Company Overview - Zscaler is on track to achieve $3 billion in annual recurring revenue (ARR) by the end of Q4 FY2025, which concludes in July 2025 [1] - The company is expected to continue its growth trajectory towards reaching $5 billion in ARR [1] Analyst Background - Royston Roche, an analyst with over a decade of experience in capital markets, has a background working with major financial institutions such as BNY Mellon and Deutsche Bank [1] - Roche is recognized for his fair analysis of stocks and specializes in fundamental analysis, employing a buy-and-hold investment strategy [1] - He holds an MBA in Finance from ICFAI University and an IMC from CFA UK [1]

Group 1 - Cloudflare (NYSE: NET) is recognized as a leading cloud stock with strong revenue growth and improving key metrics [1] - The company secured its largest contract for the Workers developer platform in Q1 2025, marking a significant milestone [1] Group 2 - Royston Roche, with over a decade of experience in capital markets, has a background working with major financial institutions and investment firms [1] - Roche is known for his fundamental analysis expertise and employs a buy-and-hold investment strategy [1]