Zscaler (ZS): FY26 Q4 earnings call, Sep 3, 2026
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.
UpdatedMarkets
13 words · 4 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Breach | Yes | 6 | 6 | ✓ | 77%transcripts from the transcript model | – |
| Tailwind | Yes | 6 | 6 | ✓ | 56%transcripts from the transcript model | – |
| Claude / Anthropic | Yes | 1 | 1 | ✓ | 42%transcripts from the transcript model | – |
| Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | – | |
| SquareX | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| SPLX | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| MCP | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Public Sector | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| CrowdStrike | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Aston Martin | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Headwind | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Wiz | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Tailwind”; 5 quoted, at least 25 words apart.
…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…
…our ability to expand this offering significantly over time. Next, our leadership in data security is a powerful tailwind for our Security for AI business.
…don't think it's either/or, to be honest. We certainly are seeing strong tailwinds with respect to AI broadly, whether it's specific to Security for AI…
AI security is adding further tailwinds as well.
…as I mentioned, AI is very quickly becoming a strong and durable tailwind for the business. It is driving demand not just for Security for…
Where the listed words were said
…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…
…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…
…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