Zscaler零信任战略扩展 - 公司推出"Zero Trust Everywhere"战略，将零信任安全从用户扩展到云工作负载和分支机构[1] - 2025财年第三季度零信任客户达210家，环比增长60%，其中59%分支机构客户为新客户[2] - 目标2026财年末客户数超390家，为此推出Unified Appliance for Branch解决方案，简化分支基础设施[2] 产品进展与客户案例 - 季度内签订七位数年合同金额的云工作负载保护大单，金融服务客户用于内部流量安全[3] - 在Zenith Live 2025发布两款新产品：AWS云原生的Zero Trust Gateway（10分钟内完成部署）和AI驱动的Zscaler Microsegmentation[3][4] - 新产品采用主机级微细分策略，支持AWS和Microsoft Azure等公有云[4] 财务与估值表现 - 股价年内上涨73%，远超行业22.7%的涨幅[9] - 前瞻市销率15.34倍，略高于行业平均14.79倍[12] - 2025财年盈利预期同比降0.31%，2026财年预期增12.01%，近期盈利预测获上调[15] 竞争格局 - Palo Alto Networks季度新增90个平台客户，Cortex平台客户数增长近3倍[7] - SentinelOne年经常性收入同比增长24%，受AI平台Singularity和Purple AI推动[8]

Advanced Security Solutions Extend Zero Trust Everywhere to Protect Data Across Branches, Multi-Cloud Environments, and Remote EnvironmentsLAS VEGAS, June 03, 2025 (GLOBE NEWSWIRE) -- Zenith Live Las Vegas — Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced a new suite of solutions that enable customers to quickly adopt Zero Trust Everywhere. These innovations extend the reach of true Zero Trust and enable businesses to modernize and scale securely by providing end-to-end segmentatio ...