Zscaler, Inc. Reports $788M Revenue, 26% YoY Growth, Maintains Strong Guidance

Zscaler, Inc. (ZS) reported FY1Q26 results with revenue of $788 million, reflecting a 26% year-over-year growth, while earnings per share reached $0.96, exceeding expectations. The company reported an annual recurring revenue (ARR) of $3.2 billion, a 26% increase from the previous year, attributable to strong demand and $189 million in net new ARR. Additionally, remaining performance obligations (RPO) rose 35% year-over-year to $5.9 billion. Despite a decline in stock price post-announcement, Zscaler raised its FY2026 ARR, revenue, and EPS outlook, indicating confidence in continued demand for their services, particularly in Zero Trust and AI security solutions.