Zscaler, Inc. (NASDAQ:ZS) Financial institution of America 2025 World Expertise Convention June 5, 2025 10:50 AM ET
Firm Members
Jagtar Singh Chaudhry – Co-Founder, CEO & Chairman of the Board
Convention Name Members
Unidentified Analyst
So I am pleased to host right now for keynote, Jay Chaudhry we — right here we go. [indiscernible] you need to be taught from her additionally. In order I begin with all our firms, I form of focus on what traders are asking us about, simply to set the framework for the dialogue, I am going to do it very fast. SASE stays a particularly sizzling area with very quick development for many firms. There are new entrants, although. And the query is 2 issues. Primary, — how do you reply to new entrants to the market? Is it — is there a danger of commoditization ” Second factor, which is extra vital is how do you develop past your form of historic market of ZIA, ZPA?
What are the brand new areas you are going after? We began to see, initially, orders, bookings are accelerating. development is accelerating. We began to see development exterior of the ZIA, ZPA. And these are all of the issues I will focus on. It is mainly the dangers and alternatives within the core enterprise of Zscaler. So with that, I am going to move it on to Jay first as a result of I do know you wish to go over a number of issues, after which we’ll begin our Q&A.
Jagtar Singh Chaudhry
Nice. Charles, thanks for the chance. Typically it is somewhat simpler to visually see a number of issues. I am not going to spend so much of time on slides, however visually, you’ll be able to form of perceive what sort of stuff will be completed. Secure harbor, I am positive you already know all of it. So I need not discuss a lot about protected harbor. In order we began on this market, basically, the market is transferring