Account Executive

Zscaler beats Q4 estimates but shares hold flat after-hours. Shares in Zscaler Inc. sagged in after-hours trading today even after the cloud security company beat Wall Street estimates on both revenue and earnings in its fiscal fourth quarter and issued fiscal 2027 earnings guidance above analyst expectations. The stock fell 2% on the news, after gaining about 5% during the regular session ahead of the report. For the quarter that ended on July 31, Zscaler reported adjusted earnings of $1.19 per share, up from 89 cents in the same quarter a year earlier, on revenue of $898.2 million, up 25% year-over-year. Analysts had been expecting $1.09 per share on revenue of $877 million. Annual recurring revenue closed the year at $3.771 billion, up 25% year-over-year, with $246 million of that booked in the fourth quarter alone. Some of the growth was bought. Zscaler completed its $675 million purchase of managed detection and response provider Red Canary Inc. on Aug. 1, 2025, the opening day of its 2026 fiscal year, and that business carried $141 million of annual recurring revenue into the total. Minus Red Canary, the company's growth rate was 20%. Adjusted operating income of $218.4 million worked out to 24% of revenue, which Zscaler said is a record for the company, up from 22% a year earlier. The unadjusted net loss narrowed to $3.4 million from $17.6 million. Deferred revenue ended the year at $2.926 billion, 19% higher. The company generated $60.8 million of free cash flow, or 7% of revenue, against $171.9 million and 24% a year earlier, as capital expenditures and internal-use software costs jumped to $218.5 million from $78.7 million. Zscaler framed the year around AI. Its Agentic SecOps, data security and Security for AI lines now sit alongside the Zero Trust SASE products the company was built on. Chairman and Chief Executive Jay Chaudhry called the technology "one of the most significant opportunities in Zscaler's history." Users, workloads, branches and now AI agents get wired straight to the applications they need, Chaudhry said in the company's earnings release, with none of them joining a corporate network an intruder could then move around in. The agents themselves are now on the list of things customers ask Zscaler to secure. For most of its life, Zscaler sold seats. Growth is now "broadening beyond users," Chief Financial Officer Kevin Rubin said, crediting products that are not sold by the seat. The company's Z-Flex buying program is doing some of that work. Large deals set a record in the quarter, and Rubin said sales productivity improved. Zscaler expects revenue of $935 million to $939 million in the first quarter of fiscal 2027, growth of about 19%, with adjusted earnings of $1.15 to $1.16 per share. Analysts had been looking for about $928 million. For its fiscal year ahead, Zscaler said it expects adjusted earnings of $4.86 to $4.90 per share and revenue of $3.908 billion to $3.938 billion. Annual recurring revenue is expected to come in at $4.396 billion to $4.426 billion. Photo: Zscaler. A message from John Furrier, co-founder of SiliconANGLE: Support its mission to keep content open and free by engaging with theCUBE community. Join theCUBE's Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities. * 15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more * 11.4k+ theCUBE alumni - Connect with more than 11,400 tech and business leaders shaping the future through a unique trusted-based network Are you an AWS customer? Support SiliconANGLE financially by buying your AWS services from its Marketplace portal page and links: https://siliconangle.com/aws-marketplace/. About SiliconANGLE Media. SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios - with flagship locations in Silicon Valley and the New York Stock Exchange - SiliconANGLE Media operates at the intersection of media, technology and AI. Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Its new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.

Zscaler beats Q4 estimates; shares rise. Luke Juricic Investing.com - Zscaler Inc (NASDAQ:ZS) reported fourth quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.19 compared to the consensus estimate of $1.09 and revenue of $898.2 million versus the estimate of $876.96 million. Revenue grew 25% YoY from the prior year period. Shares rose 4% in after-hours trading Thursday following the announcement. The cloud security company posted adjusted net income of $198.2 million for the quarter ended July 31, 2026, up from $146.7 million in the same period last year. Annual recurring revenue grew 25% YoY to $3.77 billion, with net new ARR of $246 million during the quarter. Excluding the Red Canary acquisition, which contributed $141 million in ARR, the company's ARR grew 20% YoY. The company's adjusted operating margin reached a record 24% of revenue. For the first quarter of fiscal 2027, Zscaler expects revenue of $935 million to $939 million, representing approximately 19% YoY growth. The midpoint of $937 million falls below the typical analyst expectations for stronger sequential growth. The company projects adjusted EPS of $1.15 to $1.16 for the quarter. For the full fiscal year 2027, Zscaler forecasts revenue of $3.908 billion to $3.938 billion, representing growth of 16.6% to 17.5%. The company expects ARR of $4.396 billion to $4.426 billion, growth of approximately 16.6% to 17.4%. Adjusted operating income is projected at $924 million to $932 million, representing approximately 21% growth, with adjusted EPS expected to range from $4.86 to $4.90. "Our growth engine continues to broaden beyond users, with a strong contribution from non-seat-based solutions, continued Z-Flex momentum, record large-deal activity, and improving sales productivity," said Kevin Rubin, chief financial officer of Zscaler. The company generated $279.3 million in cash from operations during the fourth quarter, representing 31% of revenue.

CrowdStrike names 2026 partner award winners at Fal.Con. Mark Bowen 3 September, 2026 NVIDIA, AWS, Accenture, Carahsoft, Kroll and Zscaler are among the companies recognised by CrowdStrike for their contribution to its global partner ecosystem. CrowdStrike has announced its 2026 partner award winners, recognising companies across its global channel ecosystem at Fal.Con 2026 in Las Vegas. NVIDIA was named Global Partner of the Year, while Accenture received the Global System Integrator of the Year award and Amazon Web Services (AWS) was recognised as Global AI Partner of the Year. Carahsoft was named Global Distribution Partner of the Year, with Ernst & Young LLP (EY US) taking Global Services Partner of the Year and GuidePoint Security receiving the Global Solution Provider of the Year award. Other winners included Ignition Technology as Global Technical Champion of the Year, Kroll as Global MSSP Partner of the Year and Sekuro as International Partner of the Year. SHI International was recognised as Global Flex Partner of the Year, while Zscaler received the Global Technology Alliance Partner of the Year award. CrowdStrike also introduced its Circle of Excellence awards, recognising partners that delivered net-new customer growth across its reseller and distribution ecosystem during the first half of 2026. The winners included Asper Tecnologia and Kroll as Partner MVPs, Carahsoft as Distributor Velocity Partner and GuidePoint Security as Global New Logo Growth Partner. CDW was named Regional New Logo Value Partner for the Americas, FUJIFILM Business Innovation Corporation received the equivalent award for JAPAC and Softcat was recognised for Europe. Otsuka Corporation was named International New Logo Growth Partner, while Gamma Ingenieros received the Breakthrough Emerging Partner award. "The Crowd is our advantage," said Daniel Bernard, Chief Business Officer at CrowdStrike. "Our customers are raising the bar for what's possible in cybersecurity, and our partners multiply that impact around the world. This year's winners show what happens when the world's leading organisations build, innovate, and win together on the most critical risk of today: securing AI." CrowdStrike also recognised five customers with its Customer Impact Awards. Anthropic, Mondelēz International, Providence Health & Services, Salesforce and United Airlines received awards covering leadership, community impact, transformation, Artificial Intelligence and platform adoption. Fal.Con 2026 attracted more than 10,000 attendees representing 4,000 organisations across 71 countries, alongside more than 150 partner sponsors.