Zscaler Azione Forum

Hello everyone,

I am currently considering leaving my position at $PYPL (+3%) and move more into cybersecurity like $ZS (-0,19%) or $PANW (+1,75%) to invest.

Do you have any alternatives or which company in this sector would you choose?

$ZS (-0,19%) - Zscaler - Short

✅ Next stop - 126,26€

$ADBE (-0,7%) - Adobe - Long

✅ Next stop - 577,20€

$ABNB (-6,51%) - Airbnb- Short

✅ Next stop - 94,70€

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Earnings next week 🗓️

$ZS (-0,19%)

$GTLB (+2,73%)

$ASAN (+0,38%)

$DKS (+2,27%)

$AI (+0,87%)

$HPE (+4,52%)

$NIO

$AVGO (+1,15%)

$PATH (-0,49%)

$IOT

$DOCU (+4,14%)

$BRZE (-0,49%)

Which cybersecurity companies do you think will dominate in 5 years?

$CRWD (+0,55%)
$FTNT (+17,41%)
$PANW (+1,75%)
$S (+0,39%)
$ZS (-0,19%)
$MSFT (+0,15%)
$GOOGL (-0,6%)
$CSCO (+0,48%) .....

How large companies fit into the ecosystem:

How some of the largest security companies in the world fit into the ecosystem. All of these companies offer products across the security ecosystem and strive to provide security platforms on which customers can consolidate.

$PANW (+1,75%) - Palo Alto Networks

Palo Alto is the largest pure-play cybersecurity company in the world, both by market capitalization and revenue. Their core product is network firewalls (hardware and software); they have significantly expanded their portfolio through an aggressive acquisition strategy. Their goal is to be the consolidator for cybersecurity, and they continue to show progress towards that goal.

Palo Alto has four main solution areas: Strata (Network), Prisma (Cloud, Access), Cortex (Endpoint, SecOps) and Unit 42 (Managed Services). The only area in which they do not compete is Identity. They have achieved a turnover of 7.5 billion dollars in the last 12 months.

$FTNT (+17,41%) - Fortinet:

Fortinet is the second largest pure-play cybersecurity company by revenue. Like Palo Alto, their core product is the firewall (both hardware and software). Fortinet is still primarily a network security company (60-70% of revenue) and is focused on providing a strong SASE (Secure access service edge) product for growth. Apart from that, they have an extensive portfolio of security products including cloud security, app security, data security and managed services. Fortinet has achieved a turnover of 5.3 billion dollars in the last 12 months.

$CRWD (+0,55%) - Crowdstrike:

Crowdstrike's core product is endpoint security; they are another example of being able to expand to a platform. In endpoint security, they are one of the two market leaders (Microsoft is the other). In cloud and software security, they have a unified platform for posture management, workload protection and app protection. They offer a data protection suite as well as services for security operations. They do not offer Identity & Access Management, but they do offer identity security that protects other IAM (Identity & Access Management) products.

Their product is based on a unified data layer. CEO George Kurtz explained that the

true value comes from centralizing data, using AI/ML to detect threats and anomalies, and responding to those threats. This value can be continually delivered through new products that give us the overall roadmap for how CrowdStrike expands in the future. CrowdStrike has generated $2.8 billion in revenue in the last 12 months.

$MSFT (+0,15%) - Microsoft:

In January 2021, Microsoft surpassed 10 billion dollars in security revenue. Just two years later, Microsoft announced that they had surpassed 20 billion dollars in revenue from Microsoft security.

Microsoft has 6 main segments of its cybersecurity portfolio: Microsoft Defender, Microsoft Sentinel, Microsoft Entra, Microsoft InTune, Microsoft Priva and Microsoft Purview. Defender (Cloud, Apps, Endpoint, IoT) is Microsoft's security product across all solution areas. Sentinel is a SIEM/SOAR solution. (SOAR = Security Orchestration, Automation, and Response) (SIEM = Security Information and Event Management) Entra is Microsoft's IAM solution (market leader by market share). InTune is a unified endpoint management tool. Priva covers data protection and compliance. Finally, Purview is a data governance tool.

$CSCO (+0,48%) - Cisco Systems:

Cisco has an impressive collection of security products; with the acquisition of Splunk, it became one of the largest security companies in the world. In FY2023, Cisco generated ~$4 billion in security revenue, while Splunk had $3.7 billion in ARR at the end of the same quarter. Together, this puts Cisco in the same revenue range as Palo Alto.

Cisco's core security strength comes from its massive networking business. They have also expanded into cloud, endpoint and SASE. Splunk brings a strong SecOps presence with SIEM, SOAR and analytics. It will be interesting to see what synergies Cisco can further create between the two companies.

$GOOGL (-0,6%) - Google:

One of Google's main goals is to be the go-to cloud for security, and they have done an impressive job building their portfolio. They offer network security with load balancing, cloud firewalls and secure web proxies. GCP (Google Cloud Platform) offers several services for data protection (building on their strength as a data company). They also focus on securing DevOps with several SecDevOps tools.

