Don't Overlook Zscaler (ZS) International Revenue Trends While Assessing the Stock

Core Insights - Zscaler's international revenue performance is crucial for assessing its financial resilience and growth prospects [1][2] - The company's total revenue for the quarter was $788.11 million, reflecting a year-over-year increase of 25.5% [4] International Revenue Breakdown - Other International generated $28.2 million, accounting for 3.6% of total revenue, slightly exceeding Wall Street's projection of $28.12 million [5] - Asia Pacific contributed $120.45 million, representing 15.3% of total revenue, which was below the expected $122.58 million [6] - Europe, Middle East and Africa accounted for $212.33 million, or 26.9% of total revenue, falling short of the anticipated $229.37 million [7] Future Revenue Projections - Analysts project Zscaler's revenue for the ongoing fiscal quarter to be $798.08 million, a 23.2% increase year-over-year, with contributions from Other International, Asia Pacific, and Europe expected to be $28.53 million, $124.88 million, and $233.64 million respectively [8] - For the full year, total revenue is projected at $3.29 billion, indicating a 23.1% rise from the previous year, with regional contributions expected to be $118.22 million from Other International, $518.12 million from Asia Pacific, and $968.28 million from Europe, Middle East and Africa [9] Conclusion on International Market Involvement - Zscaler's reliance on global markets presents both opportunities and challenges, making the analysis of international revenue trends essential for forecasting future performance [10] - Changes in earnings outlook significantly influence stock price performance, with upward revisions typically leading to stock price increases [11]