Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Restructuring and other charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Zscaler

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Zscaler reports robust Q3 results, faces perception challenges

Zscaler's Q3 2023 earnings call showcased robust financial performance, strong customer success focus, and increased guidance for the full year. The company's international revenue, operating margins, and growth in remaining performance obligations are notable strengths. However, challenges include the absence of large deals and potential perception issues. Opportunities lie in influencing sales cycles and maintaining a healthy mix of new logo sales and upsell.

Zscaler reports robust Q2 growth amidst industry challenges

Zscaler's strong Q2 performance reflects resilience amidst industry challenges.
Focus on operational efficiency, customer satisfaction, and strategic deals driving long-term value.
Balancing growth and profitability crucial for sustainable success in the evolving market.
Cloud adoption trends and partnerships offer avenues for continued growth and optimization.

Zscaler posts stellar Q3 results, focuses on customer value

Zscaler (ZS) reported robust Q3 results with strong revenue growth, solid financial health, and strategic customer engagement initiatives.
The company's focus on customer value, innovation, and market positioning are key drivers of success amidst competitive challenges.
While facing seasonally conservative billings and operational challenges, Zscaler's strengths in customer engagement and differentiation position them well for future growth.
Opportunities lie in expanding product bundles, enhancing customer relationships, and leveraging market strengths to drive sustained growth and profitability.

Zscaler reports stellar Q4 results, eyes growth in cybersecurity market

Zscaler's Q4 performance reflects strong revenue growth, record billings, and a focus on customer value through AI-driven innovations.
The company's success in the federal vertical, cybersecurity market, and channel partnerships positions it well for future growth.
While facing challenges in free cash flow margin expansion and market competition, Zscaler sees significant opportunities in new business growth and market trends.
Overall, Zscaler's strategic focus on innovation, customer value, and market expansion sets a positive trajectory for fiscal '24 and beyond.

Zscaler surpasses Q1 expectations, eyes federal market growth strategies

Zscaler's Q1 2024 earnings call showcased exceptional performance, driven by strong revenue growth and customer retention rates.
The company's focus on federal business, security offerings, and strategic partnerships positions it for sustained success.
While facing challenges like guidance conservatism and RPO declines, Zscaler is actively pursuing growth opportunities through M&A and market expansion.
Balancing growth strategies with market uncertainties will be crucial for Zscaler's continued success in the cybersecurity landscape.

Zscaler surpasses Q2 guidance, eyes growth in federal market

Zscaler delivered strong Q2 results, exceeding guidance and showcasing robust financial performance and operational efficiency.
The company's focus on growth, innovation, and strategic partnerships in the federal market positions it well for continued success and market leadership.
While challenges like maintaining conservatism in outlook and managing potential deal complexities exist, Zscaler's opportunities for growth through market demand and product expansion are significant.

Zscaler reports robust Q3 growth, eyes cybersecurity market opportunities

Zscaler's Q3 performance reflects strong growth, profitability, and customer success, positioning the company well for future expansion and innovation.
While facing challenges such as sales capacity attrition, Zscaler's strategic strengths in technology, acquisitions, and customer relationships provide a solid foundation for growth.
Opportunities in addressing cybersecurity concerns, leveraging market demand shifts, and enhancing product offerings indicate a promising outlook for Zscaler's continued success.

Zscaler surpasses $1B in bookings, eyes $5B ARR milestone

Zscaler's Q4 performance exceeded expectations, showcasing strong revenue growth and operational achievements.
The company's focus on zero trust platform, AI adoption, and market leadership positions it well for future growth.
While facing challenges in a competitive market, Zscaler's strategic investments and milestones indicate promising opportunities ahead.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Adobe

Advanced Micro Devices

Marvell Technology

Atlassian

The massive market rally so far in 2023 has been driven largely by mega-cap technology companies that look like they will be the biggest winners in the artificial intelligence (AI) revolution.

5 Surprising ‘Strong Buy' Tech Stocks That Also Could End Up Huge AI Winners

Palo Alto Networks

Palantir Technologies

When it comes to cybersecurity, we're sitting ducks, creating big opportunities for cybersecurity stocks. After all these years, we're still not prepared for more cyberattacks.

3 Cybersecurity Stocks to Buy to Turn $5,000 Into $1 Million

Zscaler is well-positioned to capitalize on the ongoing trend toward cloud-based security solutions. The company's strong position in secure web gateway and VPN/ZTNA, along with its product capabilities and ease of deployment, are key differentiators against competitors. I view ZS stock as a buy and have an end-of-year price target of $194 on the stock.

Zscaler: Positioned For Success In The Evolving Cloud Security Market

Among other cybersecurity stocks, ZScaler NASDAQ: ZS has been trying to effect a rebound and reversal all year. The industry has struggled to gain momentum, but that may be ending.

ZScaler Is On The Brink Of Reversal

Microsoft

CrowdStrike

Microsoft announced new security products -- ironically, the same day it revealed a breach. Cybersecurity companies can't match Microsoft's distribution, but are often able to create better solutions.

Microsoft Announces New Cybersecurity Products, but Are Small Security Software Stocks Really in Trouble?

Broadcom

Intuitive Surgical

The Nasdaq index rebalancing will change the weights of key stocks within the fund. Big tech stocks will have a lower concentration within the index.

