Zscaler (NasdaqGS:ZS) Q1 2026 Earnings Call November 25, 2025 04:30 PM ET Speaker1Good afternoon, everyone, and welcome to the Zscaler First Quarter Fiscal Year 2026 Earnings Conference Call. Good afternoon, everyone, and welcome to the Zscaler First Quarter Fiscal Year 2026 Earnings Conference Call. On the call with me today are Jay Chaudhry, Chairman and CEO, and Kevin Rubin, CFO. Please note we have posted our earnings release and a supplemental financial schedule to our Investor Relations website. Unles ...

Zscaler, Inc. (NASDAQ:ZS) shares dropped after the company released its first-quarter earnings report after Tuesday's closing bell, despite beating analyst estimates on the top and bottom lines. Here's a look at the details in the report. ZS stock is moving. Watch the price action here.The Details: Zscaler reported quarterly earnings of 96 cents per share, which beat the Street estimate of 86 cents.Read Next: Alphabet Stock Is Extremely Overbought: Is A Google Pullback Coming? Quarterly revenue clocked in a ...

Fiscal Q1 2026 Earnings Call November 2025 Safe Harbor Forward-Looking Statements Unless otherwise noted, all numbers presented will be on an adjusted, non-GAAP basis. Reconciliation of GAAP to non-GAAP financial measures is in the appendix of this presentation. This presentation has been prepared by Zscaler, Inc. ("Zscaler") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the ...

New members include former officials from the U.S. Department of Energy, Federal Bureau of Investigation, and U.S. Marine CorpsSANTA CLARA, Calif., Nov. 24, 2025 (GLOBE NEWSWIRE) -- Netskope, (NASDAQ: NTSK) a leader in modern security and networking for the cloud and AI era, today announced the addition of three veteran United States federal government leaders to its U.S. Federal Advisory Board. These experienced executives will provide strategic guidance on Netskope’s go-to-market strategy and efforts in U ...

Key Takeaways Palo Alto Networks posts strong SASE and NGS ARR gains, boosted by platform adoption and large deals.PANW lifts its long-term NGS ARR target to $20 billion as customer usage deepens across segments.Cisco Systems adds new security tools but faces revenue pressure from weaker legacy product demand.Palo Alto Networks ((PANW) and Cisco Systems ((CSCO) are well-known players in the cybersecurity domain. While PANW focuses broadly on next-generation firewalls, cloud security and AI-driven threat det ...

Key Takeaways Zscaler guides Q1 revenues of $772M-$774M and EPS of 85-86 cents ahead of its Nov. 25 report.Growth is driven by Zero Trust, Data Security and momentum with large enterprise customers.Customer scrutiny, tight IT budgets and rising investments may have lifted first-quarter expenses.Zscaler (ZS) is scheduled to report its first-quarter fiscal 2026 results on Nov. 25, 2025.Zscaler anticipates revenues between $772 million and $774 million for first-quarter fiscal 2026. The Zacks Consensus Estimat ...

SANTA CLARA, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Aviatrix® today announced the general availability of its Secure Network Supervisor in Microsoft Security Copilot.   “AI is the force multiplier for defenders, and when partners bring their agentic innovation into the Security Copilot ecosystem, the impact is exponential. Together, we’re not just building tools—we’re creating a new era of intelligent, collaborative cyber defense,” said Vasu Jakkal, Corporate Vice President, Microsoft Security.  “Enterpr ...

Netskope One capabilities with Microsoft tools empower enterprise customers with flexible and enhanced data protection, threat prevention, and secure accessSANTA CLARA, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced the general availability of enterprise security and AI integrations with Microsoft. The seamless integration of Netskope One capabilities with Microsoft tools delivers flexibility for modern ...

CUPERTINO, Calif., Nov. 17, 2025 (GLOBE NEWSWIRE) -- At the Microsoft Ignite 2025 event, Splashtop announced rising adoption of its solutions designed to make Microsoft Intune® and Microsoft Entra® more powerful for modern IT environments. As organizations expand use of Microsoft cloud services, Splashtop is gaining traction as a complementary platform providing remote access, passwordless authentication, remote support, and real-time endpoint automation to hybrid organizations. These capabilities align wit ...

Financial Data and Key Metrics Changes - The company reported Q3 2025 revenue of approximately $1.55 million, consistent with the first two quarters of the year, but down roughly $600,000 compared to the previous year due to timing of larger customer orders [4][14] - Year-to-date revenue for 2025 was slightly under $5 million, reflecting a decrease largely attributed to variability in order timing [4] - The net loss for Q3 2025 was $965,000 or $0.15 per share, compared to a net loss of $739,000 or $0.39 per share in Q3 2024 [16] Business Line Data and Key Metrics Changes - License fee revenue decreased to $918,000 in Q3 2025 from $1.4 million in Q3 2024, while service revenue increased slightly to $268,000 [14] - Hardware sales declined to approximately $364,000 in Q3 2025 from $436,000 in Q3 2024 due to timing of shipments [15] Market Data and Key Metrics Changes - The company experienced strong demand in the defense sector, with two of the largest global defense agencies using BIO-key technology [10] - The company is focusing on expanding its market reach in Europe, the Middle East, and Africa, particularly through channel sales efforts [7] Company Strategy and Development Direction - The company is advancing its channel sales efforts and has engaged an external marketing firm to enhance its marketing strategies and website content [7] - A significant update to the PortalGuard identity platform is expected to be released in late Q1 or early Q2 2026, which will modernize the platform and improve deployment capabilities [8] - The company is focusing on reducing operating expenses and achieving positive cash flow and profitability, having reduced operating expenses by over 10% in the first nine months of 2023 [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for the upcoming year, citing a strong pipeline of opportunities and the potential for significant contract renewals [12][39] - The company noted that the recent U.S. government shutdown did not impact its business operations [37] - Management highlighted the importance of biometrics in enhancing security and preventing fraud, positioning the company well in the current market [11] Other Important Information - The company raised approximately $3 million net of fees through a warrant exercise transaction, significantly improving its cash liquidity [13] - As of September 30, 2025, current assets totaled $3.7 million, including $2 million in cash, compared to $1.9 million in current assets at the end of 2024 [17] Q&A Session Summary Question: Was the National Bank of Egypt win a recurring revenue deal? - Management confirmed that it was an initial deployment with expectations for expanded deployment in the fourth quarter [19] Question: Are margins lower on the project with Raya? - Management stated that gross margins on software remain above 90% [20] Question: What is the current ARR? - Management indicated that the ARR is growing and estimated to be in the $6-$7 million range [26] Question: Will the longest U.S. government shutdown impact business? - Management confirmed that there was no impact from the government shutdown [37] Question: What led to the decision to provide formal guidance? - Management cited confidence from a solid pipeline of opportunities and results from investments in the partner network [34] Question: Are there any major upcoming renewals in 2026? - Management indicated that there are several renewals and expansions expected throughout the year [40]