Contracts already committed, not just traded today. Puts against calls, sized by expiry.
8
▲ 14%
Oct 16
27d
▲ 5%
22
13
▲ 8%
Nov 20
62d
▲ 2%
208
19
0%
Feb 19
153d
0%
78
putscalls
Linked exposure
placeholder
No linked names measured for this ticker yet.
Earnings history
implied in pale · realized in full ink
3/8reports moved further than the options market had pricedtypically ±6.1% realized vs ±7.4% priced
Jul 28 '26±8.6%
▲ +4.54%×0.53
Jul 20 '26±8.6%
▲ +0.15%×0.02
May 27 '26±6.4%
▼ −3.67%×0.57
Apr 21 '26±8.4%
▲ +9.47%×1.12
Feb 3 '26±7.4%
▲ +10.01%×1.35
Oct 28 '25±6.4%
▲ +4.24%×0.66
Show older reports· 2›
Jul 29 '25±5.9%
▲ +12.20%×2.08
Apr 22 '25±7.2%
▲ +4.88%×0.67
2-quarter memory
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
ZWS kept 23.08% of Q2 FY2026 revenue as profit. Revenue +13.39% on Q1 FY2026, +10.46% on Q2 FY2025.
Revenue
$491M▲ +13.39% q/q
Gross profit
$288M▲ +40.09% q/q
58.72% margin
Cost of revenue
$203M▼ −10.78% q/q
Operating income
$152M▲ +85.51% q/q
31.02% margin
Operating expenses
$136M▲ +9.94% q/q
SG&A $120M
Other operating $17M
Pre-tax income
$150M▲ +95.19% q/q
Net income
$113M▲ +92.36% q/q
23.08% margin
Tax
$38M▲ +108.89% q/q
Other expense
$2M
Revenue$491M
Gross profit$288M58.72%
Operating income$152M31.02%
Pre-tax income$150M
Net income$113M23.08%
Cost of revenue
$203M · 41.28%
Operating expenses
$136M · 27.70%
Tax
$38M · 7.66%
Other expense leaves
$2M · 0.45%
Standardized lines from ZWS’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
FOMCrate decision1.8×up 13 of 24±2.2% vs ±1.3% · 24
GDPgross domestic product1.5×up 10 of 18±1.8% vs ±1.3% · 18
PCEpersonal income & outlays1.1×up 9 of 18±1.4% vs ±1.3% · 18
CPROFcorporate profits1.1×up 7 of 11±1.3% vs ±1.3% · 11
CPIconsumer prices1.0×up 3 of 9±1.2% vs ±1.3% · 9
PPIproducer prices0.8×up 4 of 9±1.0% vs ±1.3% · 9
NFPjobs report0.4×up 3 of 9±0.5% vs ±1.3% · 9
Past release days against ZWS’s ordinary ±1.3% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Intraday
▲ +0.55% since 9 AM
45.499 AM11 AM2 PM4 PM
45.645.846.046.07
High 46.07 at 4:00 pm ET, low 45.49 at 12:00 pm ET.