Zscaler Revenue Jumps 21% in Fiscal Q4

(NASDAQ:ZS), a cloud security specialist known for its Zero Trust Exchange platform, reported Q4 FY2025 results on September 2, 2025. The company delivered GAAP revenue of $719.2 million, surpassing both its own GAAP revenue guidance ($705 million to $707 million) and analyst expectations. Non-GAAP earnings per share (EPS) hit $0.89, also beating non-GAAP estimates of $0.79 to $0.80. Annual Recurring Revenue (ARR) crossed the $3.0 billion mark for the first time, supported by 23% revenue growth and 22% ARR growth year over year. Free cash flow of $171.9 million was up 26.1% year-over-year, while the non-GAAP operating margin remained stable at 22%. Despite these milestones, Zscaler continued to post a GAAP net loss for the quarter. Overall, the period showed strong business momentum, with robust customer adoption, product innovation in artificial intelligence (AI)-based security, and disciplined financial execution.

Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q3 2025 earnings report.

(NASDAQ:ZS) is a cybersecurity company that provides a cloud-based security platform, known as Zero Trust Exchange. Its core offering shifts security away from physical hardware and on-premises appliances to a cloud service that inspects all user and application traffic, no matter where users are located. The Zero Trust model means users and devices are never trusted by default -- every request for access to data or systems must be continually verified.

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Source Fool.com