Zscaler, Inc. (NASDAQ: ZS) is a leading entity in the cloud security domain, offering robust solutions that enable businesses to securely connect users to their applications and data. Operating in a fiercely competitive environment, Zscaler stands out with its innovative approaches, competing closely with giants like Palo Alto Networks and Fortinet. On September 4, 2025, an analysis by Kingsley Crane from Canaccord Genuity highlighted the company's potential, setting a price target of $340 for ZS, which imp ...

Shares of Zscaler (NASDAQ: ZS) are 2.9% lower to trade at $266.49 this morning, paring premarket gains despite the company inching past earnings and revenue estimates with $0.89 per share on $719.23 million in revenue. The cloud security leader delivered a strong fourth quarter, with continued growth stemming from its AI-powered model, though the fallout from a recent data breach may be spoiling its post-earnings momentum.If today's dip holds, it would extend the equity's slide to three consecutive sessions ...

Tuesday, September 2, 2025It was a noisy day where market participants fought conflicting impulses today. Is U.S. tariff policy illegal? What will happen to the already collected revenues if it is? Stock markets sold on this new “risk off” attitude, booking profits made most of the way through the month of August. We kick off the historically weak trading month of September with the Dow closing -0.55%, the S&P 500 -0.69% and the Nasdaq -0.60%.Goldman Sachs (GS) was the worst-performing stock on the Dow inde ...

Core Insights - Zscaler achieved a significant milestone with over $3 billion in Annual Recurring Revenue (ARR) and the highest operating margin in a quarter, driven by demand for its Zero Trust and AI security solutions [3][6][11] - The company reported a 21% year-over-year revenue growth to $719.2 million for Q4 fiscal 2025, with a 22% increase in ARR to $3.015 billion [6][7] - Zscaler's calculated billings grew by 32% year-over-year to $1.202 billion, and deferred revenue increased by 30% to $2.468 billion [6][7] Financial Highlights for Q4 Fiscal 2025 - Revenue reached $719.2 million, a 21% increase from the previous year [6][7] - GAAP net loss was $17.6 million, compared to a loss of $14.9 million in Q4 fiscal 2024, while non-GAAP net income was $146.7 million, up from $115.8 million [6][7] - Cash provided by operations was $250.6 million, representing 35% of revenue, with free cash flow of $171.9 million, or 24% of revenue [7][8] Full Year Fiscal 2025 Financial Highlights - Total revenue for the fiscal year was $2.673 billion, a 23% increase year-over-year [6][8] - GAAP net loss for the year was $41.5 million, an improvement from a loss of $57.7 million in fiscal 2024, while non-GAAP net income rose to $534.8 million from $414.6 million [6][8] - Cash provided by operations for the year was $972.5 million, or 36% of revenue, with free cash flow of $726.7 million, also 27% of revenue [8] Recent Business Developments - Zscaler acquired Red Canary to enhance its AI-driven threat intelligence and automation capabilities, aiming to improve cyber risk management [11] - The company launched AI-powered security innovations, including Zscaler AI Guard, to protect sensitive data and ensure regulatory compliance [11] - Zscaler published a report indicating a 146% increase in ransomware attacks, highlighting the need for a comprehensive Zero Trust strategy [11] Financial Outlook - For Q1 fiscal 2026, Zscaler expects revenue between $772 million and $774 million, with non-GAAP income from operations projected at $166 million to $168 million [10] - For the full year fiscal 2026, revenue is anticipated to be approximately $3.265 billion to $3.284 billion, with non-GAAP income from operations expected to be between $728 million and $736 million [10]

Qualys Enterprise TruRisk Platform - Qualys is transforming its focus to leverage risk analytics for desired business outcomes with the Qualys Enterprise TruRisk Platform[12] - The Qualys Enterprise TruRisk Platform offers comprehensive risk reduction by eliminating cyber risk, saving time, reducing MTTR, and consolidating the IT-security stack[19, 20] - The Qualys Enterprise TruRisk Platform provides a single view across the entire global hybrid-IT environment, consolidating the stack for better security outcomes, with no hardware to buy or manage[30] Market Opportunity and Customer Base - Qualys estimates its current total addressable market at $55 billion in CY2025E, expanding to $79 billion in CY2028E[34] - Qualys has a blue-chip global customer base, including over 10,000 subscription customers[36] - Qualys serves 72% of the Forbes Global 50, 55% of the Forbes Global 500, and 33% of the Forbes Global 2000[36] Financial Performance - Qualys' revenues grew from $490 million in 2022 to $608 million in 2024, with a 11% CAGR[44] - Adjusted EBITDA increased from $219 million in 2022 to $283 million in 2024, representing a 14% CAGR[44] - The Adjusted EBITDA margin was 47% in 2024[44] - Free cash flow was $232 million in 2024, with a free cash flow margin of 38%[49]

