Welcome to our dedicated page for Zscaler SEC filings (Ticker: ZS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Zscaler, Inc. filings document the public-company disclosures of a Nasdaq-listed cloud security software issuer. Recent Form 8-K reports cover quarterly and fiscal-year operating results, annual recurring revenue commentary, executive and board changes, stockholder meeting results, and material financing agreements.
The company’s proxy materials describe board elections, auditor ratification, executive compensation votes, equity award disclosures, and other governance matters. Its capital-structure filings include common stock registered on Nasdaq and convertible senior notes, including indenture terms, conversion and repurchase provisions, capped call arrangements, and use-of-proceeds disclosures.
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 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. director Andrew William Fraser Brown reported an equity award of 1,076 shares of common stock on January 12, 2026. The shares are granted at a price of $0 per share, increasing his beneficial ownership to 23,292 shares held directly.
The award is structured as restricted stock units that will vest in four equal quarterly installments beginning on March 15, 2026. This reflects ongoing equity-based compensation for his service on the company’s board rather than an open-market purchase or sale.
Zscaler, Inc. director Scott C. Darling reported an equity award of 1,076 shares of common stock on January 12, 2026. These shares are represented by restricted stock units that vest in four equal quarterly installments beginning on March 15, 2026, and were reported at a price of $0 per share, reflecting a grant rather than a market purchase.
Following this award, Darling is shown as beneficially owning 5,351 shares of Zscaler common stock directly. In addition, 48,701 shares are reported as indirectly owned through the Scott C. Darling Revocable Living Trust, which holds those shares of record.
Zscaler, Inc. director Charles H. Giancarlo reported an equity award of 1,076 shares of common stock on January 12, 2026. These shares are represented by restricted stock units that vest in four equal quarterly installments beginning on March 15, 2026, and were recorded at a price of $0 per share.
Following this grant, Giancarlo is shown as beneficially owning 145,451 shares of Zscaler common stock directly. In addition, trusts for which he serves as trustee hold 8,912 shares for The 2012 Gianna Marie Giancarlo Trust, 8,912 shares for The 2012 Marielle Christina Giancarlo Trust, and 125,000 shares for The Charles H. & Dianne G. Giancarlo Family Trust.
Zscaler, Inc. director Eileen Naughton reported an equity award of 1,076 shares of common stock on January 12, 2026. The shares are in the form of restricted stock units granted at a price of $0 per share, reflecting a standard compensation award rather than an open‑market purchase or sale.
According to the filing, these restricted stock units will vest in four equal quarterly installments beginning on March 15, 2026. After this grant, Naughton beneficially owns a total of 7,745 shares of Zscaler common stock held directly.
Zscaler, Inc. director David Schneider reported an equity award of 1,076 shares of common stock on January 12, 2026. The shares are in the form of restricted stock units granted at $0 per share, reflecting a typical compensation grant rather than an open‑market purchase. After this award, Schneider directly beneficially owns 24,912 shares of Zscaler common stock. According to the disclosure, these restricted stock units will vest in four equal quarterly installments beginning on March 15, 2026, meaning the shares will be delivered over time as the vesting dates are reached.
Zscaler, Inc. director James A. Beer reported an equity award of 1,076 shares of common stock on January 12, 2026. The shares are in the form of restricted stock units that carry a grant price of $0 per share. After this award, he beneficially owns 4,561 shares of Zscaler common stock in direct ownership.
The restricted stock units will vest in four equal quarterly installments beginning on March 15, 2026, meaning portions of the award become actual shares over a one-year period. This filing is a routine Form 4 disclosure of director compensation in company stock rather than an open‑market purchase or sale.
Zscaler, Inc. director Karen Blasing reported an equity award of 1,076 shares of common stock on January 12, 2026, received at a price of $0 per share. The filing explains that these shares are represented by restricted stock units that vest in four equal quarterly installments beginning on March 15, 2026, giving her a schedule of gradual ownership over one year.
After this award, Blasing beneficially owns 42,757 shares directly and 25,624 shares indirectly. The indirect holdings are held of record by The Blasing Family Revocable Trust U/A dtd 12/22/2005, for which she serves as trustee, indicating an additional layer of beneficial ownership through a family trust structure.