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 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

Earnings data Q2 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.

Zscaler reports strong Q1 earnings, eyes AI innovation for growth

Zscaler's Q1 performance reflects robust growth and operational efficiency improvements. The company's strategic focus on AI innovations and account-centric selling is driving market adoption and customer engagement. While challenges like competition and integration exist, Zscaler is well-positioned to leverage opportunities in the cybersecurity landscape.

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

Zscaler's fiscal 2025 guidance is marginally raised, leading to concerns given its high valuation of 36x forward free cash flow. Despite strong fundamentals and a solid balance sheet, ZS's 13% y/y billings growth is underwhelming for investors expecting consistent upgrades. The cybersecurity firm faces stiff competition and must prove its ability to reaccelerate growth to justify its premium valuation.

Zscaler Q1 2025 Earnings: Great Prospects, Stretched Valuation

Zscaler Inc shares tumbled over 7% in pre-market trading on Monday as a slowdown in billings and guidance for the coming quarter appeared to spook investors. Cloud security firm Zscaler had unveiled expectation-beating revenue and earnings for its first financial quarter.

Zscaler tanks as billings slowdown clouds earnings beat

The cybersecurity company posted quarterly earnings of 77 cents a share on sales of $628 million, beating analysts expectations.

Zscaler Stock Tumbles Despite Stellar Earnings. Here's Why.

Zscaler's Q1 results were mixed, despite the company beating guidance. Weak net customer additions, along with the exit of Zscaler's long-term CFO are particular points of concern. While cash flows are strong, an ongoing growth deceleration which shows no signs of ending is likely to pressure the company's valuation.

Zscaler: Near-Term Prospects Continue To Deteriorate

Zscaler's Q3 earnings showcased strong financial performance, with revenue up 26% YoY and a record 21% non-GAAP operating margin. The company's innovation-driven strategy and robust customer base, including Fortune 500 and Global 2000 companies, position it well for long-term growth. ZS's raised full-year guidance and strong financial flexibility, backed by a $2.7 billion cash pile, highlight management's confidence in sustained growth.

Zscaler: The Market Got It Wrong After Earnings

Zscaler, Inc. (NASDAQ:ZS ) Q1 2025 Earnings Conference Call December 2, 2024 4:30 PM ET Company Participants Ashwin Kesireddy - Vice President, Investor Relations and Strategic Finance Jay Chaudhry - Chairman and Chief Executive Officer Remo Canessa - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Andrew Nowinski - Wells Forgo Gabriela Borges - Goldman Sachs Brad Zelnick - Deutsche Bank Mike Cikos - Needham Ittai Kidron - Oppenheimer Rob Owens - Piper Sandler Brian Essex - JPMorgan Joel Fishbein - Truist Securities Fatima Boolani - Citigroup Shrenik Kothari - Baird Matt Hedberg - RBC Capital Markets Roger Boyd - UBS Operator Good day, and thank you for standing by. Welcome to the Zscaler First Quarter 2025 Earnings Call.

Zscaler, Inc. (ZS) Q1 2025 Earnings Call Transcript

Manufacturing and Construction data came in favorable this morning, while ZS has beaten Q1 estimates but sells off late trading.

Economic Metrics Solid, Zscaler Sells Off After Q1 Report

Zscaler (ZS) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.67 per share a year ago.

Zscaler (ZS) Q1 Earnings and Revenues Surpass Estimates

Zscaler on Monday raised its annual revenue forecast after beating estimates for quarterly revenue on strong demand for its cybersecurity services, but its shares fell more than 6% in extended trading as its report failed to impress investors.

Zscaler raises annual revenue forecast, announces CFO's retirement

Zscaler's stock was down on the year prior to earnings, while an ETF tracking the software sector had rallied 29%

Zscaler's post-earnings stock drop further bucks 2024's rally by software sector

Zscaler Inc. (NASDAQ:ZS) after Monday's closing bell reported earnings for the fiscal first quarter of 2025 which topped Street estimates. The cloud-based cybersecurity firm reported a 26% year-over-year increase in revenue to $628 million, ahead of estimates of $605.6 million.

Zscaler revenue and earnings beat estimates for fiscal Q1

Zscaler stock fell after fiscal Q1 earnings and revenue beat estimates but in-line revenue guidance underwhelmed investors. The post Zscaler's In-line Revenue Guidance Underwhelms Investors.

Zscaler's In-line Revenue Guidance Underwhelms Investors. Shares Fall.

First Quarter Highlights Revenue grows 26% year-over-year to $628.0 million Calculated billings grows 13% year-over-year to $516.7 million Deferred revenue grows 27% year-over-year to $1,783.7 million GAAP net loss of $12.1 million compared to GAAP net loss of $33.5 million on a year-over-year basis Non-GAAP net income of $124.3 million compared to non-GAAP net income of $86.4 million on a year-over-year basis SAN JOSE, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc. (Nasdaq: ZS), the leader in cloud security, today announced financial results for its first quarter of fiscal year 2025, ended October 31, 2024.

Zscaler Reports First Quarter Fiscal 2025 Financial Results

Zscaler, Inc. ZS will release earnings results for its first quarter, after the closing bell on Monday, Dec. 2.

Zscaler Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

SAN JOSE, Calif., Nov. 29, 2024 (GLOBE NEWSWIRE) -- Zscaler, Inc . (NASDAQ: ZS), the leader in cloud security, today announced that the company is scheduled to present at upcoming investor conferences. Details for each event are as follows:

Zscaler to Present at Upcoming Investor Conferences

Zscaler Inc ZS will be reporting its first-quarter earnings on Monday. Wall Street expects 63 cents in EPS and $606.20 million in revenues as the company reports after market hours.

Zscaler Signals Strength With Positive Indicators Ahead Of Monday's Earnings

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Brokers Suggest Investing in Zscaler (ZS): Read This Before Placing a Bet

Zscaler Inc (NASDAQ:ZS) is scheduled to report fiscal first-quarter results after the close on Monday, Dec. 2.

Zscaler Stock Powers Down Before Earnings

ZS' Q1 results are expected to reflect the robust demand for its security and networking solutions, given the continuous growth in the global security space.

Should Zscaler Stock Be Part of Your Portfolio Ahead of Q1 Earnings?

Zscaler (ZS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investors Heavily Search Zscaler, Inc. (ZS): Here is What You Need to Know

Get a deeper insight into the potential performance of Zscaler (ZS) for the quarter ended October 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Unveiling Zscaler (ZS) Q1 Outlook: Wall Street Estimates for Key Metrics

The latest trading day saw Zscaler (ZS) settling at $210.42, representing a -0.26% change from its previous close.

Zscaler (ZS) Stock Slides as Market Rises: Facts to Know Before You Trade

CrowdStrike

SentinelOne

Cybersecurity stocks rank No. 85 out of 197 IBD industry groups.

Cybersecurity Stocks To Watch: CrowdStrike, Zscaler, SentinelOne Earnings Due

In the most recent trading session, Zscaler (ZS) closed at $202.85, indicating a +0.68% shift from the previous trading day.

Why Zscaler (ZS) Outpaced the Stock Market Today

Zscaler Inc NASDAQ: ZS, a leading player in the cybersecurity sector with a market cap of $32 billion and headquartered in California, has had quite a rollercoaster year in 2023. Despite a strong rally early in the year, its momentum faded by February, leading to a summer slump that saw the stock drop 40%.

News for Zscaler Stock (ZS)