Zscaler
Enterprise zero trust cloud security software and managed services.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Zscaler, Inc.
- Entity type
- COMPANY
- Founded
- 2007
- Headquarters
- United States
- Company size
- >5,000
- Market role
- B2B SaaS Provider
- Ticker
- ZS
- Official website
- zscaler.com
What Zscaler does
Zscaler operates a recurring-revenue enterprise software model built on a globally distributed cloud security platform. It creates value by replacing on-premise network security hardware and fragmented point tools with cloud-delivered access control, traffic inspection, policy enforcement, and data protection. Customers adopt core secure access products first, then expand into additional modules such as digital experience monitoring, data security, and managed detection and response, increasing contract value over time.
Category differentiation
Zscaler is an enterprise cybersecurity SaaS company, not an advertising, martech, or consumer internet platform. It sells zero trust and cloud security software to organisations rather than operating as a general cloud infrastructure provider.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Zscaler, Inc. is a public B2B cloud security software company that sells subscription access to a cloud-native platform for zero trust networking, secure internet access, secure private access, data protection, and digital experience monitoring. Its products are built for enterprise IT, network architecture, cybersecurity, compliance, and operations teams that need to replace legacy VPN, firewall, and web gateway infrastructure with cloud-delivered controls. The company makes money primarily through annual and multi-year SaaS subscriptions, typically priced by users, feature tiers, and platform modules. It also expands revenue through add-on products and managed detection and response services. Zscaler serves large enterprises internationally and has broadened its platform through acquisitions in AI, browser isolation, cloud security posture management, microsegmentation, and managed detection and response.
Company news briefing
Briefing updated:
Zscaler continues to capitalise on its recognition as a Leader in the 2026 Gartner Magic Quadrant for SASE Platforms and Security Service Edge. To address mounting autonomous agentic AI threats—highlighted by recent high-profile breaches—the firm is integrating advanced deception technologies, as demonstrated in its work with American Express Global Business Travel. Furthermore, Zscaler has joined OpenAI's Daybreak Cyber Partner Program to expand its ecosystem and bolster cybersecurity defences against sophisticated AI attacks.
Business model & monetisation
Zscaler monetises through software subscriptions to its cloud platform, with pricing structured around user counts, enabled capabilities, bundled platform tiers, and contract term length. Core services such as ZIA and ZPA are sold as standalone or bundled enterprise subscriptions, while digital experience monitoring and data security capabilities are sold as add-on modules. The company also earns service revenue from managed detection and response and related support offerings.
- Core cloud platform subscriptions
- Software Subscription
- Add-on security modules such as data security and digital experience
- Software Subscription
- Managed detection and response
- Service Fee
- Support and service tiers
- Service Fee
Products & capabilities
No products with linked sources are available in this view.
Products & market categories
Service
Technology
Competitors & alternatives
- Fortinet
Enterprise cybersecurity platform spanning network, cloud and security operations.
- WatchGuard
Unified cybersecurity platform for MSPs and enterprise security teams.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Cybersecurity stock Zscaler's charts turn bullish: Jay Woods
Financials · Recorded impact score: 1/5
In a CNBC Pro segment, technician Jay Woods discusses Zscaler (ZS), a cybersecurity company that has underperformed its sector peers. While CrowdStrike, Fortinet, Okta, and Palo Alto Networks have gained over 100% year-to-date, Zscaler shares fell as much as 65% from 52-week highs and remain down 13% this year. However, Woods observes a bottoming formation on both daily and weekly charts, with a bullish crossover in MACD and a breakout above $195 resistance. He suggests upside targets of $250-$265, representing 25-30% potential upside, with support at $165. The analysis highlights relative rotation within the cybersecurity sector, indicating that laggards like Zscaler may see renewed strength.
- Zscaler (ZS) shares fell as much as 65% from 52-week highs and remain down 13% year-to-date.
- CrowdStrike, Fortinet, Okta, and Palo Alto Networks have each gained over 100% year-to-date.
Investor Steve Grasso buys Cloudflare stock on AI growth
Platform · Recorded impact score: 2/5
CNBC Pro contributor Steve Grasso has purchased shares of Cloudflare, a cybersecurity and network services company, citing its superior growth rate and new opportunities from AI. Grasso notes Cloudflare's revenue grew 36% year-over-year to $696 million in the last quarter, outpacing competitors CrowdStrike and Zscaler. He highlights that existing customers are increasing spending by about 20%, and AI is creating new revenue streams, such as helping companies manage AI bot traffic and using OpenAI models for security. Despite the stock trading at a premium of 40 times sales and being up 68% year-to-date, Grasso believes momentum can continue, though he advises using stop orders to manage risk. The next catalyst is Cloudflare's third-quarter earnings report.
- Cloudflare's revenue grew 36% year-over-year to $696 million in the last quarter.
- Cloudflare's stock is up about 68% this year and recently hit an all-time high.
Zscaler stock rises on earnings beat and upbeat guidance
Financials · Recorded impact score: 2/5
Zscaler reported fiscal fourth-quarter 2026 earnings that beat Wall Street expectations, sending its stock higher. The cloud security company posted adjusted EPS of $1.19, exceeding the $1.09 estimate, and revenue of $898 million, above the $877 million forecast. Revenue jumped 25% year-over-year from $719 million. Annual recurring revenue rose 25% to $3.77 billion, surpassing StreetAccount's $3.75 billion projection. CEO Jay Chaudhry highlighted early momentum for the company's Zero Trust security solution for AI agents, which he expects to accelerate into fiscal 2028 and 2029. The company also issued better-than-expected guidance for the fiscal first quarter and full year. Despite a 20% stock decline this year, management remains confident in its differentiation strategy.
- Zscaler's adjusted EPS was $1.19 vs. $1.09 expected, revenue $898M vs. $877M expected.
- Revenue increased 25% year-over-year to $898M.
Zscaler Recognized as a Leader in Both the 2026 Gartner® Magic Quadrant™ for SASE Platforms and 2026 Magic Quadrant™ for Security Service Edge
Recorded impact score: 4.5/5
Zscaler has been named a Leader in the 2026 Gartner Magic Quadrant for SASE Platforms and Security Service Edge, reinforcing its position in the zero trust security market.
Explore company relationships
Questions about Zscaler
What is Zscaler?
Zscaler is a public enterprise cybersecurity company that provides cloud-native zero trust access, internet security, data protection, and related managed security services.
Who uses Zscaler?
Large enterprises use Zscaler, especially IT, network, security, compliance, and SecOps teams that need to secure users, applications, and data across distributed environments.
How does Zscaler make money?
Zscaler makes money primarily through recurring SaaS subscriptions to its cloud security platform, plus add-on modules, managed detection and response, and support services.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
25 publicly documented primary sources and citations linked across the market graph.
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