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Zscaler Went From 100x Earnings to 40x. Here’s What Changed.
TIKR1d agoneutral
Zscaler Went From 100x Earnings to 40x. Here’s What Changed.

Key TakeawaysZscaler’s net new ARR growth (excluding Red Canary) accelerated to 17% year over year in the fiscal fourth quarter, the fastest pace in years, yet FY27 guidance points to that growth cooling back down toward the high teens or lower. Deferred revenue, an independent forward indicator of billings, has decelerated every year since FY22, falling from 62% growth to just 18.

Zscaler shares fall despite earnings beat as free cash flow slides
Proactive15d agoneutral
Zscaler shares fall despite earnings beat as free cash flow slides

Zscaler Inc. (NASDAQ:ZS) reported fiscal fourth-quarter revenue and adjusted profit that topped Wall Street estimates on Friday, but a sharp decline in free cash flow sent shares of the cybersecurity company down 3.5%. Free cash flow came in at $60.8 million, missing estimates of $66.9...

U.S. Steps Up Civil Cyber-Fraud Cases
The Wall Street Journal15d agoneutral
U.S. Steps Up Civil Cyber-Fraud Cases

CYBERSECURITY NEWSLETTER Hello. The Justice Department is urging whistleblowers to report instances of companies engaging in potential cyber fraud. Eight cases of federal contractors flouting cybersecurity rules were settled last year, and more are expected.

Zscaler Q4 Earnings Call Highlights
MarketBeat15d agoneutral
Zscaler Q4 Earnings Call Highlights

Zscaler (NASDAQ:ZS) reported fourth-quarter fiscal 2026 revenue of $898 million, up 25% from a year earlier and 6% sequentially, as the cybersecurity company cited continued demand for its zero-trust platform, data security offerings and AI-related products. Non-GAAP operating income rose 37% year

Jobs Report, Broadcom Earnings: What to Watch the Rest of the Week
The Wall Street Journal17d agoneutral
Jobs Report, Broadcom Earnings: What to Watch the Rest of the Week

Today Earnings (a.m.): Brown-Forman, Ollie’s Bargain Outlet Earnings (p.m.): Broadcom, Hewlett Packard Enterprise, Snowflake, Five Below Economic data: ADP national employment report (August), July durable-goods and factory orders, Federal Reserve Beige Book, EIA weekly petroleum status report Central banks: Bank of Canada interest rate announcement Tomorrow Fed speakers: Fed governor Christopher Waller.

Jobs Report, New Apple CEO: What to Watch This Week
The Wall Street Journal19d agoneutral
Jobs Report, New Apple CEO: What to Watch This Week

Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.

Stocks Mixed Ahead of Fed Chair Warsh
Barchart22d agoneutral
Stocks Mixed Ahead of Fed Chair Warsh

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning
Barrons.com67d agoneutral
Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning

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.