Core Viewpoint - Zscaler Inc. reported better-than-expected second-quarter financial results but reduced its fiscal year 2026 sales guidance, leading to a significant drop in share price [1][2]. Financial Performance - The company reported quarterly earnings of $1.01 per share, surpassing the analyst consensus estimate of $0.90 [1]. - Quarterly revenue reached $815.75 million, exceeding the analyst consensus estimate of $798.82 million [1]. Guidance Update - Zscaler raised its fiscal 2026 adjusted EPS from $3.99 to $4.02, compared to the previous estimate of $3.81 [2]. - The revenue outlook for fiscal 2026 was lowered to a range of $3.31 billion to $3.32 billion, slightly above the previous estimate of $3.3 billion [2]. Market Reaction - Following the earnings announcement, Zscaler shares fell by 13.4%, trading at $144.97 in pre-market [2]. Analyst Ratings and Price Targets - Needham analyst Mike Cikos maintained a Buy rating but lowered the price target from $310 to $180 [4]. - Piper Sandler analyst Rob Owens maintained a Neutral rating and reduced the price target from $260 to $185 [4]. - Citizens analyst Trevor Walsh maintained a Market Outperform rating while lowering the price target from $355 to $290 [4].

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 ...

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 ...

archTIS secures A$1.22m military alliance contract, expands CBA facility to A$8m Proactive uses images sourced from Shutterstock archTIS Ltd (ASX:AR9, OTCQB:ARHLF) has secured a contract with a US and European military alliance to provide data security capabilities supporting secure collaboration across transatlantic allied defence operations, building on its US momentum. The award will see archTIS’ NC Protect platform deployed to safeguard member nation data across multiple civil-military security domain ...

ArchTIS (ASX: AR9) has secured a significant contract with a US/EU military alliance for its NC Protect software, alongside progress in its US Department of Defense deployment and an expanded A$8 million banking facility.NC Protect has been selected to safeguard data for a US/EU military alliance across transatlantic defence operations.The initial contract is valued at approximately A$416,000. This agreement holds a total potential value of around A$1.22 million over subsequent optional years.The first year ...

Extensive peering and network path optimization via NewEdge Route Control enable a fast, seamless digital experience for business-critical AI applicationsSANTA CLARA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced NewEdge AI Fast Path, a set of capabilities that efficiently optimize network paths to critical AI destinations, including AI applications hosted in public, private, or neo-clouds. Available no ...

Key Takeaways Allot's SECaaS ARR surged 60% year over year in Q3 2025, reaching 28% of total revenues.ALLT sees growth from Tier-1 telecom launches, rising subscribers and higher attach rates.Allot's Compax Venture deal expands SECaaS to MVNOs, boosting recurring revenue mix.Allot Ltd. (ALLT) is witnessing strong growth in its Cybersecurity as a Service (SECaaS) business, which is becoming the main driver for the company's revenue growth. In the third quarter of 2025, SECaaS annual recurring revenues (ARR) ...

Zscaler ( ZS ) is a cloud security platform that acts as a switchboard between users and the internet. Instead of routing traffic through an on-premises firewall or VPN for remote employees, Zscaler operates on the principle of zero trust, where evenBuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our foun ...