Feb. 26 at 10:12 PM
$ZS
🚨 🚨 🚨
Revenue:
$815.8 million, up 25.9% year-over-year, surpassing the
$798.8M estimate.
Adjusted EPS:
$1.01, exceeding the
$0.90-
$0.89 estimates.
Profitability: Non-GAAP operating margin reached a high of over 22%.
Guidance: Raised full-year 2026 revenue guidance to ~
$3.32B and EPS to ~
$4.01.
AI Growth: The AI security pillar (including Agentic Operations) is growing rapidly, with over 80% year-over-year growth, exceeding the
$400M ARR target three quarters earlier than anticipated.
Q3 2026 Guidance: Expects revenue of
$834M-
$836M and EPS of
$1.00-
$1.01.
AI Outlook: Management expects total AI-related Security Annual Recurring Revenue (ARR) to exceed
$0.5 billion by the end of fiscal 2026.
“We delivered strong second quarter fiscal 2026 results. ARR grew 25%, or 21% excluding the contribution from the Red Canary acquisition, while profitability reached an all-time high with non-GAAP operating margin over 22%,” said Kevin Rubin, chief financial officer of Zscaler.
