from $0.84 a year earlier. Free cash flow was $136.0 million, up 14% year-over-year, at a 16% margin. For Q4 fiscal 2026, Zscaler guides revenue to $875–$878 million and non-GAAP diluted EPS of $1.08–$1.09. For full-year fiscal 2026, it raised guidance for ARR, revenue, non-GAAP operating income, and non-GAAP EPS, while trimming free cash flow margin expectations to about 22.8–23.3% due to higher capital spending.
Zscaler, Inc. announced that Raj Judge, its EVP of Corporate Strategy, has resigned. He stepped down as a company officer and as a member of the Board of Directors effective April 15, 2026, with his overall departure expected to be effective July 31, 2026.
The company expects Mr. Judge to receive severance benefits under its existing Change of Control and Severance Policy. Zscaler stated that his resignation from the Board is not due to any disagreements regarding the company’s operations, policies, or practices.
Zscaler reported strong fiscal Q2 2026 growth and raised full-year guidance. Revenue rose 26% year-over-year to $815.8 million, while Annual Recurring Revenue grew 25% to $3,359 million, with $155.5 million in net new ARR.
Non-GAAP income from operations reached $181.0 million, a 22% margin, and non-GAAP net income rose to $168.7 million, or $1.01 per diluted share. Free cash flow was $169.1 million, a 21% margin, even as the company closed Red Canary and SPLX acquisitions totaling $692.0 million.
For Q3 2026, Zscaler guides revenue to $834–$836 million and non-GAAP EPS of about $1.00–$1.01. For fiscal 2026, it now expects ARR of $3.730–$3.745 billion and revenue of $3.309–$3.322 billion, with non-GAAP EPS raised to $3.99–$4.02.
Zscaler, Inc. reported the results of its annual stockholder meeting held on January 12, 2026. Stockholders elected three Class II directors — Andrew Brown, Scott Darling, and David Schneider — each to serve until the 2028 annual meeting, with support ranging from roughly 95 million to 117.5 million votes cast in favor for the individual nominees.
Stockholders also ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending July 31, 2026, with about 139.8 million votes for and relatively few votes against or abstaining. On an advisory basis, investors approved the compensation of Zscaler’s named executive officers and chose to hold future advisory votes on executive pay every one year, with more than 128.6 million votes supporting an annual frequency.
In addition, stockholders approved a non-binding proposal to declassify the Board, with approximately 67.0 million votes for and 63.2 million against. The company stated it will continue to hold non-binding advisory votes on executive compensation annually until the next required vote on frequency, which will occur no later than the 2031 annual meeting.
Zscaler, Inc.October 31, 2025. The company announced these results in a press release dated November 25, 2025, which is included as Exhibit 99.1 to this report. The report explains that the press release and related information are being furnished rather than filed under securities laws, which affects how certain legal liabilities apply. Investors looking for revenue, earnings, and other detailed figures would find them in the accompanying press release for the quarter.
Zscaler, Inc. furnished a current report to share that it issued a press release announcing its financial results for the fourth fiscal quarter and full fiscal year ended July 31, 2025. The press release, dated September 2, 2025, is included as Exhibit 99.1 and is incorporated by reference. Zscaler notes that the information in this report, including Exhibit 99.1, is being furnished under the securities laws and is not deemed "filed" or subject to certain liability provisions unless later specifically incorporated into another filing.
Zscaler (NASDAQ: ZS) submitted a Form 8-K reporting an executive change under Item 5.02.
- On June 23 2025 the company announced the departure of Chief Technology Officer Syam Nair.
- Mr. Nair’s resignation becomes effective July 4 2025.
- He is expected to receive benefits available under Zscaler’s Change of Control and Severance Policy, previously filed on December 2 2024.
The filing does not disclose a successor, the monetary value of severance, or any additional financial or operational information. No other items, risk factors, or legal proceedings were included in the report.