May. 26 at 9:06 PM
$ZS $IGV $SPY $CRWD $PANW
$ZS 𝐙𝐬𝐜𝐚𝐥𝐞𝐫: 𝐒𝐭𝐫𝐨𝐧𝐠 𝐐𝟑 𝐁𝐞𝐚𝐭, 𝐑𝐚𝐢𝐬𝐞𝐬 𝐅𝐘𝟐𝟔 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞
📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬
• Revenue:
$850.5M (Est.
$835.66M) ✅
• Adj. EPS:
$1.08 (Est.
$1.01) ✅
• ARR:
$3.53B, +25% YoY
• Non-GAAP operating margin: 23%, record high
• Free cash flow:
$136M, +14% YoY
⠀
🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞
• Q4 Revenue:
$875M–
$878M (Est.
$878.66M) 🟰
• Q4 Adj. EPS:
$1.08–
$1.09 (Est.
$1.03) ✅
• FY26 Revenue:
$3.3295B–
$3.3325B (Est.
$3.32B) ✅
• FY26 Adj. EPS:
$4.10–
$4.11 (Est.
$4.02) ✅
⠀
📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬
• Strong enterprise demand for AI-era cybersecurity and Zero Trust architecture
• ARR growth remained robust despite Red Canary acquisition normalization
• Record profitability with all-time high non-GAAP operating margin
• AI-focused partnerships with OpenAI and Anthropic expand platform positioning
⠀
💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲
“Zscaler is ideally positioned as the cybersecurity platform for the AI era.”
-alldaystocks
