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Zscaler CEO Jay Chaudhry at Citi Conference: AI Security Bookings Exceed $100M, New ARR Growth Rises to 17% Amid Surging Zero-Trust Demand
Zscaler (NASDAQ:ZS) CEO and Founder Jay Chaudhry stated at Citi's TMT Conference that the company's AI security bookings surpassed $100 million over the past 12 months, with net-new annual recurring revenue (ARR) growth increasing from 7% in fiscal 2025 to 17% in the fourth quarter of fiscal 2026. He highlighted the acceleration in AI security and zero-trust demand, noting that Zscaler expanded its AI-security portfolio from one to six products and saw customers using Zero Trust Everywhere grow from 300 to 950. The company also reported record million-dollar deals, pipeline, and sales productivity.
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