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Jul 31, 2024

Zscaler Q4 2024 Earnings Report

Zscaler's Q4 2024 financial results exceeded expectations, demonstrating strong growth and customer adoption.

Key Takeaways

Zscaler reported strong Q4 results, with revenue growing 30% year-over-year to $592.9 million and calculated billings increasing 27% year-over-year to $910.8 million. The company achieved a non-GAAP net income of $140.6 million, compared to $100.9 million in the same quarter last year. Zscaler's cloud platform surpassed over half a trillion transactions daily, marking a significant milestone.

Revenue increased by 30% year-over-year, reaching $592.9 million.

Calculated billings grew by 27% year-over-year, totaling $910.8 million.

Non-GAAP net income was $140.6 million, compared to $100.9 million in the fourth quarter of fiscal 2023.

The cloud platform surpassed half a trillion daily transactions.

Total Revenue
$593M
Previous year: $455M
+30.3%
EPS
$0.88
Previous year: $0.64
+37.5%
Calculated Billings
$911M
Previous year: $719M
+26.6%
Gross Profit
$463M
Previous year: $352M
+31.3%
Cash and Equivalents
$1.42B
Previous year: $1.26B
+12.7%
Free Cash Flow
$136M
Previous year: $101M
+34.5%
Total Assets
$4.7B
Previous year: $3.61B
+30.4%

Zscaler

Zscaler

Forward Guidance

For the first quarter of fiscal 2025, Zscaler expects revenue of $604 million to $606 million and non-GAAP net income per share of approximately $0.62 to $0.63. For the full year fiscal 2025, the company expects revenue of approximately $2.60 billion to $2.62 billion and non-GAAP net income per share of $2.81 to $2.87.

Positive Outlook

  • Revenue of $604 million to $606 million for Q1 2025.
  • Non-GAAP income from operations of $114 million to $116 million for Q1 2025.
  • Non-GAAP net income per share of approximately $0.62 to $0.63 for Q1 2025.
  • Revenue of approximately $2.60 billion to $2.62 billion for fiscal year 2025.
  • Non-GAAP net income per share of $2.81 to $2.87 for fiscal year 2025.