Zscaler, Inc. (ZS) Earnings Call Transcripts

Zscaler, Inc.'s Latest Earnings Call - June 9, 2026

In the fiscal Q3 of 2026, Zscaler, Inc. reported a revenue of $500 million, marking a 30% year-over-year increase, which exceeded analysts' expectations of $480 million. The company also reported an earnings per share (EPS) of $0.45, beating the consensus estimate of $0.40. Management maintained its fiscal year 2026 guidance, projecting revenue growth of approximately 25% for the full year, indicating strong momentum in their Zero Trust and AI security offerings, particularly in light of increasing demand driven by the Methos initiative.

Reported metrics

Guidance from management

Management maintained its fiscal year 2026 guidance, projecting revenue growth of approximately 25% for the full year, indicating confidence in ongoing demand for Zero Trust and AI security solutions.

What management said

Great. Thank you. Great second. All right. We will take about 20 minutes a discussion between us, the speakers that are here with me, our customers, and we'll then open it up for you to ask questions as well. Since we have 3 various teamed customers who have joined us here. Why don't we start with you, Wan and go around and get an introduction about you, your roles and how long you've been using Zscaler and what prob...

I'll start with Vopra. So you heard some of the innovations we have been talking about. And -- you guys have been a great sounding board for us. We build all the products in deep partnership with you guys. So going around again, what are some of the most interesting innovations that you see that announced today and which shift favor?

What analysts pressed on

Analysts expressed concerns regarding the lengthening sales cycles for larger deals, particularly in light of extensive testing and internal approvals required from customers. There is also apprehension about how quickly Zscaler can convert interest in AI security into actual sales.

Main topics on the call

• Revenue Growth Acceleration — Zscaler reported a revenue of $500 million for Q3 2026, which is a 30% increase year-over-year, surpassing the $480 million consensus estimate. CEO Jay Chaudhry stated, "The market is getting hotter and hotter... having ...
• AI Security Solutions Demand — Management highlighted a significant increase in demand for AI security solutions, with AI Protect crossing $100 million in bookings over the last year. Chaudhry noted, "The #1 reason I hear from CIOs is why we're not ab...
• Zero Trust Architecture Adoption — The urgency for adopting Zero Trust architecture has increased, with many CIOs forming task forces to report progress to their boards. Chaudhry remarked, "The understanding and learning for Zero Trust is going up... many...
• Sales Cycle Dynamics — Management acknowledged that while there is high interest in Zscaler's solutions, the sales cycles for larger deals are taking longer due to extensive testing and internal approvals. Mike Rich mentioned, "Sometimes there...

Read the full Zscaler, Inc. transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 87 Zscaler, Inc. earnings call transcripts on record, spanning January 10, 2020 to June 9, 2026. Based on this history, Zscaler, Inc. reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ZS

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Software

Calls on record

87

First call

January 10, 2020

Most recent

June 9, 2026

Reporting cadence

quarterly