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Zscaler CEO Jay Chaudhry: 'For every employee, there will be 50 to 100 AI agents'
Youtube· 2026-02-27 17:51
Welcome back. Shares of cloud security companies Zcaler sinking today despite solid earnings last night after the close. Joining us this morning is Zcaler CEO Jay Chaldry along with John Fort.Morning John. Morning Carl and uh good morning Jay. Good to see you.You beat on the top and bottom lines yesterday. Your revenue guide for the current quarter slightly ahead of estimates at the midpoint and yet your stock is down more than 14% at the moment supposedly because of annual recurring revenue concerns. At th ...