About

Zscaler provides cloud-based information security services, focusing on internet, web, and cloud security. Its platform acts as a secure gateway that inspects all internet traffic between users and applications, ensuring that threats are identified and stopped before they can access a client's network. This service is particularly aimed at large enterprises and government organizations that are transitioning to cloud and mobile-first strategies. Zscaler operates on a subscription model, allowing clients to select different levels of security and support based on their needs. Unlike many competitors, Zscaler emphasizes a strong partner program that enhances its market reach by providing partners with training and resources. The company's goal is to facilitate secure digital transformation for its clients while generating steady revenue through subscription fees.

Simplify's Take

What believers are saying

• Zscaler's FY/25 guidance was revised upward, indicating strong financial performance.
• The partnership with Bharti Airtel enhances Zscaler's zero-trust architecture offerings.
• Zscaler's hiring of government experts strengthens its position in the public sector.

What critics are saying

• Emerging cybersecurity firms may erode Zscaler's market share.
• Economic downturns could impact Zscaler's subscription-based revenue model.
• The retirement of CFO Mr. Canessa may lead to financial instability.

What makes Zscaler unique

• Zscaler offers a 100% cloud-based security platform, eliminating on-premise hardware needs.
• The company is a Gartner magic quadrant leader for secure web gateways.
• Zscaler's platform inspects all internet traffic, ensuring threats are neutralized pre-network.

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