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Zscaler 8-K Report, Regulation FD Disclosure (Oct 6, 2026)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed October 6, 2026
Period End
October 6, 2026
Security
ZS
In the record · 2018–202610-K910-Q258-K62

ZS filed 9 annual reports (10-K), 25 quarterly reports (10-Q) and 62 current reports (8-K) between 2018 and 2026.

  1. Leadership change8-K · Oct ’18Oct ’18
  2. Leadership change8-K · Sep ’20Sep ’20
  3. Restructuring8-K · Mar ’23Mar ’23
  4. Material agreement8-K · Jul ’25Jul ’25

01—Abstract

Summary

Summary of the 8-K filed October 6, 2026. Cited figures are marked; the original filing is the authoritative source.

Zscaler, Inc. (Nasdaq: ZS) filed a Form 8-K under Item 7.01 (Regulation FD Disclosure) on October 6, 2026, to announce its 2026 Investor Day, held that day in New York City with a presentation at 8:30 a.m.

Eastern Time. Management, including CEO Jay Chaudhry, CFO Kevin Rubin, Chief Product Officer Adam Geller, Chief Revenue Officer Ross Tackett, and EVP of AI & Data Security Dhawal Sharma, was slated to discuss strategy, platform innovation, go-to-market priorities, and long-term growth drivers. The event was available as a live webcast with a replay on the investor relations website.

The filing's press release (Exhibit 99.1) states that the company reaffirmed its first quarter and full fiscal 2027 guidance, previously provided on September 3, 2026. The reaffirmed guidance calls for first quarter fiscal 2027 revenue of $935 million to $939 milliona, approximately 19% year-over-year growth, and non-GAAP income from operations of $215 million to $217 million. For the full fiscal year, the company expects revenue of approximately $3.908 billion to $3.938 billion, ARR of $4.396 billion to $4.426 billion, non-GAAP income from operations of $924 million to $932 million, and a free cash flow margin of approximately 23.0% to 23.5%.

The CEO tied the company's outlook to agentic AI and reiterated a $10 billionb ARR target. The guidance was reaffirmed rather than revised, so the filing contains no change to prior expectations.

The press release also notes that the company did not reconcile non-GAAP guidance to GAAP measures, citing items that cannot be reasonably predicted. The information in Exhibit 99.1 is furnished and not deemed filed under Section 18 of the Exchange Act.

02—Key points

Key Highlights

  1. Zscaler held its 2026 Investor Day on October 6, 2026, covering strategy, platform innovation, go-to-market priorities, and long-term growth drivers, with a live webcast and replay available.
  2. The company reaffirmed first quarter fiscal 2027 guidance: revenue of $935 million to $939 million (approximately 19% year-over-year growth) and non-GAAP income from operations of $215 million to $217 million.
  3. Full fiscal 2027 guidance was reaffirmed, including revenue of approximately $3.908 billion to $3.938 billion and ARR of $4.396 billion to $4.426 billion.
  4. Full-year non-GAAP income from operations is expected at $924 million to $932 million, and non-GAAP net income per share at $4.86 to $4.90 on about 173 million fully diluted shares.
  5. Free cash flow margin guidance for fiscal 2027 is approximately 23.0% to 23.5%, with non-GAAP gross margin of approximately 80%.
  6. Management reiterated the $10 billion ARR target, with the CEO framing agentic AI as the most significant opportunity in the company's history.
  7. Exhibit 99.1 is furnished under Item 7.01 and is not deemed filed for Exchange Act Section 18 purposes.

03—Questions

Frequently Asked Questions

  1. Did Zscaler change its guidance at the Investor Day?

    No. The company reaffirmed its first quarter and full fiscal 2027 guidance, which was originally provided on September 3, 2026.

  2. What revenue does Zscaler expect for fiscal 2027?

    The company expects revenue of approximately $3.908 billion to $3.938 billion, with growth of 16.6% to 17.5%, and first quarter revenue of $935 million to $939 million.

  3. What is Zscaler's ARR outlook?

    Full-year fiscal 2027 ARR is expected to be $4.396 billion to $4.426 billion, with growth of approximately 16.6% to 17.4%. The CEO also reiterated a $10 billion ARR target.

  4. Why does Zscaler not provide a GAAP reconciliation for its guidance?

    The company states that certain items are out of its control or cannot be reasonably predicted, so a reconciliation of non-GAAP income from operations and non-GAAP net income per share guidance to the most directly comparable GAAP measures is not available without unreasonable effort.

  5. Who presented at the Investor Day?

    Featured executives were Jay Chaudhry (CEO, Chairman, and Founder), Kevin Rubin (CFO), Adam Geller (Chief Product Officer), Ross Tackett (Chief Revenue Officer), and Dhawal Sharma (EVP, AI & Data Security).

04—Continue

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