Every material Form 8-K Zscaler, Inc. has filed with the SEC since September 03, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Zscaler held its 2026 Investor Day on October 6, 2026, where executives discussed strategy, platform innovation, go-to-market priorities, and long-term growth drivers. The company also reaffirmed its first quarter and full fiscal 2027 guidance, which was first given on September 3, 2026, so shareholders have no new revised outlook to weigh.
First quarter fiscal 2027 revenue guidance remains $935 million to $939 million, about 19% year-over-year growth.
Full fiscal 2027 revenue guidance remains $3.908 billion to $3.938 billion, growth of 16.6% to 17.5%.
Full fiscal 2027 non-GAAP net income per share guidance remains $4.86 to $4.90.
Investor Day presentation was held at 8:30 a.m. Eastern Time on October 6, 2026, with a replay on the Investor Relations website.
Zscaler said Ross Tackett, its Head of Worldwide Sales, will become Chief Revenue Officer effective October 1, 2026, succeeding Mike Rich, who is stepping down as an officer for personal reasons. Rich will stay on as a strategic advisor through December 31, 2026, and is expected to receive severance under the company's Change of Control and Severance Policy. The change is a senior sales leadership transition; the filing gives no financial results or guidance changes.
Ross Tackett promoted to Chief Revenue Officer effective October 1, 2026
Mike Rich steps down as an officer effective October 1, 2026, and remains a strategic advisor through December 31, 2026
Tackett has been with Zscaler for three years and previously held sales leadership roles at ServiceNow and Dell
Rich is expected to receive severance benefits under the company's Change of Control and Severance Policy; no amount is disclosed
Zscaler reported fourth-quarter fiscal 2026 revenue of $898.2 million, up 25% year over year, and a GAAP net loss of $3.4 million, narrowed from $17.6 million a year earlier. The company also guided fiscal 2027 revenue growth to 16.6% to 17.5% and announced a restructuring with about 3% headcount reduction and $30.0 million to $33.0 million in charges, which shareholders will weigh against slower guided growth and lower free cash flow.
Q4 fiscal 2026 revenue of $898.2 million, up 25% year over year; GAAP net loss per share of $0.02 versus $0.11 a year earlier
Non-GAAP operating margin reached a record 24% in Q4; free cash flow fell to $60.8 million from $171.9 million
Fiscal 2027 revenue guidance of $3.908 billion to $3.938 billion, growth of 16.6% to 17.5%
Restructuring plan committed September 1, 2026: about 3% headcount reduction and $30.0 million to $33.0 million in charges, mostly in the first half of fiscal 2027
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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