Zscaler

Heute ist zwar warm - aber Zscaler setzt doch nach dem herben Verlust von gestern sicher wieder auf lange Hosen? Wie seht ihr das? Ein Zurücksetzen um 17 Prozent trotz besserer Earnings als erwartet ist schon salty. Aber das ist gleichzeitig eine Einstiegschance?! submitted by /u/miguelramimimi to r/wallstreetbetsGER [link] [comments]

Si è mosso leggermente di più del 10% post earnings 🤓 submitted by /u/Sad-Bodybuilder7558 to r/scimmieinborsa [link] [comments]

ZS just reminded everyone how brutal software earnings have become. The company posted a solid quarter after hours with strong revenue growth, earnings beat expectations, margins still looked healthy, and management continued talking about demand for cloud and AI-driven security. A few years ago that type of report would have sent the stock flying. Instead, the stock sold off immediately and dragged almost the entire cybersecurity sector down with it. The problem wasn’t really the quarter itself. The market is now pricing these companies like they need to deliver perfection every single earnings call. Investors are no longer looking at whether growth is good. They’re looking at whether growth is accelerating fast enough to justify premium valuations that already assume years of dominance in cloud security and AI infrastructure. When traders looked deeper into the report and guidance, they probably saw signs that growth may not be accelerating enough. Things like billings growth, remaining performance obligations, enterprise deal expansion, and future guidance matter more now than the actual EPS beat. If any of those metrics come in even slightly softer than expected, the algorithms and fast money immediately dump the stock. That’s why names like $CRWD, $PANW, $BUG, and the rest started falling too. The market trades the whole cybersecurity sector together because everyone assumes the same themes are driving them: AI spending, enterprise cloud migration, and security demand. So when one major name disappoints even slightly, traders start wondering if the entire sector’s growth is peaking. This is honestly becoming the standard software earnings pattern now. Companies beat earnings, raise guidance a little, and still get punished because investors wanted something unbelievable. The market basically says: “If you are trading at a premium multiple, being good is not enough anymore.” submitted by /u/ResponsibleBass8062 to r/RegretTrades [link] [comments]

Rip an alle Long Affen. submitted by /u/Mobile-Astronaut4058 to r/wallstreetbetsGER [link] [comments]

I’m curious if others renewing their contract now are also seeing a 22% price increase for the next 1 year service contract renewal? Also we’re being forced to migrate from “ZIA Transformation Edition” SKU which included many bundled security capabilities into an “add on” model with individual SKUs. This made our cost per user jump considerably because the previous SKU included a lot. Not sure how common it is in the industry to force customers to move to this bundled model, or if we can pushback to stay with the original SKU. Our support contract also jumped 36% in costs compared to last years. submitted by /u/Intelg to r/Zscaler [link] [comments]

Our security team is currently evaluating Zscaler as part of a broader infrastructure refresh, and it's sitting at the top of our shortlist. Before we commit, I wanted to get some real-world perspective from people who've actually used it in production, not the sales deck version. Specifically curious about the post-sales experience: how responsive and technically capable is their support team day-to-day? If you've worked with a TAM or CSM, was that relationship genuinely useful or more of a check-in-and-disappear situation? What are their responsibilities and day-to-day work? Also, product stability and real-world UX would be great to hear about too. Does it genuinely feel enterprise-ready, or are there rough edges once you're in the weeds? Lastly, if you don't mind sharing, what other vendors or products are in your environment (whether that's networking gear, storage, security appliances, cloud platforms, anything really), and which of those support teams has genuinely impressed you? Trying to build a realistic picture of where Zscaler stands relative to the wider vendor landscape, not just on paper. Honest takes welcome - good and bad. Thanks! submitted by /u/NecessaryMaterial476 to r/sysadmin [link] [comments]

submitted by /u/Horm0z to r/DeskToTablet [link] [comments]

Hi all, I’m going through the interview process for ZScaler and I just have a couple questions. Stock price has dropped significantly. Does that raise a red flag for you? What is the culture and work life balance like? How is management? How much do you weigh the Glassdoor reviews? I’ve seen other companies like Cloudflare, Microsoft, and PAN dipping in the SSE space and it sounds like they might take over the space? Where does that put Zscaler? Any insight would be great! SE (Sales Engineer) submitted by /u/Sea-Pomelo-1241 to r/salesengineers [link] [comments]

