Key Takeaways Zscaler saw 70% YoY growth in ZDX Advanced Plus bookings after launching ZDX Copilot. SecOps annual contract value jumped 120% YoY with agentic operations across multiple security modules. New Growth Categories, including Agentic Operations, now generate $1B in ARR out of Zscaler's $2.9B total.Zscaler’s (ZS) agentic operations are experiencing massive growth in information technology operations (ITOps) and Security Operations (SecOps). In the ITOps business, Zscaler rolled out ZDX Copilot as ...

Key Takeaways CYBR is expanding in identity security with AI-driven innovations. Recent buyouts of Venafi and Zilla Security boost CYBR's machine identity and governance capabilities. PANW sees slowing revenue growth and shorter contracts, whereas CYBR posts stronger earnings momentum.Palo Alto Networks (PANW) and CyberArk Software (CYBR) are both U.S.-based cybersecurity companies that specialize in protecting enterprises from evolving digital threats. While Palo Alto focuses broadly on next-gen firewall ...

Akamai (AKAM) FY Conference June 05, 2025 11:40 AM ET Speaker0 Excellent. Hello, everyone, and thank you for joining us for our Growth Stock Conference and today's session with Akamai. My name is Jonathan Hoenn. I'm the cybersecurity analyst for William Blair and Company. Our speaker today is Ed McGowan, who is the chief financial officer of the company and has been with Akamai and is with Akamai. Before we begin, I'm required to inform you that a complete list of research disclosures or conflicts of intere ...

Zscaler (ZS) 2025 Conference June 05, 2025 10:50 AM ET Speaker0 So I'm happy to host today for keynote Jay Chondri. Here we go. Tomer, you should learn from her also. So as I start with Speaker1 all our Speaker0 companies, I kind of discuss what investors are asking us about just to set the framework for the discussion. I'll do it very quick. SASE remains an extremely hot space with very fast growth for most companies. There are new entrants though and the question is two things. Number one, how do you resp ...

Zscaler (ZS) Update / Briefing June 03, 2025 02:30 PM ET Speaker0 everyone. Apologize for the delay here. I would like to welcome you to Investor Relations Innovation Briefing at Zenith Live. We get started, please take moment to look at our safe harbor statements. Let's quickly go over the agenda after this. So we'll start off with some comments from Jay talking about the scale expansion. Jay, we'll have Adam will double into our SecOps strategy. After that, have special guest, Brian Byer, who is founder a ...

Advanced Security Solutions Extend Zero Trust Everywhere to Protect Data Across Branches, Multi-Cloud Environments, and Remote EnvironmentsLAS VEGAS, June 03, 2025 (GLOBE NEWSWIRE) -- Zenith Live Las Vegas — Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced a new suite of solutions that enable customers to quickly adopt Zero Trust Everywhere. These innovations extend the reach of true Zero Trust and enable businesses to modernize and scale securely by providing end-to-end segmentatio ...

Core Insights - Illumio Inc. has announced a strategic integration with NVIDIA to enhance security for critical infrastructure organizations and advance their Zero Trust posture [1][3] - The collaboration integrates NVIDIA BlueField networking platform with Illumio's breach containment platform, providing comprehensive security and operational efficiency across IT and Operational Technology (OT) environments [1][2] Integration Benefits - Organizations can deploy Illumio directly on NVIDIA BlueField, gaining visibility into network dependencies and precise security controls at both host and network levels [2][5] - The integration simplifies the protection of critical systems, ensuring operational continuity while meeting compliance requirements [2][3] - Future capabilities will include AI-driven insights from Illumio to identify risks and attacker patterns, enabling rapid threat detection in ICS and OT environments [2][3] Industry Context - The collaboration addresses rising threats and increased regulatory pressure globally to strengthen cyber resilience and reduce operational risk to OT infrastructure [3] - Illumio is recognized as a leader in The Forrester Wave™: Microsegmentation Solutions, Q3 2024, highlighting its role as a trusted vendor in the NVIDIA partner ecosystem [3][6] Key Features - Enhanced visibility and policy enforcement for traffic within and between IT and OT layers, allowing organizations to visualize all traffic to and from OT systems [5] - Rapid deployment of Zero Trust for critical infrastructure, reducing complexity and accelerating time to value while containing breaches [5] - Improved compliance and operational resilience through consistent microsegmentation across diverse environments without impacting system performance [5]

Zscaler Inc ZS reported better-than-expected third-quarter financial results after the market close on Thursday.Zscaler reported third-quarter revenue of $678.03 million, beating the consensus estimate of $666.86 million. The cybersecurity company reported adjusted earnings of 84 cents per share, beating analyst estimates of 75 cents per share, according to Benzinga Pro."We delivered outstanding third quarter results as an increasing number of customers adopt our expanding Zero Trust Exchange platform. We e ...

Zscaler (ZS) Q3 2025 Earnings Call May 29, 2025 04:30 PM ET Company Participants Ashwin Kesireddy - Vice President of Investor Relations & Strategic FinanceJay Chaudhry - CEO, Chairman & FounderRemo Canessa - CFOKevin Rubin - CFOBrad Zelnick - Managing DirectorSaket Kalia - Managing DirectorRoger Boyd - Executive DirectorShaul Eyal - Managing Director - Equity ResearchMichael Richards - Equity Research Senior AssociateGray Powell - Managing Director Conference Call Participants Ittai Kidron - MD & Senior An ...

Fiscal Q3 2025 Earnings Call May 2025 Safe Harbor Forward-Looking Statements Unless otherwise noted, all numbers presented will be on an adjusted, non-GAAP basis. Reconciliation of GAAP to non-GAAP financial measures is in the appendix of this presentation. This presentation has been prepared by Zscaler, Inc. ("Zscaler") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the prese ...