Zscaler (ZS) reported strong Q4 results, with adjusted EPS of $0.89 significantly exceeding analyst estimates of $0.80 per share, alongside robust revenue growth to $719.23 million from $592.87 million year-over-year. The company also issued optimistic guidance for fiscal Q1 2026, projecting non-GAAP EPS of $0.85-$0.86 and revenue of $772-$774 million, and provided a strong full fiscal year 2026 outlook with revenue anticipated between $3.265-$3.284 billion and non-GAAP EPS of $3.64-$3.68, signaling continued operational strength and growth trajectory.
Zscaler, Inc. (ZS) reported a robust fourth quarter, demonstrating significant operational momentum with revenue growing 21.3% year-over-year to $719.23 million from $592.87 million. The company's non-GAAP profitability was a key highlight, with adjusted EPS of $0.89 decisively surpassing analyst consensus estimates of $0.80. This strong adjusted performance, however, contrasts with the widening GAAP net loss, which increased to -$17.58 million from -$14.88 million in the same period last year, signaling substantial ongoing non-cash expenditures. Management's forward guidance reinforces a bullish outlook; the forecast for Q1 fiscal 2026 projects revenue between $772 million and $774 million and non-GAAP EPS of $0.85 to $0.86. Furthermore, the full fiscal year 2026 guidance anticipates revenue of $3.265 billion to $3.284 billion and non-GAAP EPS of $3.64 to $3.68, suggesting confidence in sustained growth and expanding profitability on an adjusted basis.
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