LAS VEGAS, June 11, 2024 (GLOBE NEWSWIRE) -- Zscaler Zenith Live -- Zscaler, Inc. (NASDAQ:ZS), a leader in cloud security, today announced a collaboration with NVIDIA to accelerate AI-powered copilot technologies. Zscaler will leverage NVIDIA AI technologies to deliver new user experience and security-centric copilot services to the enterprise. The introduction of new AI capabilities, leveraging NVIDIA NIM inference microservices, NVIDIA NeMo Guardrails, and the NVIDIA Morpheus framework, will dramatically ...

LAS VEGAS, June 11, 2024 (GLOBE NEWSWIRE) -- Zscaler Zenith Live -- Zscaler, Inc. (NASDAQ: ZS), a leader in cloud security, today announced a collaboration with NVIDIA to accelerate AI-powered copilot technologies. Zscaler will leverage NVIDIA AI technologies to deliver new user experience and security-centric copilot services to the enterprise. The introduction of new AI capabilities, leveraging NVIDIA NIM inference microservices, NVIDIA NeMo Guardrails, and the NVIDIA Morpheus framework, will dramatically ...

LAS VEGAS, June 11, 2024 (GLOBE NEWSWIRE) -- Zscaler Zenith Live -- Zscaler, Inc. (NASDAQ:ZS), the leader in cloud security, has doubled down on their partnership with Google to help organizations simplify and strengthen their approach to Zero Trust. The integration with Chrome Enterprise will provide hundreds of millions of enterprise users with advanced threat and data protection without the need for legacy VPNs or requiring additional browsers. In addition, the integration of Zscaler with Google Workspac ...

文章核心观点 - 云安全公司Zscaler虽然仍在持续增长,但面临近期挑战 [1] - Zscaler的销售增长放缓,估值也受到利率上升的压力 [2] - Zscaler的毛利率和营业利润率正在提升,但仍未实现GAAP盈利 [6][7][9] - Zscaler的估值较高,未来12个月内其股价可能维持横盘或下跌 [10][11][12] 公司概况 - Zscaler提供基于云的"零信任"安全服务,无需任何现场设备 [3][4] - 这种创新方式使Zscaler在上市后快速增长,从2018财年到2023财年,计算账单和收入复合年增长率分别达到51%和53% [5] 业绩表现 - 过去一年,Zscaler的收入增长有所放缓,主要是在获取新客户和签订更高价值合同方面遇到挑战 [5] - 2024财年,Zscaler预计计算账单和收入分别增长28%和32% [5] - 2025财年,分析师预计Zscaler收入增长23% [5] 盈利能力 - Zscaler的毛利率保持在81%,营业利润率扩大7个百分点至20% [6] - 2024财年,Zscaler预计调整后每股收益增长67%-68% [7] - 2025财年,分析师预计Zscaler调整后每股收益增长仅13% [7] 估值分析 - Zscaler自IPO以来一直未实现GAAP盈利,分析师预计要到2026财年才能实现 [9] - Zscaler当前股价对应52倍前瞻调整后收益和10倍次年销售,估值较高 [10] - 在利率高企和收入增长放缓的情况下,Zscaler股价未来12个月可能维持横盘或下跌 [11][12]

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 April 30, 2024 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _to_ Commission File Number: 001-38413 _____________________________________ ZSCALER ...

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SAN JOSE, Calif., June 06, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ:ZS), the leader in cloud security, today announced that the company will host an innovations briefing for investors on June 12, 2024. The briefing will take place in Las Vegas, Nevada, during the company's Zenith Live 2024 event. Zscaler Investor Innovations Briefing - Zenith Live 2024Wednesday, June 12, 202410:15 a.m. PT (1:15 p.m. ET) The briefing is scheduled to conclude before 1:00 p.m. PT (4:00 p.m. ET). A live webcast and replay ...

会议主要讨论的核心内容 - 公司在上一个季度的业绩表现出色,超出预期,体现了公司在市场上的竞争优势 [4][5][6][7] - 公司正在进行销售团队的转型,引进了新的领导层,这对短期业绩会产生一定影响,但长期来看有利于公司深入客户账户,提升销售能力 [6][7][9][11] - 公司的Zero Trust SASE解决方案与传统防火墙和VPN方案相比具有架构上的优势,能更好地满足客户的安全需求 [15][16][20][21][23][24] - 公司正在不断拓展产品线,从最初的网关和远程接入,扩展到工作负载保护、分支机构Zero Trust、数据安全等多个领域,持续扩大市场机会 [26][27][28][29][30] - 公司面临的一个挑战是,市场上仍有一些客户对Zero Trust概念理解不足,公司需要加强教育和推广 [31][32][33][34] - 公司在云安全和数据安全等新兴领域也有较强的技术实力和产品布局,与一些新兴厂商形成差异化竞争 [43][44][46][47] 问答环节重要的提问和回答 问题1 **Tal Liani 提问** Fortinet等厂商在价格上相比Zscaler有优势,公司如何应对这种价格竞争? [19] **Steven House 回答** 公司的Zero Trust SASE架构与传统防火墙和VPN方案有本质差异,能更好地满足大型企业客户的安全需求,因此价格不是最关键的因素,客户更看重技术架构的优势 [20][21] 问题2 **Tal Liani 提问** 公司之前只提供SSE,后来增加了SD-WAN,这对公司来说有多重要? [22] **Steven House 回答** 长期来看,客户更倾向于采用单一供应商的SASE解决方案,公司的Zero Trust SD-WAN能与SSE形成一体化,满足客户需求,这对公司来说非常重要 [23][24] 问题3 **Tal Liani 提问** 公司在云安全和数据安全等新兴领域的布局如何,与竞争对手相比的优势在哪里? [42][45] **Steven House 回答** 公司在云工作负载保护、数据安全管理等方面有自己的独特方法,能与CNAPP等传统厂商形成差异化竞争,更好地满足客户需求 [46][47]

Zscaler, Inc. (NASDAQ:ZS) Bank of America Global Technology Conference June 5, 2024 12:20 PM ET Company Participants Steven House - SVP, Product Management Remo Caness - CFO Conference Call Participants Tal Liani - Bank of America Tal Liani Steve House, welcome. First of all, I think it's the first time I’m hosting you for one of these sessions. And Remo, I've hoped you many times. We have a lot of cybersecurity companies today. And maybe before we start, Steve, just before -- because it's the first time yo ...

Key PointsShares of Zscaler have been somewhat muted since last week's earnings report.They managed to top expectations and deliver strong guidance, but shares have struggled to hold their gains. Dozens of analysts are calling the stock a screaming buy with as much as 70% upside waiting to be realized. 5 stocks we like better than ZscalerThough they popped 15% in the immediate aftermath of last week's earnings, shares of Zscaler Inc. NASDAQ: ZS have been quickly retracing their steps. The fact they're only ...