Zscaler Details AI Security Growth and Agentic SecOps at Citi Event

Zscaler detailed broad sales and product momentum at Citi's 2026 Global TMT Conference, highlighting accelerating net new annual recurring revenue and conservative guidance for emerging offerings.

Net new ARR growth for Zscaler rebounded from essentially flat levels in 2024 to reach 17% by the fourth quarter of fiscal 2026, according to conference transcript data.

AI Security Bookings and Product Rollouts

Demand for specialized security capabilities has contributed to top-line metrics, with AI Security bookings surpassing $100 million over the trailing 12-month period. The segment recorded 50% sequential growth in the fourth quarter alone.

Building on this momentum, the company launched its Agentic SecOps platform in limited availability in June 2026 at the Zenith Live event. Zscaler is refining the software alongside an initial customer cohort before executing a broader commercial rollout.

Market Reaction and Financial Context

In the public markets, Zscaler Inc. (ZS) stock traded down 1.58% to $163.48, compared to its previous close of $166.10, as of September 10, 2026, according to Finnhub market data.

The conference appearance reflects how cybersecurity firms balance expansion in emerging AI defense categories with deliberate deployment strategies for new autonomous security tools.