Achieved 26% ARR growth in Q1, with 22% organic growth, surpassing internal expectations.
Red Canary acquisition contributed above-expected ARR, with $83M at close and outperforming $3M per quarter run-rate.
Raised full-year guidance due to strong organic and acquired business performance.
Profitability reached a Rule of 78 quarter with 52% free cash flow margin, seasonally high.
Over 450 Zero Trust Everywhere customers achieved in Q1, surpassing the fiscal 2026 target three quarters early.
Three main growth pillars: Zero Trust Everywhere, Data Security Everywhere, and AI Security.
Zero Trust Everywhere customers see a 2-3X ARR uplift compared to Zero Trust users only.
Data Security exceeded $450M in ARR, leveraging inline traffic inspection and a large security cloud.
AI Security pillar surpassed $400M in ARR, with offerings in securing AI use and using AI for security.
Recent acquisitions (Red Canary, SPLX, Avalor) enhance AI security and agentic SecOps capabilities.
Core business (ZIA, ZPA, ZDX) remains strong, with over $2B in ARR and healthy secular growth.
45% of Fortune 500 and 40% of Global 2000 are customers, leaving significant room for expansion.
Estimated 4,400 enterprise customers out of a 20,000 addressable market, indicating a 4X growth opportunity.
Zero Trust approach offers cost savings by eliminating legacy hardware, providing a competitive edge.
SASE market viewed as a rising tide, with unique positioning through Zero Trust Exchange and agentic orchestration.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Search for any keyword across all transcripts simultaneously.
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
The easiest way to stay updated during earnings season.
All events from public companies. Live and recorded.
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Zscaler is an American cloud-based security company with global operations that provides integrated web security, data protection, and internet security solutions for businesses. At its core, Zscaler operates a multi-tenant, distributed cloud-native platform designed to securely connect users to their applications and services, regardless of device, location, or network. The company is headquartered in San Jose, California and its shares are traded on the Nasdaq.
Zscaler, founded in 2008 by Jay Chaudhry and K. Kailash, offered something new to the cybersecurity landscape by introducing a cloud-native platform designed to securely connect users to their applications. Chaudhry, with a history of establishing and selling multiple tech startups, identified a shift in the way people work and saw the limitations of traditional security models in a cloud-centric business environment. Since its inception, the company has grown significantly, establishing itself as a leader in cloud security. Zscaler has become a well-established part of the cybersecurity sector, and today they compete with companies such as Palo Alto Networks and Crowdstrike.
The services that Zscaler offers are multifaceted, but all revolve around the same thing: ensuring that their client's data is safe and secure. Some examples of the company’s services are listed below.
Secure Web Gateway (SWG): Offers real-time inspection of web traffic to enforce security and policy compliance.
Zero Trust Network Access (ZTNA): Enables secure access to internal applications without placing users on the network, thus minimizing the potential attack surface.
Firewall as a Service (FWaaS): Delivers fully scalable cloud-based firewall capabilities.
Data Loss Prevention (DLP): Monitors and controls data sharing and transfer to prevent sensitive data leakage.
Advanced Threat Protection: Uses multiple methods like sandboxing, SSL inspection, and more to protect against advanced threats.
Zscaler caters to a broad range of clients, spanning from large enterprises to mid-sized businesses and government agencies. Given Zscaler's scalable solutions, both global corporations with distributed workforces as well emerging businesses looking to securely utilize cloud and mobile technologies can find the company’s services of use.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage