Zscaler approaches Q4 fiscal 2025 with consensus revenue of roughly $707M, representing about 19% year-over-year growth, and normalized EPS of $0.80, down from $0.88 a year earlier. Revenue growth remains near 20% while EPS pressure reflects investments into AI-driven security and SecOps. Customer adoption of Zero Trust Everywhere is accelerating, with 210+ enterprises and a FY2026 target of 390. Data security ARR exceeded $350M and GenAI modules found adoption among Fortune 100 and federal clients. The new Z-Flex consumption program has booked $65M, and post-earnings stock volatility has been pronounced.
Zscaler has beaten EPS estimates for four straight quarters, including a 10.8% beat last quarter. Consensus calls for Q4 revenue of $707M (+19% YoY) and EPS of $0.80, down from $0.88 last year. Zscaler ( NASDAQ:ZS) will post Q4 fiscal 2025 results after the bell, following a quarter where its stock surged nearly 20% in the two weeks after earnings.
Revenue: $707.1M (+19.3% YoY) EPS (Normalized): $0.80 (vs. $0.88 YoY) FY2025: Revenue $2.66B, EPS $3.19 FY2026: Revenue $3.21B, EPS $3.67 Zscaler's revenue growth remains robust at ~20%, but EPS is expected to decline YoY this quarter as the company invests in new growth vectors.
Key Areas to Watch When Zscaler Reports Zero Trust Everywhere expansion - Customer adoption surged, with Zero Trust branch and Zero Trust cloud deployments driving upsell momentum. ZS ended Q3 with over 210 "Zero Trust Everywhere" enterprises, targeting 390 by FY2026. Data Security Everywhere & GenAI protection - Data security ARR surpassed $350M, and new GenAI data modules were adopted by Fortune 100 and federal clients. AI-related attach rates could be a major growth driver. Z-Flex purchasing program - This new flexible consumption model booked $65M
Collection
[
|
...
]