Zscaler, Inc. reported strong first quarter results for fiscal year 2026, with revenue growing 26% year-over-year to $788.1 million. Annual Recurring Revenue (ARR) also grew 26% to $3,204 million, and deferred revenue increased by 32% to $2,351.3 million. The company’s GAAP net loss was $11.6 million, while non-GAAP net income reached $159.5 million.

The company’s CEO, Jay Chaudhry, highlighted the strong demand for Zscaler’s Zero Trust and AI Security platform. With over $3.2B in ARR and Rule-of-78 performance, an increasing number of customers are relying on Zscaler for better security, lower costs, and reduced IT complexity. The company also acquired SPLX technology to enhance its AI Security solutions.

Zscaler announced the acquisition of AI security pioneer SPLX to extend its Zero Trust Exchange platform. The company also launched new Zscaler Digital Experience innovations for end-to-end visibility and device scoring. Additionally, Zscaler published the ThreatLabz 2025 report, revealing a significant increase in mobile and IoT threats.

In terms of financial outlook, Zscaler expects revenue of $797 million to $799 million for the second quarter of fiscal 2026. For the full year, the company anticipates ARR of $3.698 billion to $3.718 billion and revenue of approximately $3.282 billion to $3.301 billion. Non-GAAP income from operations is projected to be $732 million to $740 million for the full year.

Read more at GlobeNewswire: Zscaler Reports First Quarter Fiscal 2026 Financial