Zscaler (NasdaqGS:ZS) FY 2026 Annual General Meeting January 12, 2026 04:00 PM ET Company ParticipantsJames McRitchie - StockholderJay Chaudhry - CEO and ChairmanRobert Schlossman - Chief Legal Officer and SecretaryOperatorGood day, everyone, and welcome to the Zscaler, Inc. annual meeting. At this time, I'd like to turn the floor over to Jay Chaudhry. Sir, please go ahead.Jay ChaudhryGood afternoon. I'm Jay Chaudhry, founder, CEO, and chairman of the board of directors of Zscaler, Inc., and it's a pleasure ...

Financial Data and Key Metrics Changes - The company reported significant changes in its financial metrics, including the election of directors and the ratification of its independent accounting firm, PricewaterhouseCoopers LLP, for the fiscal year ending July 31, 2026 [8][16] - The stockholders approved the compensation of the company's named executive officers and expressed a preference for annual advisory votes on executive compensation [16] Business Line Data and Key Metrics Changes - No specific data on individual business lines was provided in the meeting [1][2] Market Data and Key Metrics Changes - The meeting did not include detailed market data or metrics changes [1][2] Company Strategy and Development Direction and Industry Competition - The company faces governance challenges, as highlighted by a shareholder proposal advocating for annual elections of directors to enhance accountability and align with industry best practices [10][12] - The proposal emphasizes the need for improved governance structures to foster strategic agility and accountability in a competitive market [13] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [1][2] Other Important Information - The company has a classified board structure, which has been criticized for limiting shareholder accountability [10][12] - The meeting included a proposal for declassifying the board, which was opposed by the company's board of directors [14] Q&A Session All Questions and Answers Question: Shareholder proposal for annual elections - The shareholder, James McRitchie, urged support for the proposal to declassify the board, arguing it would enhance accountability and align with governance best practices [10][12] - The company's board unanimously recommended voting against the proposal, citing reasons outlined in the proxy statement [14]

Zscaler (NasdaqGS:ZS) FY 2026 Annual General Meeting January 12, 2026 04:00 PM ET Speaker4Good day, everyone, and welcome to the Zscaler, Inc. annual meeting. At this time, I'd like to turn the floor over to Jay Chaudhry. Sir, please go ahead.Speaker1Good afternoon. I'm Jay Chaudhry, founder, CEO, and chairman of the board of directors of Zscaler, Inc., and it's a pleasure to welcome you to Zscaler's annual meeting of stockholders. The meeting is now called to order. I will act as the chairperson of this me ...

Core Insights - Zscaler has appointed Dr. Swamy Kocherlakota as Executive Vice President of Agentic AI Security Engineering to address the evolving landscape of AI, which is transitioning from chatbots to autonomous agents that act as both users and applications [1][8] - The company aims to enhance its Zero Trust architecture to secure both human and machine identities, ensuring it remains a trusted security platform in the AI era [2][3] Company Strategy - Under Dr. Kocherlakota's leadership, Zscaler plans to accelerate the expansion of its Zero Trust Exchange™, which is already trusted by 45% of Fortune 500 organizations, to secure agentic workflows [2] - The focus will be on innovating deeper within the AI stack to provide necessary protections against new cyberthreats [2] Industry Context - The shift towards Agentic AI presents significant opportunities for automation and scale, but also introduces new risks that traditional security tools are unable to address [2] - Zscaler is positioned as a pioneer in Zero Trust security, claiming to have the necessary data and architecture to secure the AI era [3]

Once a poster child of the Zero Trust boom, Zscaler Inc (NASDAQ:ZS) is no longer trading like a market darling. The NASDAQ-100 cybersecurity stock is sitting roughly 30% below its all-time high, with the recent Death Cross underscoring how far sentiment has shifted from the days of premium, momentum-driven valuations.Track ZS stock here.That pullback alone puts Zscaler back on investor radar — but the timing complicates the story. As the stock weakens technically, the company is retooling its growth engine ...

Cybersecurity spending shows no signs of slowing as enterprises race to protect increasingly complex digital infrastructure from sophisticated threats. In addition to a steadily expanding addressable market, the cybersecurity sector is recession-resistant, making it attractive for growth investors in 2026. In this article, I have identified three top cybersecurity stocks you can buy for 2026. First is Broadcom (AVGO), a diversified infrastructure software powerhouse. Broadcom aims to combine enterprise s ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2: Stock Selection Criteria - Stocks are screened based on recent sell-offs, with a preference for those where insiders have purchased shares post-decline [1] - Professional background checks are conducted on insiders who buy shares after sell-offs [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - Trend lines are drawn in multicolor patterns to aid in analysis [1]

Core Insights - Zscaler, Inc. has appointed Sunil Frida as Chief Marketing Officer to enhance its leadership in the Zero Trust and AI security market [1][12] - Frida brings over 20 years of experience in scaling high-growth SaaS and cybersecurity organizations, previously serving at Crowdstrike [2] - The appointment aligns with Zscaler's ongoing innovation and expansion of its AI-powered Zero Trust Exchange™ platform, aimed at modernizing IT environments [3] Company Overview - Zscaler is recognized as a pioneer in Zero Trust security, focusing on customer success and innovation [4] - The company operates the world's largest in-line cloud security platform, protecting thousands of customers from cyberattacks and data loss [9] - Zscaler's Zero Trust Exchange™ platform connects users, devices, and applications securely across hybrid and cloud environments [9]

Zscaler Inc. (NASDAQ:ZS) ranks among the best AI stocks to buy according to analysts. On December 16, Mizuho upgraded Zscaler Inc. (NASDAQ:ZS) to Outperform, noting valuation support despite ongoing concerns about near-term growth prospects. According to analyst Gregg Moskowitz, Zscaler Inc. (NASDAQ:ZS) shares “have been very weak since reporting a very solid F1Q,” with the decrease attributed to “F2Q net new ARR guidance slightly lower than prior” and the lack of “a specific contribution from the recent R ...

Core Insights - The cybersecurity market is projected to grow at a steady CAGR of 13.8% from 2026 to 2034, making it a promising sector for investment [2] Company Summaries CrowdStrike - CrowdStrike offers a cloud-native platform called Falcon, which eliminates the need for on-site appliances, making it easier to scale and maintain [4] - The company serves over 30,000 subscription customers, including 70 of the Fortune 100, with 49% of customers adopting at least six modules [6] - Analysts expect CrowdStrike's revenue and adjusted EPS to grow at a CAGR of 22% and 17% from fiscal 2025 to fiscal 2028 [7] Zscaler - Zscaler specializes in "zero trust" services and does not require appliance installations, securing over 500 billion transactions daily [7] - The company plans to expand its enterprise and public sector deployments and enhance its AI-powered ZDX Copilot platform [9] - Analysts project Zscaler's revenue and adjusted EPS to grow at a CAGR of 21% and 18% from fiscal 2025 to fiscal 2028 [10] Palo Alto Networks - Palo Alto Networks serves over 70,000 enterprise customers globally and has three main platforms: Strata, Prisma, and Cortex [11] - The company is acquiring CyberArk for $25 billion and Chronosphere for $3.35 billion to enhance its capabilities [12][13] - Analysts expect Palo Alto's revenue and adjusted EPS to grow at a CAGR of 14% and 13% from fiscal 2025 to fiscal 2028, with potential for higher growth due to acquisitions [14]