Zscaler, Inc.

Zscaler, Inc. Earnings Recaps

ZS Information Technology 1 recap
Q2 2026 Feb 28, 2026

Zscaler reported robust Q2 Fiscal 2026 results, with a 25% increase in Annual Recurring Revenue (ARR) driven by strong demand for its cybersecurity solutions, particularly in AI security. The company has raised its guidance for the remainder of the fiscal year.

Key takeaways
  • ARR growth at 25% underscores strong market demand and solid execution.
  • Company positioning Zscaler as the leading security platform for AI, addressing increased cyber threats associated with AI technology.
  • Significant growth in AI application usage among clients, with over 3,400 applications and data transfers exceeding 18,000 terabytes.
  • Expanded guidance suggests confidence in continued growth across all strategic pillars: AI Security, Zero Trust Everywhere, and Data Security Everywhere.
  • Zscaler's unique Zero Trust architecture differentiates it from competitors, enhancing its market position in the rapidly evolving AI security landscape.
Full recap