Zscaler, Inc. (ZS) Q4 2026 Earnings Call Transcript
Zscaler, Inc. (ZS) Q4 2026 Earnings Call September 3, 2026 4:30 PM EDTCompany ParticipantsKimberly Watkins - SVP of Investor Relations & Strategic...
Zscaler, Inc. (ZS) opened its fourth quarter fiscal 2026 earnings conference on a recorded call, with senior investor‑relations executive Kim Watkins guiding the discussion. The session brought together the company’s chairman and chief executive, Jay Chaudhry, and chief financial officer, Kevin Rubin, to walk analysts through recent performance and outlook.
Earnings Release Posted
The firm confirmed that its earnings release, accompanying shareholder letter, and a supplemental financial schedule have been uploaded to the Investor Relations portal. Those documents contain the detailed numbers that underpin the conversation, and they are accessible to anyone reviewing the company’s public filings.
Adjusted Non‑gaap Metrics
During the briefing, executives emphasized that, unless a specific exception is noted, every financial figure referenced follows an adjusted non‑GAAP methodology. A reconciliation linking the GAAP results to the adjusted measures is included in the earnings release, allowing investors to see how the company arrives at its presented metrics.
Forward‑looking Statements
Watkins reminded participants that the dialogue would contain forward‑looking statements. Those projections cover a range of items, including anticipated future revenue, annual recurring revenue, net new annual recurring revenue, operating margin, gross margin, operating profit, net other income, and earnings per share. The company noted that such statements are subject to risks and uncertainties, and actual results may differ.
Executive Participation
Jay Chaudhry, serving as both chairman and chief executive, joined the call to provide strategic context and to outline growth initiatives. Kevin Rubin, the chief financial officer, contributed detailed commentary on the financial results and the assumptions behind the forward‑looking guidance. Their combined perspective offered investors a view of both operational execution and fiscal stewardship.
Call Details Recorded
The opening remarks included standard operator instructions and a reminder that the conference is being recorded for later reference. This procedural note ensures that the discussion remains transparent and available for stakeholders who could not attend the live session.
Industry Context
Zscaler operates in the cloud‑security arena, delivering secure internet and web gateway services to enterprises worldwide. While the call did not disclose specific revenue figures, the company’s emphasis on adjusted non‑GAAP reporting aligns with common practice among technology firms that seek to highlight underlying business trends beyond statutory accounting results. The forward‑looking guidance signals management’s confidence in sustaining growth in subscription‑based security solutions, a segment that has seen heightened demand as organizations continue to shift workloads to the cloud.
Overall, the fourth quarter fiscal 2026 earnings call provided a comprehensive overview of Zscaler’s recent performance, the metrics used to evaluate that performance, and the company’s expectations for the coming periods. All supporting documentation remains available on the Zscaler Investor Relations website for further analysis.
Source: seekingalpha.com · 2026-09-03