$ZS · Zscaler, Inc.
Zscaler filed an 8-K under Item 7.01 (Regulation FD Disclosure) announcing its 2026 Investor Day presentation on October 6, 2026. The company reaffirmed its previously issued Q1 and full-year fiscal 2027 guidance, including FY2027 revenue of $3.908B–$3.938B (16.6%–17.5% growth) and ARR of $4.396B–$4.426B. CEO Jay Chaudhry highlighted the agentic AI era as a transformative opportunity and reiterated the company's long-term target of $10 billion in ARR.
- FY2027 revenue guidance reaffirmed at $3.908B–$3.938B, growth of 16.6%–17.5%
- FY2027 ARR target of $4.396B–$4.426B, representing 16.6%–17.4% growth
- Q1 FY2027 non-GAAP EPS guidance of $1.15–$1.16 on revenue of $935M–$939M
- CEO Jay Chaudhry stated the agentic AI era is 'the most significant opportunity in our company's history'
- Free cash flow margin guided to 23.0%–23.5% for full year FY2027
Extended-hours trading shows ZS at $207.00, up +2.58% from the regular-session close of $201.80, suggesting a modestly positive initial reaction to the reaffirmed guidance and $10B ARR ambition.
Zscaler's $10B ARR ambition — roughly 2.3x its current FY2027 ARR guide — signals management's conviction that AI tailwinds will drive a multi-year growth reacceleration.
Zscaler's $10B ARR target and AI-era positioning echo the ambitious long-term growth narratives being set by cybersecurity peers like CrowdStrike and Palo Alto Networks, all racing to claim the AI-security platform mantle.
Forward-looking statements caveat cites macroeconomic instability, geopolitical events, AI-related platform risks, execution challenges, and sales cycle length as factors that could cause actual results to differ materially.
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