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Zscaler Zs Q3 2026 Earnings Call Transcript
Topic context
This topic has been covered 332912 times in the last 7 days across our monitored publishers.
The full article is on the original publisher site.
AI insight
AI-generatedZscaler's earnings reflect strong demand for cloud security, with ARR and revenue growth exceeding expectations. The acquisition of Symmetry Systems indicates expansion in data security posture management. No direct commodity or supply chain impact; the commercial mechanism is company-specific revenue and margin growth in cybersecurity software.
Signals our AI researcher identified
Extracted by our AI model from this article and related public sources — not direct quotes from the publisher.
- Zscaler Q3 2026 ARR $3.5B, +25% YoY
- Revenue $850M, +25% YoY, above guidance
- Net new ARR $166M
- RPO $6.5B, +30% YoY
- Plans to acquire Symmetry Systems
Mid-term impact on cloud software remains flat as Zscaler's results are company-specific.
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Sector impact at a glance
- CLOUD_SOFTWAREmid
- CYBERSECURITYshort
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