E n - l Michael Vi 60,0% 54.2% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 1Q23 What Happened in 4Q FY2024 Earnings Zscaler (NASDAQ:ZS) experienced an 18% selloff after issuing weaker-than-expected earnings guidance, which implies an 11% YoY decline in non-GAAP EPS for FY 2025. The company is currently facing growth headwinds amid increased competition in the cybersecurity industry. While 2.5's revenue forecast for FY2025 beat market consensus, the revenue growth outlook signals a significant slowdown in billings an ...

There's a stark difference between the company's recent performance and its anticipated future. Investors in cybersecurity company Zscaler (ZS 3.26%) probably weren't feeling too secure over the past few days. According to data compiled by S&P Global Market Intelligence, Zscaler's stock was down by almost 19% week to date as of late Thursday evening. An uninspiring quarterly earnings report, accompanied by analyst price target cuts and even a downgrade, was largely to blame. Trailing success, looming disapp ...

文章核心观点 - Zscaler公司的2025年指引令市场失望,引发了大量分析师的下调评级 [1][2] - 尽管下调评级较多,但Zscaler仍有35%的上涨潜力,下行风险有限 [2] - Zscaler第三季度业绩表现出色,收入同比增长30.3%,超出预期,利润增长更快 [3] - 公司2025年收入增长预期良好,但由于税率上升导致利润预期下调 [4] - Zscaler目前估值较低,现金流和资产负债表状况良好,有利于股东价值的增长 [5] 公司表现 - 第三季度收入增长30.3%至5.92亿美元,超出预期440个基点 [3] - 第三季度调整后净利润增长40%,每股收益增长34%,超出预期26% [3] - 公司2025财年第一季度收入预期增长20%,预计全年保持该增速 [4] - 公司现金流良好,2024财年现金增长12%,资产增长17%,股东权益增长75% [5] 行业分析 - Zscaler是一家网络安全公司,专注于零信任框架,受到客户的广泛采用 [3] - 公司业务指标如账单增长27%,仍保持强劲,预计未来将继续保持双位数增长 [3] - 公司税率上升至23%,这反映了业务的快速增长和良好前景 [4]

Cybersecurity is a critical need for every organization, so the recent stock market weakness might be a great opportunity to buy Zscaler stock. The S&P 500 generated a return of 15% in the first half of this year, but it recently hit a patch of volatility and is trading 3% below its July peak. The next couple of months could be tricky to navigate with the Federal Reserve set to cut interest rates, and the U.S. presidential election in November. But history suggests the S&P 500 always recovers to new highs o ...

Zscaler, Inc. (NASDAQ:ZS) Citi Global TMT Conference September 5, 2024 11:40 AM ET Company Participants Jay Chaudhry – Chief Executive Officer and Founder Remo Canessa – Chief Financial Officer Conference Call Participants Fatima Boolani – Citi Fatima Boolani Everybody, Fatima Boolani here. I jointly run their software research team here at Citi. I have the pleasure of the Zscaler's C-suite on the stage with me. It's my right, Jay Chaudhry, CEO and Founder; and to his right, the inimitable CFO, Remo Canessa ...

会议主要讨论的核心内容 - 公司在Q4取得了强劲的业绩表现,包括收入、billings、自由现金流等指标均实现了良好增长 [4][5] - 公司在2025财年的billings增长率预计为19%-20%,但增长节奏在上下半年会有所不同,上半年增速较低,下半年增速较高 [6][7][8][9][10][11] - 这主要是由于公司在2023财年和2024财年上半年的宏观环境较为严峻,导致了一些已签约的合同billings增速较低 [8][9] - 公司正在进行销售团队的转型,新的销售领导团队已到位,正在着力于拓展大型企业客户,这将带来更高的销售生产率 [10][20][30] 问答环节重要的提问和回答 - 分析师关注公司billings增长率在上下半年的差异,公司解释了这主要是由于已签约合同billings的影响 [6][7][8][9][14] - 分析师询问公司新增和续约客户的billings增长情况,公司表示这部分增长在上下半年保持一致,在高teens到20%左右 [11] - 分析师关注公司的销售生产率,公司表示新增销售人员的生产率提升还需要一年的时间,但新团队的经验和定位更高端,有望带来更高的销售产出 [28][29][30] - 公司解释了其在联邦政府市场的优势,包括已获得13个联邦机构的客户、与国防部的合作等,这是一个重要的增长机会 [40][41][46][47] - 公司表示未来会继续通过有选择性的并购来拓展产品线和技术能力,并强调自身的技术创新和平台优势是核心竞争力 [58][59][60]

Markets are driven by emotions and psychology. They are what makes patterns form on charts. Over the past few days, shares of Zscaler, Inc. ZS have been in meltdown mode. They have dropped by more than 20% in just a few days. This is why it's our Stock of the Day. As you can see on the chart, the sell-off paused or maybe even ended right around $156.50. This is the same level that it found support at in late May and early August. This is not a coincidence. There can be support at price levels that was suppo ...

Zscaler, Inc. (ZS) , a top-tier cloud security firm, saw its stock fall by 18.7% on Wednesday after releasing its fourth-quarter fiscal 2024 results. Despite showing impressive revenue and earnings growth, the market reacted negatively to a disappointing profit outlook. This drop has understandably made investors wonder if it's time to buy the dip or stay on the course. Zscaler's Revenue Growth and Market Position Remain Strong Despite the market's negative reaction, Zscaler's fourth-quarter results weren't ...

A sales slowdown and a weak profit forecast gave cybersecurity investors reason to worry. Zscaler (ZS -17.70%) stock collapsed in morning trading Wednesday, down by 17.8% as of 12:04 p.m. ET, even though the company crushed analysts' forecasts for its fiscal fourth quarter when it reported after the closing bell Tuesday. Analysts had expected the cybersecurity company to report adjusted earnings of $0.69 per share on sales of $567.9 million for the quarter. Instead, its profits were $0.88 per share, and sal ...

Zscaler (ZS) reported better-than-expected fourth-quarter fiscal 2024 results. The company posted fourthquarter fiscal 2024 non-GAAP earnings of 88 cents per share, which beat the Zacks Consensus Estimate of 69 cents. It reported non-GAAP earnings of 64 cents in the year-ago quarter. Zscaler's fourth-quarter fiscal 2024 revenues were $592.86 million, which surpassed the Zacks Consensus Estimate of $567.62 million and increased 30% year over year. This improvement in revenues was on the back of increased suc ...