International Markets and Zscaler (ZS): A Deep Dive for Investors

Core Insights - Zscaler's international operations are crucial for understanding its financial resilience and growth potential [1][2] - The company's total revenue for the quarter ending April 2025 was $678.03 million, reflecting a 22.6% increase year-over-year [4] International Revenue Analysis - Europe, Middle East, and Africa contributed $203.02 million, accounting for 29.94% of total revenue, surpassing the consensus estimate by 1.11% [5] - Asia Pacific generated $107.35 million, representing 15.83% of total revenue, exceeding expectations by 4.08% [6] - Other International regions brought in $24.67 million, making up 3.64% of total revenue, also surpassing projections by 2.82% [7] Future Revenue Projections - Analysts project total revenue for the current fiscal quarter to reach $707.18 million, a 19.3% increase from the same quarter last year [8] - Expected contributions from international markets include $211.52 million from Europe, Middle East, and Africa (29.9%), $109.91 million from Asia Pacific (15.5%), and $25.52 million from Other International (3.6%) [8] - For the full year, total revenue is anticipated to be $2.65 billion, marking a 22.2% increase compared to the previous year [9] Stock Performance Insights - Zscaler's stock has appreciated by 19.6% over the past four weeks, outperforming the Zacks S&P 500 composite, which increased by 6.1% [13] - Over the last three months, Zscaler's shares rose by 32.1%, while the S&P 500 experienced a decline of 0.5% [13]