Zscaler Investor Innovations Briefing - Zenith Live 2024 Wednesday, June 12, 2024 10:15 a.m. PT (1:15 p.m. ET) A live webcast and replay will be available on the Investor Relations section of the Zscaler website at https://ir.zscaler.com. Zscaler (NASDAQ:ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and app ...

会议主要讨论的核心内容 - 公司在上一个季度的业绩表现出色,超出预期,体现了公司在市场上的竞争优势 [4][5][6][7] - 公司正在进行销售团队的转型,引进了新的领导层,这对短期业绩会产生一定影响,但长期来看有利于公司深入客户账户,提升销售能力 [6][7][9][11] - 公司的Zero Trust SASE解决方案与传统防火墙和VPN方案相比具有架构上的优势,能更好地满足客户的安全需求 [15][16][20][21][23][24] - 公司正在不断拓展产品线,从最初的网关和远程接入,扩展到工作负载保护、分支机构Zero Trust、数据安全等多个领域,持续扩大市场机会 [26][27][28][29][30] - 公司面临的一个挑战是,市场上仍有一些客户对Zero Trust概念理解不足,公司需要加强教育和推广 [31][32][33][34] - 公司在云安全和数据安全等新兴领域也有较强的技术实力和产品布局,与一些新兴厂商形成差异化竞争 [43][44][46][47] 问答环节重要的提问和回答 问题1 **Tal Liani 提问** Fortinet等厂商在价格上相比Zscaler有优势,公司如何应对这种价格竞争? [19] **Steven House 回答** 公司的Zero Trust SASE架构与传统防火墙和VPN方案有本质差异,能更好地满足大型企业客户的安全需求,因此价格不是最关键的因素,客户更看重技术架构的优势 [20][21] 问题2 **Tal Liani 提问** 公司之前只提供SSE,后来增加了SD-WAN,这对公司来说有多重要? [22] **Steven House 回答** 长期来看,客户更倾向于采用单一供应商的SASE解决方案,公司的Zero Trust SD-WAN能与SSE形成一体化,满足客户需求,这对公司来说非常重要 [23][24] 问题3 **Tal Liani 提问** 公司在云安全和数据安全等新兴领域的布局如何,与竞争对手相比的优势在哪里? [42][45] **Steven House 回答** 公司在云工作负载保护、数据安全管理等方面有自己的独特方法,能与CNAPP等传统厂商形成差异化竞争,更好地满足客户需求 [46][47]

Zscaler, Inc. (NASDAQ:ZS) Bank of America Global Technology Conference June 5, 2024 12:20 PM ET Company Participants Steven House - SVP, Product Management Remo Caness - CFO Steve House, welcome. First of all, I think it's the first time I'm hosting you for one of these sessions. And Remo, I've hoped you many times. We have a lot of cybersecurity companies today. And maybe before we start, Steve, just before -- because it's the first time you're here at our conference, maybe you can present yourself in your ...

Though they popped 15% in the immediate aftermath of last week's earnings, shares of Zscaler Inc. NASDAQ: ZS have been quickly retracing their steps. The fact they're only marginally above the level where they were trading going into last week's fiscal Q3 release will be frustrating for investors, especially as the results were good. Zscaler Today ZS Zscaler $168.00 -1.02 (-0.60%) 52-Week Range $131.59 ▼ $259.61 Key Points They're also taking definitive steps to maintain this momentum in the quarters ahead. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Zscaler. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Cyber risks are growing, and that spells opportunity for cybersecurity giant Zscaler. According to Cybersecurity Ventures, cybercrime will cost the global economy $9.5 trillion this year. Companies continue to shift more of their operations, sales channels, and valuable assets online using cloud computing, which makes them more vulnerable to attacks than ever before. Generative artificial intelligence (AI) enhances the cyber threat even further by empowering malicious actors with the ability to create reali ...

