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Zscaler (ZS)
NASDAQ:ZS
Earnings Data
Report Date
Sep 04, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.8Last Year’s EPS
0.88Same Quarter Last Year
Strong Buy
Based on 37 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 30, 2025
|% Change Since: 11.47%
|Next Earnings Date:Sep 04, 2025
Earnings Call Sentiment|Positive
Zscaler's earnings call reflects strong growth in revenue and ARR, driven by strategic product expansions and successful program launches like Z Flex. While macroeconomic conditions pose challenges, the company's innovation and customer-centric approach position it well for future growth. The overall sentiment leans towards optimism due to the significant achievements overshadowing the challenges.Company Guidance
During Zscaler's Third Quarter Fiscal Year 2025 earnings call, the company highlighted several key metrics and milestones. Notably, Zscaler achieved over $1 billion in Total Contract Value (TCV) bookings, marking their best Q3 performance. The company's Annual Recurring Revenue (ARR) reached approximately $2.9 billion, reflecting a 23% year-over-year growth for the third consecutive quarter, with expectations to exceed $3 billion by the end of the fiscal year. Remaining Performance Obligations (RPO) approached $5 billion, showing strong customer commitment. Zscaler's free cash flow margin was reported at 28%, contributing to a 'rule of 52' performance, surpassing the 'rule of 40' benchmark prevalent in the SaaS industry. The company's platform now secures over 50 million users and processed over 100 trillion transactions last year, blocking more than 60 billion threats, and enforcing over 5 trillion policies. Additionally, their new purchasing program, Z Flex, contributed over $65 million in TCV bookings and demonstrated significant client adoption, including a 40% ARR increase from a Fortune 500 customer.Record TCV Bookings and RPO Growth
Achieved best Q3 with TCV bookings over $1 billion and remaining performance obligations nearly $5 billion, indicating strong market demand and growth.
Strong ARR and Revenue Growth
Annual Recurring Revenue (ARR) reached approximately $2.9 billion with year-over-year growth of 23%, on track to exceed $3 billion by the end of the quarter. Fiscal year 2025 revenue growth is at 24%.
Expansion of Zero Trust and AI Solutions
Zscaler's platform now secures over 50 million users, and the company is expanding AI-driven solutions for security operations, enhancing its competitive edge.
Successful Launch of Z Flex Program
The Z Flex program, which offers flexible scaling options for customers, contributed over $65 million in TCV bookings shortly after its launch.
Significant Growth in Emerging Product Categories
The three categories—Zero Trust Everywhere, Data Security Everywhere, and Agentic Operations—are growing significantly faster than the overall ARR, with a combined ARR approaching $1 billion.
ZS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ZS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 30, 2025 | $275.70 | $293.18 | +6.34% |
Mar 05, 2025 | $196.45 | $202.16 | +2.91% |
Dec 02, 2024 | $208.51 | $198.64 | -4.73% |
Sep 03, 2024 | $193.19 | $157.13 | -18.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Zscaler (ZS) report earnings?
Zscaler (ZS) is schdueled to report earning on Sep 04, 2025, TBA Not Confirmed.
What is Zscaler (ZS) earnings time?
Zscaler (ZS) earnings time is at Sep 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZS EPS forecast?
ZS EPS forecast for the fiscal quarter 2025 (Q4) is 0.8.
