A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
Zscaler (ZS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Volatility was the operative word to describe the latest round of cybersecurity earnings. See who skyrocketed, and who got markets knocked down a peg.
The transition to artificial intelligence (AI) could ultimately be great for this company.
A strong quarter did little when Zscaler's guidance spooked investors already nervous about AI eating their lunch.
Zscaler Inc (NASDAQ:ZS) shares plunged 31. 52% on Wednesday, May 27, marking one of the sharpest selloffs among major U.
Zscaler (ZS) delivered a "decent" fiscal Q3, outperforming across most key metrics, though fiscal 20
Zscaler raised FY26 guidance after a strong Q3, leaning into AI security and record margins while cautioning on sales shifts and product ramp.
Zscaler Inc (ZS) reports robust growth with a 25% increase in ARR and unveils strategic AI initiatives amid leadership changes and regional challenges.
Zscaler expects Q4 revenue of $875 million to $878 million, slightly below Wall Street estimates of $878.6 million.
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
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.
Shares of Zscaler fell late Tuesday after fiscal third-quarter earnings and revenue surpassed Wall Street’s expectations but sales guidance fell short. The cybersecurity company posted adjusted earnings of $1.08 a share, compared with 84 cents a share a year ago and above Wall Street’s expectations of $1.01 a share. Revenue grew 25% to $850.5 million, topping the analyst consensus of $835.6 million, according to FactSet.
Zscaler (ZS) delivered earnings and revenue surprises of +7.73% and +1.88%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Zscaler stock tumbled after the cybersecurity firm beat fiscal Q3 estimates but missed views with its revenue guidance.
Cloud security platform Zscaler (NASDAQ:ZS) will be reporting earnings this Tuesday afternoon. Here’s what you need to know.
Zscaler (ZS) shares have a positive setup into next week's earnings as expectations look manageable,
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.
Fortinet (FTNT) delivered earnings and revenue surprises of +33.51% and +6.79%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?