Zscaler (ZS) Q2 2026 Earnings Call Transcript
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Thursday, Feb. 26, 2026 at 4:30 p.m. ET
(NASDAQ:ZS) reported accelerated platform adoption across its three core growth pillars, with AI Security, Zero Trust Everywhere, and Data Security Everywhere each contributing to record deal activity and customer expansion. Management emphasized momentum in non-seat-based metered usage, with over a quarter of new annual contract value now tied to this model, and highlighted ZFlex's rapid traction as a multi-module, long-term commitment vehicle. The company processed nearly one trillion AI transactions and detected more than 3,400 unique enterprise AI apps, capturing new demand arising from AI-driven Security vulnerabilities. Several eight- and seven-figure deals were disclosed, reflecting growing customer preference for Zscaler's integrated suite and architectural differentiation. Geographic growth remained weighted toward the Americas but was also strong in EMEA and APJ, and total RPO rose sharply, underpinning management's raised full-year outlook for both ARR and operating profit.
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