Zscaler is a bet that corporate security should follow users and applications, not sit behind a corporate perimeter that no longer maps to how work happens.
Zscaler at a glance
| Founded | 2007 |
|---|---|
| Headquarters | San Jose, California, United States |
| CEO | Jay Chaudhry |
| Ticker | ZS on Nasdaq |
| Fiscal 2026 revenue | $3.353 billion, year ended July 31, 2026 |
| Fiscal 2026 net income | GAAP net loss of $63.2 million |
| ARR | $3.771 billion at July 31, 2026 |
Origin
Jay Chaudhry had already founded and sold security companies including SecureIT, CipherTrust, and AirDefense when he started Zscaler with K. Kailash in 2007. The idea was to move security inspection out of on-premises appliances and into a multi-tenant cloud. Zscaler went public on Nasdaq in March 2018.
How Zscaler makes money
Nearly all revenue comes from subscriptions to the Zero Trust Exchange, sold mainly through partners on annual or multi-year contracts. Zscaler Internet Access and Zscaler Private Access are the core products; data protection, digital experience monitoring, workload security, AI security, and Red Canary managed detection and response are sold alongside them.
Fiscal 2026 results
Revenue rose 25% to $3.353 billion, or 20% excluding Red Canary. Non-GAAP operating income was $767.1 million, but the company reported a GAAP net loss of $63.2 million. Fourth-quarter revenue was $898.2 million. For fiscal 2027, Zscaler guided to revenue of $3.908 billion to $3.938 billion and ARR of $4.396 billion to $4.426 billion, about 17% growth.
Recent changes
- In September 2026 Zscaler announced a plan to cut about 3% of its workforce, with $30 million to $33 million of expected charges, to shift spending toward sales.
- Ross Tackett became chief revenue officer on October 1, 2026, replacing Mike Rich.
- In May 2026 Zscaler announced its intent to acquire Symmetry Systems, a data access and identity mapping company.
