Zscaler reported a strong 25% year-over-year revenue growth to $850 million, beating guidance and expanding non-GAAP operating margins by 100 basis points. Despite wider GAAP losses and some sales leadership challenges causing recent stock volatility, management forecasts continued revenue growth of 22% in Q4 and 17% for fiscal 2027. The company is expected to benefit from growing cybersecurity demand and the adoption of agentic AI, targeting long-term net margins of 30% and attractive returns. Investors see Zscaler as a justified premium stock with solid growth prospects even without multiple expansion.
Zscaler's stock has fallen about 40% year-to-date even though the company continues to beat quarterly expectations and shows strong fundamentals. It maintains mid-20% revenue growth at a scale above $3 billion, with no clear impact from AI on its cyb...
Aston Martin Aramco Formula One Team has entered a multi-year partnership with cybersecurity firm Zscaler to implement its Zero Trust Exchange platform. This partnership aims to secure critical data and operations, including car design and race strat...
