Zscaler Stock Price, News & Analysis

Zscaler (NASDAQ: ZS), a leading cloud security company, has scheduled its third quarter fiscal year 2025 earnings release for Thursday, May 29, 2025, after market close. The company will host an investor conference call at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the quarterly results.

Investors can access the earnings call through a webcast at ir.zscaler.com under the \"Events & Presentations\" section. Alternatively, participants can join via phone by registering for dial-in details. Attendees are advised to join at least 10 minutes before the start time.

Zscaler (NASDAQ: ZS) has released its 2025 Phishing Report, analyzing over 2 billion blocked phishing attempts in 2024. The report reveals a significant shift in cyber attack patterns, with global phishing declining 20% but becoming more targeted and sophisticated through AI exploitation.

Key findings show cybercriminals are now focusing on high-impact business functions, particularly IT, HR, finance, and payroll teams. While phishing decreased 32% in the U.S., emerging markets like Brazil, Hong Kong, and the Netherlands saw increased activity. The report identified 159,148,766 tech support scam hits in 2024.

Popular platforms like Telegram, Steam, and Facebook have become primary vectors for phishing attacks and malware delivery. Criminals are leveraging Generative AI to create convincing phishing lures, fake websites, and deepfake content for social engineering. New scams include impersonating AI tools and assistants to steal credentials and payment data.

Zscaler (NASDAQ: ZS) has released its ThreatLabz 2025 VPN Risk Report, revealing critical security concerns with traditional VPN usage. The study, based on 600+ IT professionals' insights, shows that 56% of organizations consider security and compliance their biggest VPN challenge.

Key findings indicate that 92% of organizations worry about ransomware attacks due to VPN vulnerabilities, while 93% fear backdoor vulnerabilities from third-party VPN connections. The report highlights an 82.5% growth in VPN vulnerabilities from 2020-2024, with 60% rated as high or critical severity.

In response to these challenges, 65% of organizations plan to replace their VPNs within the year, and 81% are moving towards implementing zero trust architecture. The shift comes as VPNs increasingly become liability points for corporate networks, exposing IT assets and sensitive data through over-privileged access and an expanding attack surface.

Zscaler (NASDAQ: ZS) announced the successful deployment of its Zero Trust Exchange™ AI-powered cloud security platform across T-Mobile operations. The implementation, completed in late 2023 within three months, has enabled T-Mobile to retire its traditional VPNs and enhance cybersecurity infrastructure.

The deployment includes several key components:

• Zscaler Internet Access™ (ZIA™) for secure internet access
• Zscaler Private Access™ (ZPA™) replacing traditional VPNs
• Zscaler Deception technology for advanced threat detection
• Zscaler Digital Experience™ (ZDX™) for optimized user experience

The platform ensures that only verified and authorized users and devices can securely access necessary systems, significantly reducing cyber threat risks while enabling efficient resource access for employees regardless of location.

The Harvard Undergraduate Venture Capital Group (VCG) announces its third annual Entrepreneurship Summit scheduled for March 29, 2025, at The Ritz-Carlton in Boston. The event, positioned as the largest undergraduate entrepreneurship and venture capital conference nationwide, will feature over 60 speakers across 12 panels.

Notable keynote speakers include Steve Kaufer, Co-founder and Former CEO of TripAdvisor (NASDAQ: TRIP), Dr. Joel Myers of Accuweather, Rob Hale of Granite Telecommunications, and Ed Baker, Chief Product Officer of Whoop. Advanced track sessions will feature industry leaders from Zscaler, Moderna, Redesign Health, and other prominent organizations.

The summit will cover diverse topics including biotech, AI investing, legal aspects of venture capital, and private equity. The event is supported by major sponsors including Insight Partners, Arnold & Porter, F-Prime, and Valor Capital Group.

Zscaler has released its ThreatLabz 2025 AI Security Report, revealing a dramatic 3,000% year-over-year increase in enterprise AI/ML tool usage. The study, analyzing over 536 billion AI transactions from February to December 2024, shows ChatGPT leading with 45.2% of all AI/ML transactions, while also being the most-blocked application.

Key findings include enterprises blocking 59.9% of AI/ML transactions due to security concerns, with total data sent to AI tools reaching 3,624 TB. The Finance & Insurance sector leads AI adoption (28.4% of transactions), followed by Manufacturing (21.6%), Services (18.5%), Technology (10.1%), and Healthcare (9.6%). The top five countries generating AI/ML transactions are the US, India, UK, Germany, and Japan.

The report highlights emerging threats from agentic AI and DeepSeek, emphasizing the need for Zero Trust security approaches to combat AI-powered cyber threats.

Zscaler (ZS) reported strong Q2 FY2025 financial results with revenue reaching $647.9 million, up 23% year-over-year. The company's calculated billings grew 18% to $742.7 million, while deferred revenue increased 25% to $1,878.5 million.

The company reduced its GAAP net loss to $7.7 million from $28.5 million year-over-year, while non-GAAP net income rose to $127.1 million. Operating cash flow was $179.4 million (27% of revenue), and free cash flow reached $143.4 million (22% of revenue).

For Q3 FY2025, Zscaler expects revenue between $665-667 million and non-GAAP net income per share of $0.75-0.76. The full-year FY2025 guidance projects revenue of $2.640-2.654 billion and calculated billings of $3.153-3.168 billion.

Zscaler (NASDAQ: ZS), the cloud security leader, has announced its management team's participation in several upcoming investor conferences in March 2025. The schedule includes:

• Morgan Stanley Technology, Media and Telecom Conference in San Francisco on March 6, 2025 at 10:00 a.m. PST
• Susquehanna Travel, Tech + Gambling Forum (Virtual) on March 7, 2025
• Loop Capital Markets 2025 Investor Conference (Virtual) on March 10, 2025
• Stifel Technology 2025 Conference in New York City on March 11, 2025
• Cantor Global Technology Conference in New York City on March 12, 2025

Most events will feature one-on-one investor meetings. Webcasted sessions will be accessible through Zscaler's Investor Relations website at ir.zscaler.com.

Zscaler has announced Zscaler Asset Exposure Management, a new application extending its Continuous Threat Exposure Management (CTEM) offerings. This solution addresses the challenge organizations face in maintaining accurate asset inventories and assessing security risks.

Built on Zscaler's Data Fabric for Security, the platform integrates data from hundreds of sources, including Zscaler's cloud security platform that processes over 500 billion security transactions daily. With telemetry from more than 50 million devices using Zscaler agents, the solution provides comprehensive visibility into assets across branches, factories, and multi-cloud environments.

Key capabilities include creating accurate asset inventories, identifying security coverage gaps, enhancing data accuracy, and triggering automated remediation workflows. Combined with Zscaler Risk360 and Unified Vulnerability Management, it offers a comprehensive exposure management solution.