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Zscaler, Inc. (ZS) Q3 2026 Earnings Call Transcript
2026-05-27 · via All Articles on Seeking Alpha

Zscaler, Inc. (ZS) Q3 2026 Earnings Call May 26, 2026 4:30 PM EDT

Company Participants

Kim Watkins
Jagtar Chaudhry - Co-Founder, CEO & Chairman of the Board
Kevin Rubin - Chief Financial Officer

Conference Call Participants

Brad Zelnick - Deutsche Bank AG, Research Division
Saket Kalia - Barclays Bank PLC, Research Division
Joshua Tilton - Wolfe Research, LLC
Gregg Moskowitz - Mizuho Securities USA LLC, Research Division
Gabriela Borges - Goldman Sachs Group, Inc., Research Division
Brian Essex - JPMorgan Chase & Co, Research Division
Meta Marshall - Morgan Stanley, Research Division
Ittai Kidron - Oppenheimer & Co. Inc., Research Division
Erik Suppiger - B. Riley Securities, Inc., Research Division
Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division
Fatima Boolani - Citigroup Inc., Research Division
Gray Powell - BTIG, LLC, Research Division
Andrew DeGasperi - BNP Paribas, Research Division

Presentation

Operator

Thank you for standing by, and welcome to Zscaler's Third Quarter 2026 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Kim Watkins, SVP of Investor Relations. Please, go ahead.

Kim Watkins

Good afternoon, and thank you for joining us today. Welcome to Zscaler's Third Quarter Fiscal 2026 Earnings Conference Call. On the call with me today are Jay Chaudhry, Chairman and CEO; and Kevin Rubin, CFO. Please note that we posted our earnings release, shareholder letter and a supplemental financial schedule to our Investor Relations website. Unless otherwise noted, all numbers we talk about today will be on an adjusted non-GAAP basis. You will find a reconciliation of GAAP to the non-GAAP financial measures in our earnings release. Before we get started, I'd like to remind you that today's discussion will contain forward-looking statements, including, but not limited to, the company's anticipated future revenue, annual recurring revenue, net new annual recurring revenue, operating margin, gross margin, operating profit, net other income, earnings per share and free cash flow margin, our customer response to our products, our expectations regarding AI and its impact on our business and