Financial Performance - Revenue for Fiscal Q2 2025 reached $648 million, a 23% year-over-year increase, exceeding the guidance of $633M - $635M [7] - Calculated billings for Q2 2025 were $743 million, representing an 18% year-over-year growth [7] - Calculated Current Billings were $711 million, a 19% year-over-year increase [7] - The company achieved a gross margin of 80.4% in Q2 2025, surpassing the guidance of approximately 80% [7] - Operating profit for Q2 2025 was $140 million, resulting in a 21.7% margin, exceeding the guidance of $126M - $128M which was ~20% margin [7] - Earnings per share (EPS) for Q2 2025 was $0.78, a 24% year-over-year increase, exceeding the guidance of $0.68 - $0.69 [7] - Free cash flow for Q2 2025 was $143 million, resulting in a 22% margin [7] Business Growth - Remaining Performance Obligations (RPO) exceeded $4.6 billion, with a 28% year-over-year growth [10] - Annual Recurring Revenue (ARR) reached $2.7 billion, with a 23% year-over-year growth [10] - The number of customers with over $1 million in ARR increased by 25% year-over-year, reaching 620 [10] Future Outlook - The company increased its FY25 revenue guidance to $2.640B - $2.654B, representing approximately 22% year-over-year growth [43]
Zscaler(ZS) - 2025 Q2 - Earnings Call Presentation