Zscaler CEO: AI can't replace mission-critical traffic inspection requiring 100% reliability.

Zscaler reported Q2 FY2026 revenue of $815.75M, up 26% YoY, with ARR reaching $3.36B growing 25% YoY. The company's CEO argues that AI agents proliferating across enterprises will multiply security threats requiring inspection, positioning AI expansion as a market growth driver. Enterprise AI usage surged 91% YoY across 3,400+ applications, with data transfers to AI and ML applications up 93%.