Zscaler(US:ZS) Globenewswire·2026-02-26 21:05Core Insights - Zscaler, Inc. reported strong financial results for the second quarter of fiscal year 2026, with significant growth in revenue and annual recurring revenue (ARR) [5][6] - The company emphasizes its position as a leader in cybersecurity, particularly in the context of AI adoption, highlighting robust demand across its growth pillars [2][4] Financial Performance - Revenue increased by 26% year-over-year to $815.8 million [5][6] - ARR grew by 25% year-over-year to $3,359 million, with $155.5 million being net new ARR for the quarter [5][6] - Operating cash flow rose by 14% year-over-year to $204.1 million, while free cash flow increased by 18% to $169.1 million [5][6] - Non-GAAP operating margin reached over 22%, marking an all-time high for the company [2][6] Business Developments - Zscaler acquired SquareX Holdings, Inc. to enhance its Zero Trust browser security capabilities [4] - The company launched Zscaler AI Protect, a comprehensive suite of AI security innovations aimed at managing enterprise AI implementations [8] - Zscaler expanded its global infrastructure with a new data center in Kuala Lumpur, Malaysia, to support growing demand in Southeast Asia [8] Future Guidance - For the third quarter of fiscal 2026, Zscaler expects revenue between $834 million and $836 million, representing a growth of 23% [8] - The company anticipates non-GAAP income from operations to be between $187 million and $189 million, reflecting a growth of 28% to 29% [8] - Zscaler projects ARR for the full year of fiscal 2026 to be between $3.730 billion and $3.745 billion, indicating a growth of 24% [8]