⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Zscaler(ZS.US) Zscaler Reaffirms Q1 and FY2027 Guidance, Targets $10 Billion ARR

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗭𝘀𝗰𝗮𝗹𝗲𝗿 reaffirmed its 𝗤𝟭 and full-year 𝗙𝗬𝟮𝟬𝟮𝟳 financial guidance.

➤ Q1 revenue expected at $𝟵𝟯𝟱–$𝟵𝟯𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, approximately 𝟭𝟵% growth.

➤ Q1 non-GAAP operating income projected at $𝟮𝟭𝟱–$𝟮𝟭𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Q1 non-GAAP EPS expected between $𝟭.𝟭𝟱–$𝟭.𝟭𝟲.

➤ FY2027 ARR projected at $𝟰.𝟯𝟵𝟲–$𝟰.𝟰𝟮𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ FY2027 revenue expected at $𝟯.𝟵𝟬𝟴–$𝟯.𝟵𝟯𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Full-year non-GAAP EPS forecast at $𝟰.𝟴𝟲–$𝟰.𝟵𝟬.

➤ FY2027 free cash flow margin expected around 𝟮𝟯.𝟬%–𝟮𝟯.𝟱%.

➤ CEO 𝗝𝗮𝘆 𝗖𝗵𝗮𝘂𝗱𝗵𝗿𝘆 referenced a long-term $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 ARR target.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Reaffirmed guidance signals management's confidence in near-term business momentum.

➤ Roughly 𝟭𝟳% annual growth underscores continued demand for 𝗭𝗲𝗿𝗼 𝗧𝗿𝘂𝘀𝘁 security.

➤ Approximately 𝟴𝟬% gross margins highlight Zscaler's high-margin software model.

➤ The $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 ARR target points to substantial long-term growth ambitions.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗝𝗮𝘆 𝗖𝗵𝗮𝘂𝗱𝗵𝗿𝘆, CEO of Zscaler:

"Our Zero Trust platform was purpose-built to solve the challenges customers face today – protecting against AI-driven threats, securing data everywhere, and enabling the secure deployment of AI."