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Added to YB: 2025-03-10

Pitch date: 2025-03-06

ZS [neutral]

Zscaler, Inc.

+15.3%

current return

Author Info

No bio for this author

Company Info

Zscaler, Inc. operates as a cloud security company worldwide. The company offers cyberthreat protection products, including Zscaler Internet Access, which provides threat protection, cloud sandbox, and cloud browser isolation; Zscaler Private Access solution that includes cyberthreat and data protection, application discovery, secure application access, application segmentation, application protection, reduced attack surface, and browser isolation; Zero Trust Firewall; Cloud Sandbox; and Zero Trust Browser.

Market Cap

$40.1B

Pitch Price

$204.93

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.1K

P/E

-955.42

EV/Sales

13.63

Sector

Software

Category

growth

Show full summary:
The Zero Trust Path - Zscaler and the Evolution of Enterprise Security

ZS (earnings overview): Zero Trust pioneer shifting from 'Exchange' to 'Everywhere'. Q2 rev $648M (+23% YoY), billings +18%. Expanding beyond internet traffic to all enterprise comms. 96% CXOs ready for 'branches like cafes'. AI security driving growth (50% of 7-figure deal). 115% net retention, 65% new ACV from upsells. Aiming to triple 'Zero Trust Everywhere' customers in 18 months.

Read full article (4 min)