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Zscaler (ZS)
:ZS
Earnings Data
Report Date
Feb 19, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.89Last Year’s EPS
0.78Same Quarter Last Year
Strong Buy
Based on 31 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong positive sentiment with the company exceeding financial expectations and achieving strategic goals ahead of schedule. While there are challenges in the competitive landscape and slight pressure on gross margins, the significant achievements in revenue growth, customer metrics, and product innovation, particularly in AI security and Zero Trust, indicate a robust performance.Company Guidance
Strong Start to Fiscal Year 2026
Annual recurring revenue (ARR) growth accelerated to 26% year over year, and remaining performance obligation (RPO) growth accelerated to 35%. Revenue grew by 26%, and the company operated at a rule of 78, outperforming the rule of four d metric.
AI Security Pillar Surpasses Expectations
AI security pillar grew over 80% year over year, surpassing the FY '26 target of $400 million ARR three quarters early, with expectations to exceed $500 million by the end of the fiscal year.
Zero Trust Everywhere Achieves Early Success
Zero Trust Everywhere achieved its goal to secure 390 enterprises three quarters ahead of the target date, now over 450 enterprises secured.
Introduction of Z Flex Program
Z Flex program generated over $175 million in total contract value (TCV), growing over 70% quarter over quarter, driving meaningful upsells and reducing sales cycle.
Record-Breaking Customer Metrics
Closed Q1 with 698 customers generating over $1 million in ARR and 3,754 customers exceeding $100,000 in ARR.
Strong Financial Performance
Q1 revenue was $788 million, growing 20% year over year and 10% sequentially, exceeding high-end guidance. Free cash flow margin was 52%.
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 |
|---|---|---|---|
Nov 25, 2025 | $289.73 | $251.97 | -13.03% |
Sep 02, 2025 | $274.57 | $270.58 | -1.45% |
May 30, 2025 | $275.70 | $293.18 | +6.34% |
Mar 05, 2025 | $196.45 | $202.16 | +2.91% |
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 Feb 19, 2026, After Close (Confirmed).
What is Zscaler (ZS) earnings time?
Zscaler (ZS) earnings time is at Feb 19, 2026, After Close (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 2026 (Q2) is 0.89.
