Zscaler vs Zylo

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.

AI-Native Software Spend Surges 334% as Pressure Mounts to Bring AI Costs Under Control

Zylo's news page now features a new press release dated September 23, 2026, reporting a 334% surge in AI-native software spend and the growing pressure to manage AI costs.

SaaS Offboarding Automation: What Zylo Actually Automates

New blog post published on September 28, 2026, detailing Zylo's SaaS offboarding automation capabilities.

CX Stacks Fail Despite Record Martech Spend, Data Shows

Organizations are spending record amounts on marketing technology, yet customer experience (CX) is deteriorating. Citing Zylo's 2026 SaaS Management Index, the article reveals that 36% of software licenses go unused, wasting an average of $19.8 million per year per organization. Business units control 81% of software spend while IT manages just 15%, creating a governance vacuum. Gartner's 2025 survey found only 49% of stack tools are actively used. Salesforce research shows 55% of customers feel they deal with separate departments, and 56% repeat information to different reps, making disconnected experiences the top customer frustration. The article advocates for feature-level audits, activation before acquisition, measuring the 'toggle tax' (employees switch apps ~1,200 times daily), building a single customer truth, appointing a single stack owner, tying renewals to outcomes, and reporting stack health to the board.

• Zylo's 2026 SaaS Management Index found 36% of software licenses unused, wasting $19.8 million per organization per year.
• Business units control 81% of software spend; IT manages only 15%.
• Gartner's 2025 Marketing Technology Survey found only 49% of stack tools are actively used, and 15% of organizations qualify as high performers.