Zscaler CEO says the company had an ‘exceptionally' strong quarter

Core Insights - The company reported a strong quarter with revenue growth of 26%, annual recurring revenue (ARR) growth of 26%, and remaining performance obligation (RPO) growth of 35% [1][2] - The free cash flow margin was notably high at 52%, indicating strong operational efficiency [2] - The company raised its annual guidance based on the strong performance of its organic business, which was the primary driver of the outperformance [3][5] Revenue and Growth Metrics - The company is among a select group of firms with an ARR of $3.3 billion or higher, achieving over 25% growth [2] - The organic business significantly contributed to the overall performance, with minimal impact from the Red Canary deal [4][5] Customer Acquisition and Product Offering - The company successfully acquired a substantial number of customers and is effectively selling AI security products, which are displacing multiple point products to reduce costs and complexity [3] - Customer satisfaction remains high, with the company performing well across all operational metrics [5]