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Zscaler Reports Strong First Quarter Fiscal 2026 Results

Zscaler (ZS) | November 25, 2025

By Tina Carter

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Zscaler's revenue grew by 26% year-over-year to $788.1 million in the first quarter of fiscal 2026.

The company reported Annual Recurring Revenue (ARR) growth of 26% year-over-year, reaching $3,204 million.

Deferred revenue also saw a significant increase, growing by 32% year-over-year to $2,351.3 million.

Revenue Growth

Revenue increased by 26% year-over-year, reaching $788.1 million.

Non-GAAP Net Income

Non-GAAP net income rose to $159.5 million compared to $124.3 million in the same period last year.

Acquisitions

Zscaler closed acquisitions of Red Canary Inc. and SPLXAI Inc. for a total consideration of $692.0 million.

Cash Flow Performance

Cash provided by operations reached $448.3 million, representing 57% of revenue.

Strategic Expansion

Zscaler launched FedRAMP Moderate authorized data centers in London and Paris to cater to U.S. federal agencies' global missions.

  • Zscaler's financial performance in the first quarter of fiscal 2026 reflects a strong growth trajectory with significant increases in revenue and key financial metrics.
  • The company's focus on expanding its product offerings, strategic acquisitions, and global presence showcases a commitment to meeting evolving cybersecurity needs.
  • The acquisition of SPLXAI Inc. and the launch of new innovations demonstrate Zscaler's dedication to enhancing its AI security solutions and bolstering its Zero Trust Exchange platform.

Zscaler's robust financial results in the first quarter of fiscal 2026 highlight the company's solid growth momentum and strategic initiatives to strengthen its position in the cloud security market.