Achieved over $3 billion in ARR, with 22% ARR growth and 32% billings growth in the latest quarter.
Cash flow grew by 27%, and the company maintained its status as a 'rule of 50' performer.
Fiscal 2026 guidance targets 22–23% ARR growth, including contributions from the Red Canary acquisition.
Organic growth is projected above 19% for fiscal 2026, reflecting strong core business momentum.
Sales team transitions and compensation are now more closely aligned with ARR rather than billings.
Transitioned primary growth metric from billings to ARR, adopting an industry-standard definition based on next 12 months' revenue.
Restated ARR figures for comparability, with the new definition slightly lowering reported ARR but improving year-over-year comparability.
Management compensation is now more closely tied to ARR, while sales team incentives remain focused on new ACV and upsell.
Guidance for fiscal 2026 incorporates both organic and acquired growth, with clear communication on metric changes.
Core zero trust and SASE markets remain in early stages, with significant upsell potential among existing enterprise customers.
Currently serves 4,000 enterprise customers, with 350 adopting 'zero trust everywhere' and 45% penetration in the Fortune 500.
Market expansion includes cloud workloads, branches, and devices, with innovation focused on broadening zero trust coverage.
Data security business has reached $400 million in ARR, driven by comprehensive DLP and DSPM solutions.
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Zscaler is an American cloud-based security company with global operations that provides integrated web security, data protection, and internet security solutions for businesses. At its core, Zscaler operates a multi-tenant, distributed cloud-native platform designed to securely connect users to their applications and services, regardless of device, location, or network. The company is headquartered in San Jose, California and its shares are traded on the Nasdaq.
Zscaler, founded in 2008 by Jay Chaudhry and K. Kailash, offered something new to the cybersecurity landscape by introducing a cloud-native platform designed to securely connect users to their applications. Chaudhry, with a history of establishing and selling multiple tech startups, identified a shift in the way people work and saw the limitations of traditional security models in a cloud-centric business environment. Since its inception, the company has grown significantly, establishing itself as a leader in cloud security. Zscaler has become a well-established part of the cybersecurity sector, and today they compete with companies such as Palo Alto Networks and Crowdstrike.
The services that Zscaler offers are multifaceted, but all revolve around the same thing: ensuring that their client's data is safe and secure. Some examples of the company’s services are listed below.
Secure Web Gateway (SWG): Offers real-time inspection of web traffic to enforce security and policy compliance.
Zero Trust Network Access (ZTNA): Enables secure access to internal applications without placing users on the network, thus minimizing the potential attack surface.
Firewall as a Service (FWaaS): Delivers fully scalable cloud-based firewall capabilities.
Data Loss Prevention (DLP): Monitors and controls data sharing and transfer to prevent sensitive data leakage.
Advanced Threat Protection: Uses multiple methods like sandboxing, SSL inspection, and more to protect against advanced threats.
Zscaler caters to a broad range of clients, spanning from large enterprises to mid-sized businesses and government agencies. Given Zscaler's scalable solutions, both global corporations with distributed workforces as well emerging businesses looking to securely utilize cloud and mobile technologies can find the company’s services of use.
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