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AI security and zero-trust demand are accelerating: Zscaler expanded its AI-security portfolio from one product to six, with security-for-AI bookings exceeding $100 million over the disclosed 12-month period. However, many customers are starting with smaller purchases before committing to larger deployments.
Sales momentum and customer adoption improved: Net-new ARR growth rose from 7% in fiscal 2025 to 17% in the fourth quarter of fiscal 2026, while customers using Zero Trust Everywhere increased from 300 to 950. Zscaler also reported record million-dollar deals, pipeline and sales productivity.
Fiscal 2027 priorities include agentic security and flexible purchasing: Zscaler launched Agentic SecOps using technology from Red Canary and introduced Z Flex, which generated 30% higher upsell among participating customers in its first year. The company expects AI security, Zero Trust Everywhere and its Agentic Exchange to drive future upside.