TLDR: Zscaler is down 60% trading at 52-week lows while growing revenue 26% and beating earnings. The market thinks AI kills security software. I think AI agents are about to become the biggest demand catalyst ZS has seen since COVID. Same setup as FSLY at $5 before agentic traffic sent it to $35. The DD: Every AI agent makes API calls. Thousands per minute. To databases, SaaS apps, external services, other agents. Every single one of those calls passes through ZS's Zero Trust Exchange to get authenticated and inspected. More agents = more traffic to inspect = more revenue. Remember when COVID hit and everyone went remote? ZS went from $50 to $370 because their zero trust proxy was the only architecture that made sense when employees were everywhere. The old firewall model broke overnight. Agents are the same thing but bigger. COVID broke the physical perimeter (employees leaving the office). Agents break the human perimeter (non-human identities running 24/7 making machine-speed API calls). One employee might spin up 50 agents. Each agent needs its own identity, authorization, and traffic inspection. The attack surface scales exponentially, not linearly. Cisco says agents generate 25x more network traffic than chatbots. ZS's own red team found 100% of enterprise AI systems can be breached in 16 minutes. Companies are going to need to secure this stuff or get wrecked. "But what about competition from PANW and NET?" Yeah, FSLY had NET and AKAM right on top of it. MU had Samsung. AMD had NVDA eating 80% of the GPU market. They all ran because the demand wave was so massive that market share stopped mattering. If agent security TAM goes from $0 to tens of billions, all three eat well. Why hasn't ZS re-rated yet? Timing. The infra names (FSLY, AKAM, NET) charge by consumption. More bandwidth, more API calls, more revenue, instantly. ZS still charges per seat. An enterprise deploys 50,000 agents on top of 10,000 employee seats and ZS processes 5x the traffic for the same money. But the pricing model is already shifting. ZS launched Z-Flex, a flexible licensing program where customers commit spending upfront and swap security modules as needs change. Q1 fiscal 2026: $175 million in total contract value bookings, up 70% sequentially. One aerospace company added nine modules in a single eight-figure deal, bumping their ARR with ZS by 40%. Z-Flex is how agent security revenue starts showing up. Customer deploys agents, discovers new attack surfaces, adds AI security modules under the same agreement without a new procurement cycle. The gap between "we have a problem" and "we're paying ZS to fix it" goes from months to days. By the time this shows up in earnings, the stock will have already moved. That's the trade. The setup by the numbers: % gross margins, more cash than debt Citrini Research (the guys who called FSLY, AKAM, and NET before the agentic traffic narrative hit) included ZS in their Agentic Utilities basket published March 2026. They describe ZS as "the real-time enforcement layer" for agent API calls. They also called the Governance layer (where ZS sits alongside PANW, DDOG, SAIL) the most important structural shift in infrastructure software today. Why the market is wrong: Wall Street filed ZS under "AI disruption victim" alongside every other software name. BTIG downgraded it in April because Cloudflare and Netskope are competing. Evercore flagged Anthropic's new model as a headwind for cybersecurity stocks. None of these analysts are thinking about the demand side. They're modeling competition for today's pie. They're missing that agents multiply the pie by 10x and ZS sits at the chokepoint. Same thing happened with CDNs six months ago. Analysts were downgrading FSLY to $5 price targets because CDN was "commoditized." Then agentic traffic hit and the whole sector re-rated in one earnings cycle. ZS is the FSLY of the security layer. 26% growth, 77% margins, near 52-week low, with a structural demand catalyst that the sell side hasn't modeled yet. The Z-Flex transition is already converting the installed base to consumption pricing. When agent security spend starts flowing through, it compounds on top of existing enterprise relationships with zero acquisition cost. The risk is real. PANW just bought CyberArk for $25B and Chronosphere for observability. NET is building agent identity and MCP server security. If they eat ZS's lunch before the pricing transition completes, the re-rating doesn't come. And ZS has to execute. Growth quality matters. Organic net new ARR was softer last quarter once you strip out the Red Canary acquisition. But at $135 I think the downside is mostly priced and the upside from the agentic tailwind is not priced at all. Position: Long ZS. Adding at these levels. Edit: Did this post really trigger today’s move? ZS seems particularly strong today for some reason. submitted by /u/Own-Bit3839 to r/wallstreetbets [link] [comments]

Hey all, I know this has been discussed before, but curious if anything has improved on the Zscaler side and if anyone is running this in production today. We are exploring whether Zscaler (ZIA/ZPA) can replace our physical firewall. Our requirements: A few IPSec VPN tunnels with contractors NAT (inbound/outbound) VLAN segmentation internally General firewalling Goal is to eliminate the on-prem firewall if possible. I understand Zscaler is more cloud proxy / zero trust, so not sure if it can fully cover traditional firewall roles. Questions: Can it realistically replace a firewall in this setup? How are you handling IPSec, NAT, and VLANs? Are you still running a firewall alongside it? Appreciate any real-world feedback :) submitted by /u/Great-Tomatillo-8267 to r/Zscaler [link] [comments]

submitted by /u/Practical-Can-5529 to r/PaStateEmployees [link] [comments]

Anyone within the Zscaler ecosystem have any insight as to why the stock has been taken down by over 60%? Does anthropic or other ai really pose that big of a threat to Zscaler? Market is taking it down like Zscaler will be obsolete. submitted by /u/Ianpull to r/Zscaler [link] [comments]

How on earth is Zscaler (one of the largest cybersecurity companies) so low? I get the push back and changing environment with SMBs able to make their own products and cybersecurity services but it’s trading 84% below its average target price? That seems insane. No? Are Crowdstrike and Palo Alto superior? I know they are different but they should be trading similarly. Just seems so under valued imo or are the target prices irrationa. Someone make it make sense submitted by /u/futtbuck3000 to r/stocks [link] [comments]

