Zscaler, Inc. (ZS) Q4 2026 Earnings Call Transcript

SA Transcripts 162.09K Followers Follow Zscaler, Inc. ( ZS ) Q4 2026 Earnings Call September 3, 2026 4:30 PM EDT Company Participants Kimberly Watkins - SVP of Investor Relations & Strategic Finance Jagtar Chaudhry - Co-Founder, CEO & Chairman of the Board Kevin Rubin - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Fatima Boolani - Citigroup Inc. Exchange Research Roger Boyd - UBS Investment Bank, Research Division Richard Poland - Wells Fargo Securities, LLC, Research Division Joseph Gallo - Jefferies LLC, Research Division John DiFucci - Guggenheim Securities, LLC, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Meta Marshall - Morgan Stanley, Research Division Ittai Kidron - Oppenheimer & Co. Inc., Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Zscaler Fourth Quarter 2026 Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. [Operator Instructions] I would now like to hand the conference over to your speaker today, Kim Watkins, SVP, Investor Relations and Strategic Finance. Kimberly Watkins SVP of Investor Relations & Strategic Finance Good afternoon, and thank you for joining us today. Welcome to Zscaler's Fourth Quarter Fiscal 2026 Earnings Conference Call. On the call with me today are Jay Chaudhry, Chairman and CEO; and Kevin Rubin, CFO. Please note that we posted our earnings release, shareholder letter and a supplemental financial schedule to our Investor Relations website. Unless otherwise noted, all numbers we talk about today will be on an adjusted non-GAAP basis. You will find a reconciliation of GAAP to the non-GAAP financial measures in our earnings release. Before we get started, I'd like to remind you that today's discussion will contain forward-looking statements, including, but not limited to, the company's anticipated future revenue, annual recurring revenue, net new annual recurring revenue, operating margin, gross margin, operating profit, net other income, earnings per share