To this end, Zscaler's zero-trust solution assumes that anyone attempting access to a network is a threat. Users gain access through contextual factors such as one's device or location, the policies of a given business, and the user's identity. Also, part of identity is rank, meaning some users may gain a greater degree of access than others based on one's position in an organization. This limits the potential for harm should a hacker gain access to a network. In addition to zero trust, Zscaler offers numer ...

财务数据和关键指标变化 - 第三季度收入为5.53亿美元,同比增长32% [10] - 第三季度计算账单为6.28亿美元,同比增长30% [39] - 第三季度剩余履约义务(RPO)为38.24亿美元,同比增长27% [39] - 第三季度毛利率为81.4%,同比提升60个基点 [42] - 第三季度营业利润率达到22%,同比提升680个基点 [43] - 第三季度自由现金流率为22% [43] 各条业务线数据和关键指标变化 - 第三季度拥有超过100万美元ARR的客户达523家,同比增长31% [40] - 第三季度拥有超过500万美元ARR的客户超过50家 [10] - 第三季度12个月滚动客户净留存率为116% [40] 各个市场数据和关键指标变化 - 第三季度美洲市场占收入54%,EMEA市场占31%,APJ市场占15% [39] 公司战略和发展方向及行业竞争 - 公司持续推进Zero Trust Exchange平台创新,包括AI驱动的数字体验监控、数据安全态势管理、GenAI应用安全等 [12][13][16][17] - 通过收购Avalor和Airgap Networks,拓展到漏洞管理和内部网络零信任分段等新领域,进一步扩大市场机会 [13][14] - 公司正在向更加垂直化和账户中心化的销售模式转型,并持续加强销售团队建设 [33][34][48] - 公司看好Zero Trust架构在未来三十年内将主导安全市场,相比传统防火墙和VPN,Zero Trust架构能更好地应对云、移动和AI时代的安全挑战 [18][19][20] 管理层对经营环境和未来前景的评论 - 尽管宏观环境和客户审慎态度持续,但公司受益于客户对网络安全的高度关注,以及能够为客户带来明确成本节约的能力 [83][84] - 公司有信心通过持续创新和销售团队建设,抓住广阔的市场机会,实现从20亿美元到50亿美元ARR的目标 [35][48][49] 其他重要信息 - 公司将在6月举办Zenith Live用户大会,展示将Zero Trust与AI相结合的创新 [36] - 公司将参加6月5日在旧金山举行的美银美林全球科技大会 [8] 问答环节重要的提问和回答 问题1 **Matt Hedberg 提问** 询问公司在安全产品整合方面的优势 [52][53] **Jay Chaudhry 回答** 公司的Zero Trust架构和平台优势能够帮助客户实现安全产品整合和简化,并带来明确的成本节约 [54][55] 问题2 **Saket Kalia 提问** 询问公司如何应对专门针对SaaS的小型竞争对手 [56] **Jay Chaudhry 回答** 公司专注于大型企业市场,不太关注小型SaaS竞争对手,而是持续创新以保持领先地位 [57][58] 问题3 **Alex Henderson 提问** 询问公司销售团队人员流失的原因及应对措施 [60][61] **Jay Chaudhry 和 Remo Canessa 回答** 人员流失主要是由于COO离职引起的,但公司已经完成了新销售领导团队的建设,并正在加快销售人员招聘 [61][62][63]

Zscaler (ZS) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 35.38%. A quarter ago, it was expected that this cloudbased information security provider would post earnings of $0.58 per share when it actually produced earnings of $0.76, delivering a surprise of 31.03%. Over the last fou ...

| --- | --- | --- | --- | |------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | azscaler" | | | | | | | | | | Fiscal Q3 2024 Earnings Call | | | | | May 30, 2024 | | | | FORWARD-LOOKING STATEMENTS This presentation contains forward–looking statements. All statements of historical fact, including statements regarding our future firancial and operating performance, including our financial outbok for the fourth quarter of fiscal 2024, our planned products and upgrades, busine ...