NASDAQ$ZS
Zscaler Inc · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
Delivered strong results driven by continued demand for Zero Trust security platform.
Zscaler reported strong second quarter fiscal year 2022 financial results, with revenue growing 63% year-over-year to $255.6 million and calculated billings growing 59% year-over-year to $367.7 million. The company's year-over-year revenue growth rate reached its highest level in three years, surpassing $1 billion in annualized revenue.
- Revenue grew 63% year-over-year to $255.6 million.
- Calculated billings grew 59% year-over-year to $367.7 million.
- Deferred revenue grew 70% year-over-year to $759.9 million.
- GAAP net loss was $100.4 million compared to $67.5 million in the second quarter of fiscal 2021.
Headline financials
Revenue & EPS history
Zscaler · Revenue · Quarterly
$256M
Forward guidance
For the third quarter of fiscal 2022, Zscaler expects total revenue of $270 million to $272 million and non-GAAP net income per share of approximately $0.10 to $0.11. For the full year fiscal 2022, the company expects total revenue of $1.045 billion to $1.05 billion and calculated billings of $1.365 billion to $1.37 billion.
Tailwinds
- Total revenue of $270 million to $272 million for Q3 2022
- Non-GAAP income from operations of $19 million to $20 million for Q3 2022
- Non-GAAP net income per share of approximately $0.10 to $0.11 for Q3 2022
- Total revenue of $1.045 billion to $1.05 billion for FY 2022
- Calculated billings of $1.365 billion to $1.37 billion for FY 2022
Headwinds
- Non-GAAP income from operations of $95 million to $98 million for FY 2022
- Non-GAAP net income per share of $0.54 to $0.56 for FY 2022
- Forward-looking statements are subject to risks and uncertainties.
- Actual results may differ materially from statements made in the press release.
- The duration and global impact of COVID-19 could affect business, operations, and financial results.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2022
+2.0%
Avg return
Earnings day
+2.0%
Avg return
5 days after
+2.6%
Avg return
30 days after
41%
13 / 32 earnings
Positive
+31.6%
Q3 2020
Best reaction
-21.4%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | — | — | — | |
| Q2 2026 | -3.0% | -6.7% | -20.4% | |
| Q1 2026 | -6.8% | -16.0% | -20.4% | |
| Q4 2025 | -1.5% | +2.6% | +11.2% | |
| Q3 2025 | +10.0% | +18.2% | +25.6% | |
| Q2 2025 | +2.9% | +1.5% | -11.1% | |
| Q1 2025 | -3.8% | +2.6% | -12.7% | |
| Q4 2024 | -21.4% | -21.6% | -15.2% | |
| Q3 2024 | +3.4% | +2.9% | +16.9% | |
| Q2 2024 | -7.6% | -13.0% | -18.8% | |
| Q1 2024 | +0.4% | +2.6% | +16.5% | |
| Q4 2023 | -0.0% | +1.5% | -3.2% | |
| Q3 2023 | +5.1% | +12.9% | +8.0% | |
| Q2 2023 | -7.2% | -8.2% | -9.0% | |
| Q1 2023 | -3.3% | -13.1% | -16.1% | |
| Q4 2022 | +27.3% | +22.7% | +15.2% | |
| Q3 2022 | +20.7% | +15.5% | +28.8% | |
| Q2 2022 | -7.3% | +3.5% | -3.8% | |
| Q1 2022 | -10.6% | -12.0% | -8.8% | |
| Q4 2021 | -3.6% | -1.7% | -5.0% | |
| Q3 2021 | +11.4% | +11.4% | +25.9% | |
| Q2 2021 | -1.3% | -2.5% | -18.3% | |
| Q1 2021 | +22.4% | +17.4% | +31.7% | |
| Q4 2020 | -0.4% | -2.3% | +14.1% | |
| Q3 2020 | +31.6% | +42.5% | +42.2% | |
| Q2 2020 | -16.4% | -22.6% | -17.7% | |
| Q1 2020 | -2.4% | -8.6% | -7.3% | |
| Q4 2019 | -19.9% | -23.4% | -23.7% | |
| Q3 2019 | -3.5% | +1.1% | +7.7% | |
| Q2 2019 | +19.4% | +13.4% | +39.8% | |
| Q1 2019 | +9.9% | +3.2% | +0.5% | |
| Q4 2018 | -5.4% | +3.4% | -16.3% | |
| Q3 2018 | +25.4% | +36.9% | +26.2% | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — | |
| Q4 2017 | — | — | — | |
| Q3 2017 | — | — | — | |
| Q2 2016 | — | — | — | |
| Q1 2016 | — | — | — | |
| Q4 2016 | — | — | — | |
| Q3 2016 | — | — | — |
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