Software stocks have had a wild ride this week but perhaps none more so than Zscaler. ...

Core Insights - Zscaler reported a wider net loss of $34.3 million in Q2, significantly up from a loss of $7.7 million a year prior, attributed to increased spending on sales, marketing, and R&D in a competitive environment [1] - The company's total operating expenses rose to $676.3 million, compared to $539.5 million in the same quarter last year, driven by higher costs in sales, marketing, and R&D [1] - Despite the losses, Zscaler's revenue increased by 26% to $815.8 million, surpassing analysts' expectations of $798.8 million [1] - The adjusted profit per share was $1.01, exceeding the estimate of 90 cents, and the company forecasts Q3 adjusted earnings per share of $1.00 to $1.01, above the analysts' estimate of 95 cents [1] Financial Performance - Net loss for Q2: $34.3 million, up from $7.7 million year-over-year [1] - Total operating expenses: $676.3 million, compared to $539.5 million in the previous year [1] - Revenue for Q2: $815.8 million, a 26% increase, beating the average estimate of $798.8 million [1] - Adjusted profit per share: $1.01, exceeding the estimate of 90 cents [1] - Q3 revenue forecast: $834 million to $836 million, above expectations of $831.9 million [1] Market Context - The cybersecurity sector is experiencing cautious spending from clients due to tight IT budgets amid economic uncertainty, although cybersecurity budgets are under less pressure compared to general capital expenditures [1] - Zscaler competes with companies like Palo Alto Networks and Cloudflare, and the overall market sentiment has been affected by the potential impact of AI tools on the cybersecurity industry [1] - The demand for security solutions is being driven by the need for secure AI adoption, as highlighted by Zscaler's CEO [1]

Zscaler (NasdaqGS:ZS) Q2 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrian Essex - Executive DirectorFatima Boolani - Managing Director and Co-Head of US Software Equity ResearchJay Chaudhry - Chairman and CEOJonathan Ruykhaver - Managing DirectorKevin Rubin - CFOKim Watkins - SVP of Investor Relations and Strategic FinanceMatt Hedberg - Managing Director and Head of Global TIMT ResearchMeta Marshall - Managing DirectorConference Call ParticipantsBrad Zelnick - Managing Director and ...

Zscaler (NasdaqGS:ZS) Q2 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrian Essex - Executive DirectorFatima Boolani - Managing Director and Co-Head of US Software Equity ResearchJay Chaudhry - Chairman and CEOJonathan Ruykhaver - Managing DirectorKevin Rubin - CFOKim Watkins - SVP of Investor Relations and Strategic FinanceMatt Hedberg - Managing Director and Head of Global TIMT ResearchMeta Marshall - Managing DirectorConference Call ParticipantsBrad Zelnick - Managing Director and ...

Zscaler (NasdaqGS:ZS) Q2 2026 Earnings call February 26, 2026 04:30 PM ET Speaker13Hi, welcome to the Zscaler second quarter 2026 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, please press star 11 again. Please be ad ...

ZScaler Inc. (NASDAQ:ZS) shares dropped in Thursday's extended trading after the company released its second-quarter earnings report and cut its fiscal 2026 revenue outlook. Here's a look at the details from the report.    ZS stock is moving. Watch the price action here.The Details: Zscaler reported quarterly earnings of $1.01 per share which beat the analyst consensus estimate of 90 cents, according to data from Benzinga Pro. Quarterly revenue came in at $815.75 million which beat the analyst consensus est ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _to_ Commission File Number: 001-38413 ZSCALER, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or other jurisdiction of incorpora ...

Exhibit 99.1 Zscaler Announces Strong Second-Quarter Fiscal 2026 Results; Raises Fiscal 2026 ARR Guidance to 24% Exceeds high-end of second-quarter guidance on revenue and profitability metrics Second Quarter Highlights SAN JOSE, California - February 26, 2026 - Zscaler, Inc. (Nasdaq: ZS), the leader in cloud security, today announced financial results for its second quarter of fiscal year 2026, ended January 31, 2026. "We believe Zscaler is the cybersecurity platform for the AI age - our in-line Zero Trust ...

Exceeds high-end of second-quarter guidance on revenue and profitability metrics Second Quarter Highlights Revenue grew 26% year-over-year to $815.8 millionAnnual Recurring Revenue ("ARR") grew 25% year-over-year to $3,359 millionOperating cash flow grew 14% year-over-year to $204.1 millionFree cash flow grew 18% year-over-year to $169.1 million SAN JOSE, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (Nasdaq: ZS), the leader in cloud security, today announced financial results for its second quart ...

Zscaler, Inc. (NASDAQ:ZS) will release earnings results for its second quarter, after the closing bell on Thursday, Feb. 26.Analysts expect the San Jose, California-based company to report quarterly earnings at 90 cents per share, up from 78 cents per share in the year-ago period. The consensus estimate for Zscaler's quarterly revenue is $798.92 million, versus $647.9 million a year earlier, according to data from Benzinga Pro.On Feb. 5, Zscaler announced it has acquired SquareX.Zscaler shares rose 4.2% to ...