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Zscaler, Inc. (ZS) is Attracting Investor Attention: Here is What You Should Know
Zacks Investment Research· 2024-03-07 23:05
Zscaler股价表现 - Zscaler是近期Zacks.com访问者最关注的股票之一,其股价表现受到市场关注[1] - 过去一个月,Zscaler的股价下跌了17.3%,而标普500指数上涨了3.2%。Zscaler所属的互联网服务行业在此期间下跌了7.8%[2] 公允价值与盈利预期 - Zacks更注重评估公司盈利预期的变化,因为他们认为股票的公允价值取决于未来盈利的现值[3] - 分析显示,当公司的盈利预期上升时,股票的公允价值也会上升,投资者倾向于购买股票,从而推动股价上涨[4]
Zscaler (ZS) Reports Q2 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-03-07 09:31
财务表现 - Zscaler(ZS)报告了截至2024年1月的季度收入为5.25亿美元,同比增长35.5%[1] - 每股收益为0.76美元,与一年前的0.37美元相比有所增长[1] - 公司报告的收入与Zacks共识估计的5.0756亿美元相比,出乎意料地高出3.44%[2] - 每股收益的惊喜为+31.03%,共识每股收益估计为0.58美元[2] 业绩指标 - 计费额为6.276亿美元,高于平均10位分析师估计的6.2161亿美元[5] - 剩余履约义务为36.1亿美元,低于平均三位分析师估计的36.5亿美元[6] - 美元基净保留率为117%,低于两位分析师平均估计的123.9%[6] - 直接客户收入为4.441亿美元,高于两位分析师平均估计的4.136亿美元[7] - 渠道合作伙伴收入为4.8059亿美元,高于两位分析师平均估计的4.6465亿美元[8] 股票表现 - Zscaler股票在过去一个月中回报率为-12.1%,低于Zacks标普500综合指数的+2.9%变化[9] - 目前股票具有Zacks排名2(买入),表明在短期内可能会跑赢更广泛的市场[9]
Zscaler(ZS) - 2024 Q2 - Quarterly Report
2024-03-07 05:11
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________ _____________________________________ ___________________________________________________ FORM 10-Q _____________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2024 OR and uncertainty regarding compliance approaches TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURIT ...
Zscaler, Inc. (ZS) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-07 03:51
公司业务 - 公司CEO Jay Chaudhry表示,目前没有出现网络安全支出疲劳,风险比六个月或十二个月前更高,每位CIO和CISO都对此感到紧张[5] - Zscaler的平台能够整合多种产品,节省成本,客户希望有几个能够相互连接的最佳平台[7] - Zscaler的解决方案能够在安全和网络方面实现巨大的成本节省,替代了许多点产品[9] - Zscaler的解决方案可以直接连接到云端,节省网络成本,避免了在数据中心升级路由器、防火墙和交换机的费用[10] - 公司专注于大型企业客户,因为这些客户更了解功能的深度和广度,以及网络安全的重要性[31] 市场机会 - 安全网关市场规模约为40亿至50亿美元,Zscaler在该领域占据主导地位[11] - 防火墙市场规模约为170亿美元,Zscaler正积极进军该领域[11] - 网络MPLS的额外成本节约可达300亿至400亿美元[11] - 联邦市场对公司来说是一个巨大的机会,特别是在Zero Trust架构得到推动后,政府机构开始加大投入[37] 产品发展 - Zscaler的私人访问与浏览器隔离结合,为VDI市场提供重要的使用案例[15] - Zscaler在分支机构部署后,不再需要分支机构防火墙,推出即插即用设备[17] - Zscaler推出了Zero Trust SD-WAN解决方案,将分支办公室变成类似星巴克或互联网咖啡厅的环境,避免了网络传播勒索软件等问题[39] 财务状况 - Zscaler计划实现500亿美元的年度重复收入目标,目前已超过200亿美元,通过提升销售组织来实现这一目标[21] - 公司目前拥有约8000名客户,与ServiceNow相当,但后者的客户规模是前者的4到5倍[27] - 公司的主要衡量指标是每年新增的ACV,以及跨越100万美元、500万美元和1000万美元ARR的客户数量[33] - 公司在过去几年实现了令人印象深刻的利润率扩张[50]
Zscaler, Inc. (ZS) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Seeking Alpha· 2024-03-07 03:51
Zscaler, Inc. (NASDAQ:ZS) Morgan Stanley Technology, Media & Telecom Conference March 6, 2024 10:15 AM ET Company Participants Jay Chaudhry - CEO, Chairman and Founder Conference Call Participants Hamza Fodderwala - Morgan Stanley Hamza Fodderwala Okay. Good morning, everybody. Welcome to day three of our Morgan Stanley TMT Conference. This morning, I'm very delighted to have Jay Chaudhry, CEO, Chairman and Founder of Zscaler. Jay, thank you so much for joining us. Jay Chaudhry Thank you, Hamza. Question-an ...
