Zscaler Increases AI Security Portfolio to Six Products Amid Growth

Zscaler (ZS) expanded its AI-security portfolio from one product to six, with security-for-AI bookings exceeding $100 million over the last 12 months. The company reported net-new annual recurring revenue (ARR) growth rising from 7% in fiscal 2025 to 17% in the fourth quarter of fiscal 2026. Customer interest in zero-trust architecture increased, with users growing from 300 to 950. Zscaler's initiatives, including the launch of Agentic SecOps and Z Flex, aim to drive future growth in AI security and zero trust, which is important for investors considering cybersecurity trends.