capital · May 17, 2026
Zscaler Notes Increased Short-Term Churn Pressure from Red Canary Acquisition
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Zscaler highlighted acquisition integration risks including short-term churn pressure from Red Canary in recent investor commentary dated around May 17, 2026. Red Canary MDR business churn exceeds Zscaler's typical rates following the February 2026 team integration. Zscaler achieved 26% growth and Rule-of-62 margins in the period. Analysts referenced the Red Canary deal alongside AI security catalysts and competitive positioning versus Palo Alto Networks and Cloudflare.
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