Key Takeaways PANW's SASE business grew ARR 36% YoY in Q3 FY25, more than double the overall market growth. Prisma Access Browser drove one-third of seats sold, with 3M licenses sold since acquiring Talon. PANW added 6,000 SASE customers, with 40% of Q3 additions being net new to the company.Palo Alto Networks (PANW) is showing robust growth in Secure Access Service Edge (SASE), its cloud-based network security offering. In the third quarter of fiscal 2025, SASE was its fastest-growing business, with the ...

Zscaler, Inc. (NASDAQ:ZS) Bank of America 2025 Global Technology Conference June 5, 2025 10:50 AM ET Company Participants Jagtar Singh Chaudhry - Co-Founder, CEO & Chairman of the Board Conference Call Participants Unidentified Analyst So I'm happy to host today for keynote, Jay Chaudhry we -- here we go. [indiscernible] you should learn from her also. So as I start with all our companies, I kind of discuss what investors are asking us about, just to set the framework for the discussion, I'll do it very qui ...

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 ...

Zscaler (ZS) reported third-quarter fiscal 2025 non-GAAP earnings of 84 cents per share, which beat the Zacks Consensus Estimate by 12%. Moreover, the bottom line increased 18.3% year over year, driven by higher revenues and efficient cost management.ZS’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 18.7%.Zscaler’s third-quarter fiscal 2025 revenues of $678 million beat the Zacks Consensus Estimate by 1.8% and exceeded management’s guidance of $ ...

ResMed Inc. (NYSE:RMD) Q3 2025 Earnings Conference Call April 23, 2025 4:30 PM ET Company Participants Mick Farrell - Chairman & Chief Executive Officer Salli Schwartz - Chief Investor Relations Officer Brett Sandercock - Chief Financial Officer Conference Call Participants Lyanne Harrison - Bank of America Margaret Kaczor - William Blair Davin Thillainathan - Goldman Sachs Anthony Petrone - Mizuho Group David Low - JPMorgan Saul Hadassin - Barrenjoey Dan Hurren - MST Matt Taylor - Jefferies Steve Wheen - J ...

编译 | 华尔街大事件 Zscaler( NASDAQ： ZS ) 的股价在过去六个月中呈上涨趋势，这似乎主要是受市场情绪和其他因素的推 动。该公司第二季度净客户增加量表现强劲，且账单增长继续 加速。不过，领先指标看起来疲软， Zscaler 第二季度的营收超出预期是几年来最低的。 Zscaler 的短期前景正在恶化。尽管人们对销售人员生产率的乐观情绪日益高涨，但情况确实如此。虽 然该股对长期投资者来说可能价格合理，但在需求环境恶化的情况下预期上升是一个不利因素。 然而，未来几年将至关重要。虽然 Zscaler 继续推广其真正的零信任理念，但竞争对手在 SASE 市场取 得了巨大成功。Zscaler 能否在未来几年利用设备更新周期，可能是对该公司架构以及客户如何看待它 的重要考验。 作者 | On the Pulse 零信任分支将分支机构与互联网分开，并在分支机构内对 OT 设备进行细分。Zscaler 认为这是一种更 简单、更有效的解决方案，据报道，早期人们对它的兴趣很浓厚。零信任分支似乎是一种高价值的解决 方案，随着时间的推移，可能会成为 Zscaler 业务的重要贡献者。例如，最近向一家全球 2000 ...

Zscaler, Inc. (NASDAQ:ZS) Q2 2025 Earnings Conference Call March 5, 2025 4:30 PM ET Company Participants Ashwin Kesireddy - VP, IR and Strategic Finance Jay Chaudhry - Chairman and CEO Remo Canessa - CFO Conference Call Participants Saket Kalia - Barclays Brad Zelnick - Deutsche Bank Mike Cikos - Needham Shrenik Kothari - Baird Roger Boyd - UBS Brian Essex - JPMorgan Gregg Moskowitz - Mizuho Fatima Boolani - Citigroup Joseph Gallo - Jefferies Matt Hedberg - RBC Capital Markets Joshua Tilton - Wolfe Research ...

Zscaler (ZS) 2024 Investor Day June 12, 2024 07:00 AM ET Speaker0 Good morning, everyone. Welcome to the Investors Innovation Briefing at Zenith Live twenty four. Before we begin, I'll request you to look at our Safe Harbor statements. We got a great line of speakers today for you. We'll start with Jay Chaudhry, Founder, CEO and Chairman of Zscaler. Jay will talk about our expanding platform and the opportunities that it's creating for us, followed by Shyam Nair, our CTO. Shyam will talk about some of the A ...