Hey everyone, I’m using a company laptop that has Zscaler installed and always active. While using ChatGPT, I noticed something weird with the HTTPS certificate: Initially it showed “WE1” (looks like AWS region) After a browser update it showed Zscaler as the issuer. Then after another few refreshes and a laptop reboot, it went back to WE1. This all happened within minutes. My main concern: If Zscaler appears as the certificate issuer, does that mean my company can see the actual content of what I’m typing into ChatGPT (i.e., full SSL decryption)? And when it shows WE1, does that mean it’s not being decrypted? Is this kind of switching normal behavior with selective SSL inspection policies? Thanks in advance! submitted by /u/FinancialAd666 to r/Zscaler [link] [comments]

Zscaler ($ZS) will report on Thursday as well with the stock cut in half from its peak of $336 per share last October. In fact, $ZS has been hit hardest in the cybersecurity selloff as investors worry that AI could replace software makers. The stock is down 38% over the six-month period with the rest of the group flat or slightly negative and well off October highs. Zscaler is expected to post strong 23% revenue growth for the quarter and update its 23% growth for the year to $3.3 billion in sales. $ZS posts solid revenue growth and now is in value territory as well - and many took advantage of the selloff to add more shares to their investment last week. submitted by /u/ZaneStutt to r/TheRaceTo10Million [link] [comments]

I completed my full round of interviews for Security Solution Engineer at Microsoft. It went really well and I received great feedback. When it came to the compensation eventually, I just asked for what I was making in one of the companies mentioned at the title. Hiring manager dropped his face and said the difference is a lot and they will not even make an offer. I have more than 15 years of experience and 8 years of them at different security vendors. Are pure play security vendors like Palo Alto, Zscaler, Crowdstrike ... paying much more than Microsoft? Recruiter did not ask my expectations during the process and I did not ask what they are paying for assuming that they pay the market salaries for cyber. What I asked for was 250K OTE and 160K RSU over 4 year. I did not know what level they were looking for but considering they decided to interview me, they knew that they were talking to a senior SE. submitted by /u/Kindly-Cream9098 to r/salesengineers [link] [comments]

submitted by /u/kunalmaw43 to r/ProgrammerHumor [link] [comments]

We enabled SSL inspection company-wide and instantly got Teams lag, random timeouts, angry users. Zscaler support said “tune the bypass lists,” which feels like whack-a-mole. Before I start re-architecting this, wondering if anyone’s had smoother luck with Netskope, Palo or even Cato’s SSE stack when everything’s decrypted. Do any of them actually keep performance decent, or is this just the tax you pay for visibility? submitted by /u/Professional-Pipe946 to r/networking [link] [comments]

Hi! I know zscaler has been talked about a lot on this sub, but everything I’m seeing is about work computers and things like that. My employer downloaded it onto my home computer as part of my onboarding, but there are several settings I can toggle on/off. I just can’t figure out what they do. One is “private access”, one is “internet security”, and one is “digital experience”. Any guidance on what each of these does? submitted by /u/superbobbyguy to r/privacy [link] [comments]

submitted by /u/PureBlackberry6541 to r/comedyheaven [link] [comments]

Ello all. Well a am a recent grad of 2024 batch Aug. After months of Hard work and grind i was able to land an offer from Zscaler and Apple. I was over the moon. I was about to choose ZS coz the numbers were better. The supposed joining date at Zscaler was on October 14th and October 20th at apple. I had not declined either of the offer at this point. Now on October 10th the following emails : Zscaler: Hello ********,The executive team has been engaged in some workforce planning sessions and unfortunately, they have decided not to move forward with the position at this time due to workforce needs and change in the role scope. I'm sorry to have to advise you of the news at this juncture, but we will not be moving forward with your candidacy at this time. You are welcome to apply to Zscaler openings in the future. I wish you the very best with your job search. Apple: Thank you again for taking the time to speak with us. We are flattered that you would consider Apple for your next employer. After much deliberation it has been decided by the Senior Management to close this position due to change in workforce needs. I'm sorry to have to advise you of the news at this juncture, but we will not be moving forward with your candidacy at this time. However, we highly encourage you to apply to other roles that may appear to be a better fit within Apple. We wish you the best in your search! I am FUCKING FURIOUS, AND HEART BROKEN. I WAS THIS CLOSE TO JOIN. WHO TF RESCINDS AN OFFER 2 DAYS BEFORE JOINING. AGHHHHHHH FML EDIT 1: For people asking if i signed the offers ? Yes I had signed offer letter for ZS and had gotten verbal offer from apple and was in the process of giving them my legal info, was in track to get the offer letter this week. EDIT 2: For the people who are calling this fake , you dont have the slightest idea on what I am going through, first it was Samsung which didnt convert my internship kept me on the hook till the end and told me nope on May and now this...ive had my fair share of crisis and nasty comments are least of my concern now. Since it was fresh yesterday i wanted to rant and I did. submitted by /u/randomguy716122 to r/csMajors [link] [comments]

submitted by /u/4BDUL4Z1Z to r/ProgrammerHumor [link] [comments]