$ZS (+1,51 %) | Zscaler Q4 Earnings Highlights:
🔹 Revenue: $592.9M (Est. $567.46M) 🟢; UP +30% YoY
🔹 EPS: $0.88 (Est. $0.70) 🟢
FY2025 Guidance:
🔹 Revenue: $2.60B-$2.62B (Est. $2.62B) 🟡
🔹 EPS: $2.81-$2.87 (Est. $3.01) 🔴
🔹 Calculated Billings: $3.11B-$3.14B
Q1 Guidance:
🔹 Revenue: $604M-$606M (Est. $603M) 🟢
🔹 EPS: $0.62-$0.63 (Est. $0.73) 🔴
Other Key Non-GAAP Metrics:
🔹 Operating Margin: 22% (Est. 19.3%) 🟢
🔹 Calculated Billings: $910.8M; UP +27% YoY
🔹 Deferred Revenue: $1.90B; UP +32% YoY
🔹 Free Cash Flow: $136.3M; 23% of revenue
🔹 Cash from Operations: $203.6M; 34% of revenue
🔹 Gross Margin: 80.2%
🔹 Cash, Cash Equivalents, and Short-Term Investments: $2.41B
CEO Jay Chaudhry's Commentary:
🔸 "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 I’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:
🔸 Surpassed half a trillion daily transactions, demonstrating leadership in Zero Trust cloud security.
🔸 Released Zscaler ThreatLabz 2024 Ransomware Report, highlighting an 18% YoY increase in ransomware attacks.
🔸 Collaborated with Google Chrome Enterprise and NVIDIA to enhance AI-driven security solutions and expand capabilities in private access and data protection.