Zscaler Beat, Raised, and Jumped Double Digits While AI Agents Attack Its Customers

Zscaler reported a tenth consecutive earnings beat with Q4 FY26 revenue of $898 million, up 24.9% year-over-year, and raised its FY27 revenue and ARR guidance despite GAAP operating losses. The company positions itself as uniquely equipped to defend against AI-driven cyber threats amid rising AI security hype, with ARR growth as the key indicator for sustainable demand.

This Wire brief sits within Fusion42's coverage of Cybersecurity.