Achieved 25% ARR growth in fiscal Q2, with a record number of $1 million deals and strong performance from the Z-Flex flexible buying program, totaling $290 million in bookings for the quarter and $650 million since launch.
Raised full-year ARR targets, with consistent net new ARR expectations and a positive outlook for the second half of the year.
Non-seat-based ARR reached 25%, driven by AI security and data security modules, with expectations for continued growth in these areas.
Data security, Zero Trust, and AI security businesses now exceed $1 billion in combined ARR, growing faster than the overall business.
Z-Flex is driving larger, longer-term deals and facilitating easier upsell across the product suite.
AI is viewed as a net positive, with security for AI deployments seen as essential due to the risks posed by rapid hacker adoption.
Launched AI Protect, an integrated solution for AI visibility, secure access, vulnerability assessment, and governance.
Zero Trust Exchange is being extended to secure AI agents, addressing new productivity and security challenges as agent adoption grows.
AI security suite and agent security products are token-based, reflecting a shift in monetization models.
Integration of Red Canary’s agentic SecOps technology is advancing, aiming to disrupt the SecOps market with AI-driven solutions.
Maintains strong leadership in large enterprise SASE, with competition decreasing in this segment and more competitors present downmarket.
Differentiation is based on Zero Trust architecture, comprehensive data security, and the ability to replace legacy firewalls and SD-WAN.
Significant opportunity remains for new customer acquisition and upsell, with less than 25% penetration in the targeted enterprise base.
Channel and GSI partnerships are improving, supporting complex transformations and driving increased sales productivity.
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