Press release
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Zscaler Zscaler Hosts 2026 Investor Day , Reaffirms First Quarter and Fiscal 2027 Guidance October 6 , 2026 Presentations reinforce Zscaler's growth plans and its position as the cybersecurity platform for the Al era SANTA CLARA , Calif . , Oct. 06 , 2026 ( GLOBE NEWSWIRE ) -- Zscaler . Inc. ( Nasdaq : ZS ) , the cybersecurity platform for the Al era , is hosting its 2026 Investor Day today in New York City . In conjunction with its Investor Day , Zscaler reaffirmed its financial guidance for the first quarter and full fiscal year 2027 . " As Al forces every enterprise to rethink their approach to security , the value of our Zero Trust architecture is becoming increasingly clear , " said Jay Chaudhry , CEO , Chairman , and Founder of Zscaler . " The agentic Al era is quickly becoming the most significant opportunity in our company's history . Our Zero Trust platform was purpose - built to solve the challenges customers face today - protecting against Al - driven threats , securing data everywhere , and enabling the secure deployment of Al – by hiding the attack surface and preventing lateral movement . Backed by a powerful customer growth flywheel , we have multiple growth engines that we believe will enable us to capitalize on Al tailwinds and drive Zscaler towards achieving our $ 10 billion ARR target . " At its Investor Day , Zscaler executives will discuss the company's strategy , platform innovation , go - to - market priorities , and long - term growth drivers . Featured Zscaler executives include : • Jay Chaudhry , CEO , Chairman , and Founder • Kevin Rubin , Chief Financial Officer • Adam Geller , Chief Product Officer • Ross Tackett , Chief Revenue Officer • Dhawal Sharma , Executive Vice President , Al & Data Security Reaffirms First Quarter and Full year Fiscal 2027 Guidance Zscaler reaffirmed its first quarter and full year fiscal 2027 guidance , previously provided on Sept. 3 , 2026. For the first quarter of fiscal 2027 , the company expects : • Revenue of $ 935 million to $ 939 million , approximately 19 % year - over - year growth . • Non - GAAP gross margin of approximately 80 % • Non - GAAP income from operations of $ 215 million to $ 217 million , approximately 25 % to 26 % year - over - year growth , representing a 23 % operating margin . • Non - GAAP net income per share of approximately $ 1.15 to $ 1.16 , assuming approximately 170 million fully diluted shares outstanding and a non - GAAP tax rate of 21 % . For the full year fiscal 2027 , the company expects : • ARR of $ 4.396 billion to $ 4.426 billion , growth of approximately 16.6 % to 17.4 % . • Revenue of approximately $ 3.908 billion to $ 3.938 billion , growth of 16.6 % to 17.5 % . • Non - GAAP gross margin of approximately 80 % • Non - GAAP income from operations of $ 924 million to $ 932 million , growth of approximately 21 % . • Non - GAAP net income per share of $ 4.86 to $ 4.90 , assuming approximately 173 million fully diluted shares outstanding and a non - GAAP tax rate of 21 % . • Free cash flow margin of approximately 23.0 to 23.5 % . Guidance for non - GAAP income from operations and non - GAAP net income per share exclude , as applicable , stock - based compensation expense and related employer payroll taxes , amortization expense of acquired intangible assets and amortization of debt issuance costs . We have not reconciled our expectations of non - GAAP income from operations and non - GAAP net income per share to their most directly comparable GAAP measures because certain items are out of our control or cannot be reasonably predicted . For those reasons , we are also unable to address the probable significance of the unavailable information , the variability of which may have a significant impact on future results . Accordingly , a reconciliation for the guidance for non - GAAP income from operations and non - GAAP net income per share is not available without unreasonable effort . Investor Day : How to Participate The half - day event can be viewed live at https://ir.zscaler.com/events/event-details/zscaler-investor-day-2026 . A replay will be available on Zscaler's Investor Relations website shortly after the event ends .