Zscaler
Logotype for Zscaler Inc

Zscaler (ZS) investor relations material

Zscaler Zenith 2026 Investor session summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Zscaler Inc
Zenith 2026 Investor session summary9 Jun, 2026

Key platform and product announcements

  • Introduced new solutions for securing AI, including Zero Trust for AI Agents and AI Protect, addressing governance, policy, and data security for AI assets and agentic operations.

  • Enhanced AI asset management with unified dashboards, prompt inspection, support for over 250 GenAI applications, and integration with Anthropic and OpenAI APIs.

  • Launched continuous automated AI red teaming and expanded capabilities through SPLX and Symmetry Systems acquisitions, enabling advanced vulnerability management and data lineage tracking.

  • Rolled out Agentic SecOps and threat management solutions, leveraging Red Canary technology and a new agent framework for improved detection and response.

  • Announced consumption-based pricing models for new offerings, with non-seat-based ACV rising to 30% in Q3.

Market opportunity, strategy, and financial highlights

  • Addressable market estimated at $120B+, with $65B in serviceable segments across users, cloud, and branches; strong leadership in user security and growing presence in cloud and branch.

  • AI Protect surpassed $100M in bookings since January launch; data security ARR exceeded $500M with over 30% YoY growth.

  • Zero Trust Everywhere adoption expanded to over 4,500 enterprises, with ARR crossing $3.5B and significant runway among 20,000 target enterprises.

  • Strategic focus on expanding new logo acquisition in the 2K–10K employee segment, with territory realignment and increased incentives.

  • Investments prioritized in AI, agentic security, and synergistic product areas, leveraging existing platform infrastructure for rapid innovation.

Product innovation and platform enhancements

  • Introduced Zscaler AI Protect in January, offering AI asset management, secure AI access, and lifecycle protection.

  • Enhanced AI Protect with embedded AI discovery, agentic code scanning, prompt extraction, and compliance APIs.

  • Launched Zero Trust Exchange for Agents, enabling adaptive access and risk assessment for autonomous agents.

  • Rolled out AI Access Graph to map data permissions, identify overprivileged access, and remediate risks.

  • Expanded platform with Agentic SecOps for exposure management, threat detection, and multi-domain context integration.

Explain the Agentic Exchange monetization model
Strategy for the 2K to 10K employee segment
Impact of Mythos on Zero Trust adoption
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Zscaler earnings date

Logotype for Zscaler Inc
Q4 20261 Sep, 2026
Zscaler
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Zscaler earnings date

Logotype for Zscaler Inc
Q4 20261 Sep, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Explore our global coverage