Zscaler CEO: AI can't replace mission-critical traffic inspection requiring 100% reliability.
ByAinvest
Wednesday, Mar 25, 2026 5:00 am ET1min read
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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%.
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