3 Nasdaq Stocks to Watch After Index Rebalancing

CyberArk Software

Fortinet

Cloudflare

Cybersecurity stocks are rallying with several hitting 52-week highs.

These Cybersecurity Stocks Outperform To Hit New Highs

Datadog

Analysts upgraded Datadog and Cloudflare ahead of earnings season. Last week's sell-off from Microsoft's cybersecurity announcements seems to have subsided.

Why SaaS Stars Datadog, Cloudflare, and Zscaler Roared Higher Today

Microsoft is not Zscaler's only competitor. Its industry continues to grow rapidly.

Why You Should Not Give Up on Zscaler Despite Microsoft's Cybersecurity Push

The companies bounced back heartily from a big Wednesday sell-off. That was due to the looming entry of a monster competitor.

Why Cybersecurity Stocks Like Zscaler and Cloudflare Surged Today

Zscaler comfortably beat revenue and earnings forecasts then raised its full-year outlook. The cybersecurity stock also gained momentum from major macroeconomic developments.

Here's Why Zscaler Stock Rose 31% in the First Half of 2023

Microsoft's new security solutions pose a potential threat to Zscaler's offerings, but the latter's focus on large enterprise customers with deep pockets keeps it in a strong position. Zscaler is projected to see significant revenue growth in fiscal years 2024 and 2025, making it one of the fastest-growing cybersecurity names. The stock is attractively valued given its level of growth.

Zscaler: Microsoft Is Probably Not A Major Threat

Zscaler is a $21.50 billion market cap global cloud security company that anticipated the rise of cloud adoption and mobility and recognized the need for a new approach to network security. Despite significant revenue growth, the company has incurred net losses since its inception. But ZS's TTM measured net loss started to reverse lately. The CEO Jay Chaudhry noted that Zscaler refined its go-to-market process, engaging with C-level executives earlier and providing more meaningful ROI cost savings justifications.

Zscaler Stock Is Far From Buy

Despite its first-mover advantage and strong growth metrics, Microsoft's entry into the secure service edge market could pose a significant challenge to cybersecurity leader Zscaler. ZS stock has declined nearly 16% since its Zenith event, with investors wary of its high valuation and lack of GAAP profitability, despite strong calculated billings and deferred revenue growth. The Company must demonstrate more value to safeguard its offerings against Microsoft, as the King of SaaS looks to take share and chart a new growth driver.

Zscaler: Microsoft Wants To Eat Its Share

Check Point Software Technologies

Amplify Cybersecurity ETF

Cybersecurity stocks fell Wednesday after Microsoft Corp. announced an expansion into network security, and rebranded its Azure Active Directory to reflect that move, which could haunt pure-play security vendors in the long term.

Microsoft cybersecurity expansion poses long-term ‘ramifications' for Palo Alto Networks, Cloudflare, others

Microsoft has grown its security business to over $20 billion per year, and the new effort might help the software maker reach $100 billion by 2030.

Cloudflare, Palo Alto Networks and Zscaler tumble as Microsoft expands in cybersecurity

Microsoft announced its new suite of secure service-edge offerings yesterday. It's too early to say whether Microsoft will shake up the SSE space, but its entry threatens Zscaler.

Why Zscaler Stock Is Sinking Today

Procore Technologies

Upwork Inc

Procore Technologies is under the radar for focusing on the construction industry, which receives less attention from investors than other industries like technology or healthcare. Zscaler is a company that focuses on aspects of cybersecurity that the average person may not understand very well; therefore, it has fallen off many investors' radar screens.

3 Under-the-Radar Stocks with Big Potential

Adyen NV

Confluent

Enphase Energy

Shift4 Payments

Global-e Online Ltd

GitLab

Mobileye Global Inc

MercadoLibre

Nu Holdings

On Holding AG

Snowflake

Tesla

Financial markets have come under significant pressure in 2022 as tough macroeconomic conditions, including 4-decade-high inflation and rising interest rates, led to bearish sentiment among stock investors.

This stock category is the best possible investment right now

Perion Network

When investors want maximum returns, they go for growth stocks. With stronger momentum than value stocks, these stocks can produce generational wealth.

3 Growth Stocks to Buy for Short-Term Gains

Zscaler: Still Facing Macro Uncertainty

One prognosticator reiterated his very bullish take on the cybersecurity company. That followed two other positive views of the stock.

Why Zscaler Stock Flew Nearly 8% Higher on Monday

Cisco Systems

Savvy investors are eyeing cheap yet promising cybersecurity stocks, capitalizing on the growing market trend while contributing to the resilience of our digital infrastructure. The demand for online protection is surging in the wake of the Russian invasion of Ukraine.

5 Cheap Cybersecurity Stocks to Buy Before They Bounce Back

With growing digitization, cyberattacks are becoming more prevalent and more sophisticated. Now, technological innovations in artificial intelligence have highlighted the importance of data to businesses.

3 Cybersecurity Stocks That Will Skyrocket Before 2025

Zscaler is the IBD Stock of the Day as the cybersecurity firm rebounds from its 10-week moving average. Zscaler stock has climbed 36% in 2023.

News for Zscaler Stock (ZS)