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
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)