Zscaler (ZS): FY26 Q4 earnings call, Sep 3, 2026

Thu, Sep 3Earnings callSpeaker-labelled transcriptZscaler

On its Sep 3, 2026 earnings call (FY26 Q4), Zscaler said 4 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 4 settled yes · our count agreed on 13 of 13

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Breach Yes66✓77%transcripts from the transcript model–
Tailwind Yes66✓56%transcripts from the transcript model–
Claude / Anthropic Yes11✓42%transcripts from the transcript model–
Google Yes11✓31%transcripts from the transcript model–
SquareX No00✓47%transcripts from the transcript model–
SPLX No00✓42%transcripts from the transcript model–
MCP No00✓42%transcripts from the transcript model–
Public Sector No00✓39%transcripts from the transcript model–
CrowdStrike No00✓20%transcripts from the transcript model–
Aston Martin No00✓16%transcripts from the transcript model–
Headwind No00✓16%transcripts from the transcript model–
Nvidia No00✓16%transcripts from the transcript model–
Wiz No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

6 matches for “Breach”; 3 quoted, at least 25 words apart.

Jay Chaudhrycompanyprepared

…against AI. This is leaving organizations exposed and likely leads to more breaches. Over the past few months, our team has conducted hundreds of frontier…

Jay Chaudhrycompanyprepared

…applications, AI models, and data invisible. An attacker, human or agent, cannot breach what it cannot reach. Second, how do we minimize the impact of…

Jay Chaudhrycompanyprepared

…plant by limiting lateral movement across the environment and therefore containing the breach. In another known user deal win, we closed a seven-figure upsell with…

Where the listed words were said

Jay Chaudhrycompany“Tailwind” · prepared

…adoption of our Zero Trust platform. AI is quickly becoming the largest tailwind we've ever seen, driving demand for our Zero Trust Everywhere data security…

Jay Chaudhrycompany“Claude / Anthropic” · prepared

…is now an imperative, and we are not alone in this belief. Anthropic published a white paper in late May encouraging adoption of a Zero…

Jay Chaudhrycompany“Google” · prepared

…This quarter, we extended the solution by offering a managed service through Google Cloud, which can be configured in under 10 minutes, reducing the deployment…

Agents: this page as TSV at /api/v1/appearances/zscaler:2026-09-03:earnings_call · words: /api/v1/brief?appearance=zscaler:2026-09-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP