Key Takeaways ZS Q3 revenues rose 23% to $678M, but gross margin fell 110 basis points to 80.3% year over year. New modules and Z-Flex deals boost ARR but bundle lower-margin offerings, affecting near-term profits. ZS still hit Rule of 52 with 24% revenue growth and 28% free cash flow margin for year-to-date FY25.Zscaler (ZS) reported strong results for its third quarter of fiscal 2025. The company’s revenues rose 23% year over year to $678 million. But one area to watch closely is non-GAAP gross margins. ...

Key Takeaways Venafi featured in 9 of CYBR's top 10 Q1 deals, boosting cross-sell momentum across identity security. A Fortune 100 firm and PDS Health expanded with Venafi, each signing six-figure machine identity deals. CYBR says machine identities now outnumber human ones 80:1, up from 45:1, expanding its $60B TAM.CyberArk (CYBR) is gaining traction in the fast-growing machine identity market. CyberArk’s acquisition of Venafi, a leader in machine identity management, is emerging as a key growth catalyst ...

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Matthew Pfau - SVP - Investor RelationsDavid Steinberg - Co-Founder, Chairman & Chief Executive OfficerChristopher Greiner - Chief Financial OfficerTerry Tillman - Managing DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsMatthew Swanson - Director - Equity ResearchJackson Ader - Managing DirectorKoji Ikeda - Director - Enterprise Software Equity Research Conference Call Participants Jason Kreyer - ...

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the ZETA First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. It is now my pleasure to introduce your host, Matt Vaugh, Senior Vice President of Investor Relations. Thank you, sir. You may begin. Speaker1 Thank you, operator. Hello, everyone, and thank you for joining us fo ...