2Monยท

$ZS (+0.73%) | Zscaler Q4 Earnings Highlights:


๐Ÿ”น Revenue: $592.9M (Est. $567.46M) ๐ŸŸข; UP +30% YoY

๐Ÿ”น EPS: $0.88 (Est. $0.70) ๐ŸŸข


FY2025 Guidance:ย 

๐Ÿ”น Revenue: $2.60B-$2.62B (Est. $2.62B) ๐ŸŸก

๐Ÿ”น EPS: $2.81-$2.87 (Est. $3.01) ๐Ÿ”ด

๐Ÿ”น Calculated Billings: $3.11B-$3.14B


Q1 Guidance:ย 

๐Ÿ”น Revenue: $604M-$606M (Est. $603M) ๐ŸŸข

๐Ÿ”น EPS: $0.62-$0.63 (Est. $0.73) ๐Ÿ”ด


Other Key Non-GAAP Metrics:ย 

๐Ÿ”น Operating Margin: 22% (Est. 19.3%) ๐ŸŸข

๐Ÿ”น Calculated Billings: $910.8M; UP +27% YoY

๐Ÿ”น Deferred Revenue: $1.90B; UP +32% YoY

๐Ÿ”น Free Cash Flow: $136.3M; 23% of revenue

๐Ÿ”น Cash from Operations: $203.6M; 34% of revenue

๐Ÿ”น Gross Margin: 80.2%

๐Ÿ”น Cash, Cash Equivalents, and Short-Term Investments: $2.41B


CEO Jay Chaudhry's Commentary:ย 

๐Ÿ”ธ "We ended a successful Fiscal 2024 with Q4 results exceeding the high end of our guidance across all metrics. Customers' adoption of our Zero Trust Exchange platform is stronger than ever, and Iโ€™m thrilled to share that we have achieved a major milestone with our cloud platform surpassing over half a trillion transactions daily. I'm excited about the year ahead, as we enter Fiscal 2025 with a strong go-to-market machine and a high pace of innovation."


Recent Business Highlights:ย 

๐Ÿ”ธ Surpassed half a trillion daily transactions, demonstrating leadership in Zero Trust cloud security.ย 

๐Ÿ”ธ Released Zscaler ThreatLabz 2024 Ransomware Report, highlighting an 18% YoY increase in ransomware attacks.ย 

๐Ÿ”ธ Collaborated with Google Chrome Enterprise and NVIDIA to enhance AI-driven security solutions and expand capabilities in private access and data protection.

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