Zscaler, Inc. · ZS · Next earnings

Zscaler, Inc. reports Tuesday, Nov 24, 2026

ZS reports after market close with consensus EPS at $1.16 and revenue at $937.7M. Last quarter: Zscaler pairs strong Q4 execution with accelerating AI-security demand

Reports After market close20 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.16 Calendar consensus
Consensus revenue $937.7M Calendar consensus
Report date Nov 24, 2026 Tuesday, date estimated
Session After market close 20 days away

Where ZS left off: FY2026 Q4

Full report

Zscaler pairs strong Q4 execution with accelerating AI-security demand

EPS surprise +9.2% Reported $1.19 vs $1.09
Revenue surprise +2.4% Reported $898.2M vs $877.0M
Stock move -4.5% Event window
Subsequent drift +16.2% Up to 20 sessions

Raised: FY27 guidance projects 16.6%–17.4% ARR growth, with continued investment in AI security and Zero Trust Everywhere.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI-generated threats may evolve faster than traditional patching cycles.
  • Higher memory and storage pricing could pressure capital spending and margins.
  • Red Canary MDR churn and sales leadership transitions could weigh on execution.

Questions analysts left open

  • Sales churn and productivity stability.
  • Whether Symmetry contributes to net new ARR.
  • Higher churn in Red Canary MDR versus the core business.

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Recent ZS quarters

All ZS earnings
-4.5%FY2026 Q4-31.5%FY2026 Q3-12.2%FY2026 Q2-1.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.