Zeotap vs Zscaler

Snowflake, CDP and the experience layer: a conversation between Zeotap and Glassjaw

New blog post published on Sep 24, 2026 featuring a conversation between Zeotap and Glassjaw about Snowflake, CDP, and the experience layer. The previous featured post about the Open CDP launch has been moved down in the blog listing.

Zeotap launches Open CDP on open-source compute

Zeotap announced Open CDP, a deployment of its composable Customer Data Platform (CDP) that runs entirely on open-source compute (Apache Spark) over the customer's own lakehouse (Apache Iceberg tables on object storage). This architecture eliminates the need for a proprietary warehouse, ensures data sovereignty and residency compliance, and avoids per-credit compute costs. The platform supports bring-your-own-catalog with integrations including Databricks Unity Catalog, Google Cloud, Snowflake, and open-source Unity Catalog. Deployment can be fully managed by Zeotap or operated by the customer or a partner. Open CDP targets regulated B2C enterprises in telecommunications, retail, and financial services that require high-volume processing and strict data residency.

• Zeotap launched Open CDP, a composable CDP running on Apache Spark and Iceberg tables.
• Open CDP uses the customer's own object storage and catalog, with no proprietary warehouse.
• Supports Databricks Unity Catalog, Google Cloud, Snowflake, and open-source Unity Catalog.

Cybersecurity stock Zscaler's charts turn bullish: Jay Woods

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.
• Jay Woods identifies a bullish double bottom formation on Zscaler's weekly chart.

Investor Steve Grasso buys Cloudflare stock on AI growth

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.
• Cloudflare trades at roughly 40 times sales, higher than cybersecurity peers.

Zscaler stock rises on earnings beat and upbeat guidance

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.
• Annual recurring revenue rose 25% to $3.77B.