ZScaler CEO: We are hitting on all cylinders

Financial Performance - Zscaler's ARR growth year-over-year is 22% [2] - Zscaler is one of two pure-play SaaS security companies that have crossed $3 billion in ARR [3] - Zscaler's free cash flow is 27% [3] - Data security products exceeded $425 million ARR [6] - AI portfolio crossed a quarter of a billion dollars in ARR [12] Business Strategy & Market Focus - Zscaler is shifting focus from Billings to ARR, aligning with investor preference for SaaS security companies [4] - Zscaler is focused on solving customer problems and believes its guidance is good, with positive feedback from investors and analysts [5] - Zscaler's customer base is expanding, with Fortune 500 companies increasing from 40% to 45% and Global 2000 companies from 35% to 40% [6] - Zscaler's solutions help customers save money, addressing pressure on IT leaders to reduce costs [7] - Zscaler emphasizes a fully integrated comprehensive platform, eliminating legacy products rather than building on top of them [8][9][10] AI Security - AI security is becoming a bigger piece of Zscaler's business, with a portfolio including securing Gen AI public applications and private AI models [11][12] - Zscaler expects its AI portfolio to grow at a much faster pace [12]