Zscaler, Inc. — Form 8-K
Filed September 3, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
For fiscal year ended July 31, 2026, Zscaler achieved $3.353B revenue (25% YoY growth) and $3.771B ARR (25% YoY growth), with non-GAAP operating margin reaching 23%. The company acquired Red Canary for $918M (contributing $141M ARR). For FY27, management guides revenue of $3.908–$3.938B (16.6–17.5% growth) and ARR of $4.396–$4.426B (16.6–17.4% growth), representing a material deceleration from 25% to ~17% growth.
Why this rating
Strong absolute results, but forward guidance decelerating from 25% to ~17% growth. Red Canary acquisition ($918M, ~5% of market cap) is material but organic growth slowdown is concerning for high-growth SaaS.
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