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Zscaler Q3 Earnings Call Highlights
MarketBeat78d agoneutral
Zscaler Q3 Earnings Call Highlights

Zscaler (NASDAQ:ZS) reported stronger-than-expected fiscal third-quarter results, with management highlighting growth in annual recurring revenue, record operating margin and rising demand for its zero-trust security platform as enterprises adopt artificial intelligence tools. Chairman and CEO Jay

Zscaler (ZS) Q3 2026 Earnings Call Transcript
Motley Fool78d agoneutral
Zscaler (ZS) Q3 2026 Earnings Call Transcript

Including, but not limited to, the company's anticipated future revenue, annual recurring revenue, net new annual recurring revenue, operating margin, gross margin, operating profit, net other income, earnings per share, and free cash flow margin, our customer response to our products, our expectations regarding AI and its impact on our business and customers, and our market share and market opportunity and our objectives and outlook. First, we hide applications and data behind our zero trust exchange making them invisible from the Internet.

Salesforce faces a vital Agentforce test in upcoming earnings
TheStreet78d agoneutral
Salesforce faces a vital Agentforce test in upcoming earnings

Few companies in enterprise software have staked their future as explicitly on a single product bet as Salesforce has on Agentforce. The agentic AI platform has been the centerpiece of every investor conversation, every earnings call, and every product announcement for the past two quarters. ...

Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About
24/7 Wall St.78d agoneutral
Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About

Consider Micron Technology (NASDAQ:MU) here because a forward FY 2027 earnings multiple of 7x on a company sitting at the literal center of the AI memory bottleneck is a valuation that almost never exists at the heart of a megatrend, and the only reason it does now is that your advisor still thinks “memory” means ... Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About