Could Zscaler Be in the "Magnificent Seven" of Cybersecurity Stocks?
The Motley Fool· 2024-03-05 01:00
In this video, I will cover Zscaler's (ZS -1.99%) latest earnings report and some key points mentioned during the call and explain why the stock crashed after earnings.*Stock prices used were from the trading day of Feb. 29, 2024. The video was published on March 3, 2024. ...
Zscaler (ZS) Q2 Earnings and Revenues Surpass Estimates
Zacks Investment Research· 2024-03-02 02:21
财务表现 - Zscaler第二季度2024财年营收为5.25亿美元,同比增长35%[2] - Zscaler的计算账单在第二季度同比增长27%,达到6.276亿美元[3] - 非GAAP毛利润同比增长36%,达到4.24亿美元,非GAAP毛利率同比扩大100个基点至81%[8] 客户情况 - ZS在第二季度增加了多个大客户,包括ZIA、ZPA和ZDX,净美元保留率为117%[5] - 公司在季末拥有497个年化收入超过100万美元的客户,季内新增29个年化收入超过100万美元的客户[7] 财务展望 - Zscaler调整了2024财年的展望,预计营收范围为21.18-21.22亿美元,非GAAP每股收益为2.73-2.77美元[13] - 第三季度2024财年预计营收为5.34-5.36亿美元,毛利率预计为80%[14] 资金状况 - 截至2024年1月31日,Zscaler的现金、现金等价物和短期投资为24.6亿美元[11] - 公司第二季度实现运营和自由现金流分别为1.42亿美元和1.008亿美元[12]
Zscaler Stock Price Plunges: Buy the Dip Candidate
MarketBeat· 2024-03-01 22:05
公司业绩 - Zscaler在最新财报中表现出色,业绩超出预期并提高了指引[6] - 公司的现金流强劲,有助于改善资产负债表并增加股东权益[1] - 公司提高了未来季度和全年的指引,可能会再次提高后续的预期[8] 分析师看法 - 分析师对Zscaler的看法积极,预计股价将创新高[4]
Zscaler(ZS) - 2024 Q2 - Earnings Call Transcript
2024-03-01 09:47
Zscaler, Inc. (NASDAQ:ZS) Q2 2024 Earnings Conference Call February 29, 2024 4:30 PM ET Company Participants Bill Choi - CFA, SVP, Investor Relations and Strategic Finance Jay Chaudhry - Co Founder, CEO & Chairman of the Board Remo Canessa - Chief Financial Officer Conference Call Participants Alex Henderson - Needham & Company Brad Zelnick - Deutsche Bank Andrew Nowinski - Wells Fargo Tal Liani - Bank of America Rob Owens - Piper Stanley Matt Swanson - RBC Roger Boyd - UBS Brian Essex - JPMorgan Peter Levi ...
Zscaler (ZS) Tops Q2 Earnings and Revenue Estimates
Zacks Investment Research· 2024-03-01 07:21
Zscaler (ZS) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 31.03%. A quarter ago, it was expected that this cloud-based information security provider would post earnings of $0.49 per share when it actually produced earnings of $0.67, delivering a surprise of 36.73%.Over the last fou ...