智通财经APP获悉，专注于提供身份验证和访问管理解决方案的云安全公司Okta(OKTA.US)周三盘前下 跌12%，在此之前，由于投资者"预期过高"，该公司公布了被视为谨慎的业绩指引。 摩根士丹利维持对Okta的"增持"评级，目标价为123美元。 富国银行重申对Okta的"持有"评级，目标价为110美元。 以Andrew Nowinski为首的富国银行分析师表示，尽管Okta第一季度业绩稳健，但其股价仍下跌，因为 该公司第二季度业绩指引较为保守，远低于市场预期。 分析师们补充称，由于订阅营收增长持续放缓，他们重申了对Okta的"持有"评级。 杰富瑞维持对Okta的"持有"评级，但将目标价从135美元下调至130美元。 杰富瑞分析师Joseph Gallo及其团队表示，Okta取得了"健康的业绩"，当前剩余履约义务(cRPO)同比增 长14%，比预期中值高出 2%，但没有达到"投资者的高预期"，即同比增长约15%。 分析师们补充说，第二财季的cRPO指引比市场预期低了1%，并意外地暗示Okta上市以来第二季度首次 出现环比下滑。积极的一面是，Okta利润率超预期，并将2026财年自由现金流(FCF)指引上调1个 ...

智通财经5月28日电，云安全公司Okta美股盘前跌超12%，公司业绩指引不及预期。 ...

Core Viewpoint - Zscaler, Inc. will host an innovations briefing for investors on June 3, 2025, during its Zenith Live 2025 event in Las Vegas, Nevada [1][2]. Group 1: Event Details - The innovations briefing is scheduled to start at 11:30 a.m. PT and conclude before 2:00 p.m. PT [2]. - A live webcast and replay of the briefing will be available on the Investor Relations section of the Zscaler website [2]. Group 2: Company Overview - Zscaler is a leader in cloud security, focusing on accelerating digital transformation for customers to enhance agility, efficiency, resilience, and security [3]. - The Zscaler Zero Trust Exchange™ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications globally [3]. - The platform is distributed across more than 150 data centers worldwide, making it the largest in-line cloud security platform based on SASE [3].

Core Insights - Zscaler, Inc. has appointed Raj Judge as Executive Vice President of Corporate Strategy and Ventures, aiming to drive the company's growth strategy towards achieving $5 billion in Annual Recurring Revenue (ARR) and beyond [1][3] Company Overview - Zscaler is a leader in cloud security, providing a Zero Trust Exchange that protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications globally [5] Leadership Appointment - Raj Judge brings over 25 years of experience in the tech legal and venture capital sectors, having previously served as Senior Partner and Co-Chair at Wilson Sonsini [2] - Judge's expertise in corporate strategy and investment is expected to significantly impact Zscaler's growth and innovation agenda [3] - The appointment reflects Zscaler's commitment to advancing its corporate strategy and long-term vision [3] Strategic Goals - Judge will focus on key growth and investment opportunities, working closely with stakeholders to accelerate innovation and broaden Zscaler's platform for its customers [3][4]

Core Viewpoint - Zscaler, Inc. is set to release its third quarter fiscal year 2025 earnings on May 29, 2025, after market close, followed by an investor conference call to discuss the results [1]. Group 1: Earnings Release Details - The earnings report will be released after the market closes on Thursday, May 29, 2025 [1]. - An investor conference call is scheduled for 1:30 p.m. Pacific time (4:30 p.m. Eastern time) on the same day [1][2]. - A live webcast of the conference call will be available on the Zscaler website [2]. Group 2: Company Overview - Zscaler is a leader in cloud security, facilitating digital transformation for customers to enhance agility, efficiency, resilience, and security [3]. - The Zscaler Zero Trust Exchange™ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications globally [3]. - The platform is distributed across more than 150 data centers worldwide, making it the largest in-line cloud security platform based on SASE [3].