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Jul 31, 2021

Zscaler Q4 2021 Earnings Report

Reported outstanding Q4 results with revenue growth of 57% and billings growth of 70% year over year, driven by a record number of large deals across diverse sectors.

Key Takeaways

Zscaler's Q4 2021 earnings showcased strong growth, with revenue increasing by 57% year-over-year to $197.1 million and calculated billings growing by 70% year-over-year to $332.2 million. The company's GAAP net loss was $81.0 million, while non-GAAP net income reached $20.3 million.

Revenue grew 57% year-over-year to $197.1 million.

Calculated billings grew 70% year-over-year to $332.2 million.

GAAP net loss was $81.0 million, compared to a net loss of $49.5 million in the fourth quarter of fiscal 2020.

Non-GAAP net income was $20.3 million, compared to $12.0 million in the fourth quarter of fiscal 2020.

Total Revenue
$197M
Previous year: $126M
+56.5%
EPS
$0.14
Previous year: $0.05
+180.0%
Calculated Billings
$332M
Previous year: $195M
+70.5%
Gross Profit
$152M
Previous year: $94.5M
+60.4%
Cash and Equivalents
$276M
Previous year: $142M
+94.5%
Free Cash Flow
$27.7M
Previous year: $10.9M
+154.1%
Total Assets
$2.26B
Previous year: $1.83B
+23.1%

Zscaler

Zscaler

Forward Guidance

For the first quarter of fiscal 2022, Zscaler expects total revenue of $210 million to $212 million and non-GAAP net income per share of approximately $0.12. For the full year fiscal 2022, the company expects total revenue of $940 million to $950 million and non-GAAP net income per share of $0.52 to $0.56.

Positive Outlook

  • Total revenue of $210 million to $212 million for Q1 2022.
  • Non-GAAP income from operations of $18 million to $19 million for Q1 2022.
  • Non-GAAP net income per share of approximately $0.12 for Q1 2022.
  • Total revenue of $940 million to $950 million for FY 2022.
  • Calculated billings of $1,230 million to $1,250 million for FY 2022.