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Oct 31, 2022

Zscaler Q1 2023 Earnings Report

Zscaler's first quarter of fiscal year 2023 financial results were reported, showing strong revenue growth and improved profitability.

Key Takeaways

Zscaler reported a strong first quarter in fiscal year 2023, with revenue increasing by 54% year-over-year to $355.5 million. The company also saw improvements in operating profitability and increased free cash flow.

Revenue grew 54% year-over-year to $355.5 million.

Calculated billings grew 37% year-over-year to $340.1 million.

GAAP net loss was $68.2 million, compared to a net loss of $90.8 million year-over-year.

Non-GAAP net income was $44.0 million, compared to $21.0 million year-over-year.

Total Revenue
$356M
Previous year: $231M
+54.2%
EPS
$0.29
Previous year: $0.14
+107.1%
Calculated Billings
$340M
Previous year: $248M
+37.3%
Gross Profit
$279M
Previous year: $178M
+56.4%
Cash and Equivalents
$1.08B
Previous year: $372M
+191.9%
Free Cash Flow
$95.6M
Previous year: $83.4M
+14.6%
Total Assets
$2.84B
Previous year: $2.27B
+24.9%

Zscaler

Zscaler

Forward Guidance

For the second quarter of fiscal 2023, Zscaler expects total revenue of $364 million to $366 million and non-GAAP net income per share of approximately $0.29 to $0.30. For the full year fiscal 2023, the company expects total revenue of approximately $1.525 billion to $1.530 billion and calculated billings of $1.930 billion to $1.940 billion.

Positive Outlook

  • Total revenue of $364 million to $366 million for Q2 2023.
  • Non-GAAP income from operations of $42 million to $43 million for Q2 2023.
  • Non-GAAP net income per share of approximately $0.29 to $0.30 for Q2 2023.
  • Total revenue of approximately $1.525 billion to $1.530 billion for fiscal year 2023.
  • Calculated billings of $1.930 billion to $1.940 billion for fiscal year 2023.