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Jul 31, 2022

Zscaler Q4 2022 Earnings Report

Reported strong fourth-quarter results with significant revenue and billings growth, while maintaining operational efficiency.

Key Takeaways

Zscaler reported a strong fourth quarter for fiscal year 2022, with a 61% increase in revenue and a 57% increase in calculated billings year-over-year. The company's focus on its Zero Trust Exchange platform continues to drive demand, despite an uncertain macroeconomic environment.

Revenue grew 61% year-over-year to $318.1 million.

Calculated billings grew 57% year-over-year to $520.4 million.

GAAP net loss was $97.7 million, compared to a net loss of $81.0 million year-over-year.

Non-GAAP net income was $36.4 million, compared to $20.3 million in the same period last year.

Total Revenue
$318M
Previous year: $197M
+61.4%
EPS
$0.25
Previous year: $0.14
+78.6%
Calculated Billings
$520M
Previous year: $332M
+56.6%
Gross Profit
$250M
Previous year: $152M
+64.7%
Cash and Equivalents
$1.01B
Previous year: $276M
+267.2%
Free Cash Flow
$74.8M
Previous year: $27.7M
+169.9%
Total Assets
$2.83B
Previous year: $2.26B
+25.5%

Zscaler

Zscaler

Forward Guidance

For the first quarter of fiscal 2023, Zscaler expects total revenue of $339 million to $341 million and non-GAAP income from operations of $37 million to $38 million. For the full year fiscal 2023, the company expects total revenue of approximately $1.49 billion to $1.50 billion and calculated billings of $1.92 billion to $1.94 billion.

Positive Outlook

  • Total revenue of $339 million to $341 million for Q1 2023.
  • Non-GAAP income from operations of $37 million to $38 million for Q1 2023.
  • Non-GAAP net income per share of approximately $0.26 for Q1 2023.
  • Total revenue of approximately $1.49 billion to $1.50 billion for FY 2023.
  • Calculated billings of $1.92 billion to $1.94 billion for FY 2023.