In 2022, Google completed the acquisition of Mandiant for $5.4 billion, which strengthened GCP's managed services offering (in addition to other products). Combined with their data governance, observability and SIEM/SOAR solution, it makes GCP a formidable player in the security space. It will be interesting to see what revenue figures management reveals for security in the future.

Does anyone have news about $ZS (-0,19%) ? Why the minus today?

Hello dear getquin community,

at $CRWD (+0,55%) I luckily hit the bottom and am now sitting on a profit of over 200%.

Regarding my portfolio, I am (for the size of my portfolio) quite well positioned in the cybersecurity sector with 9- $ZS (-0,19%) (which are also massively up). So my question is: how do you see the future of the company and would you, in my situation, expand the position further if the opportunity arose or realize the profits and invest them in another niche.

I was possibly thinking of adding Daikin Industries, as I see the bottom there as having been reached and find the share very interesting for diversification. Of course, I can also take up the share without realizing my profits with CRWD.

I look forward to your comments

Best regards

Share analysis/share presentation ⬇️

Today we are talking about the company Zscaler: $ZS (-0,19%)

What is Zscaler and what does it do?

Zscaler is a company that specializes in cloud-based security solutions. They help companies protect their networks and data from threats by routing traffic through their cloud platform and providing security features. This means that they help companies surf the internet safely and protect their data.

Market capitalization:

Zscaler currently has a market capitalization of around 22.7 billion euros.

Strengths of the share:

Some of Zscaler's strengths:

- Cloud-based security: Zscaler offers an innovative cloud platform that allows organizations to easily deploy and scale their security solutions.

- Comprehensive security features: The company offers a wide range of security features, including web and email security, secure access control and data loss prevention.

- Global network: Zscaler has a worldwide network of data centers that allows businesses to access their services quickly and securely, regardless of their location.

- Visibility and control: Through its security solutions, Zscaler provides organizations with visibility and control over their Internet traffic, making it easier to detect and combat threats.

- Scalability and flexibility: Zscaler's solutions are scalable and flexible, allowing organizations to adapt their security infrastructure to their changing needs.

Share Weaknesses:

Here are some weaknesses of Zscaler:

- Dependence on internet connection: Since Zscaler offers cloud-based security solutions, organizations are heavily dependent on a reliable internet connection to access its services.

- Privacy concerns: As Zscaler monitors all of its customers' internet traffic, privacy concerns could arise, particularly in relation to the confidentiality of the data transmitted.

- Cost: Zscaler solutions can be costly to implement, especially for smaller organizations that may have limited budgets.

- Complexity: Some organizations may find the complexity of implementing and managing cloud-based security solutions like Zscaler's challenging.

- Limited customization options: Because Zscaler offers standardized security solutions, businesses that require specific customization may find limitations in meeting their unique needs.

A little more about the business model:

Zscaler's business model is based on providing cloud-based security solutions to organizations. Zscaler offers a platform that enables companies to secure and monitor all their internet traffic via the cloud. The company adopts a "zero trust" security strategy, where all traffic, regardless of its source, is considered potentially insecure.

Zscaler offers various security services such as web and email security, secure access to applications and data, and threat prevention. By using Zscaler, organizations can consolidate their security infrastructure, improve performance and reduce costs.

Zscaler's business model is based on a subscription model where customers pay regularly for the use of cloud security services. The company takes a customer-centric approach to meet the specific needs of its customers and help them overcome their security challenges.

Zscaler differentiates itself by focusing on cloud-based security solutions that offer scalability, flexibility and effectiveness. The company strives to provide its customers with a comprehensive security solution that helps them detect, block and respond to threats to protect their digital assets and ensure the security of their network.

A little more about the industry:

The industry Zscaler is in is focused on providing cloud security solutions for organizations. This industry, also known as the cybersecurity industry, aims to protect organizations from cyberthreats by providing advanced technologies and services. Companies like Zscaler play a crucial role in developing and implementing security solutions that enable organizations to protect their data and systems from attacks and ensure compliance with security standards. The industry is constantly evolving to address the changing threat landscape and provide innovative security solutions.

When and where was Zscaler founded?

Zscaler was founded in 2008 by Jay Chaudhry, an experienced entrepreneur. The company was founded in California, USA. Since its inception, Zscaler has grown to become a leading provider of cloud security solutions that help organizations worldwide protect their digital assets and defend against cyber threats. Zscaler's vision is to provide innovative security technologies that help organizations strengthen their security infrastructure and ensure the protection of their data.

Szcaler's goal:

Zscaler's goal is to protect organizations from cyber threats through innovative cloud security solutions. The company strives to help its customers secure their digital assets and effectively defend against cyberattacks. Zscaler relies on advanced technologies to help companies protect their data and systems and comply with security standards. By continuously evolving and adapting to the changing threat landscape, Zscaler strives to be a leader in the delivery of cybersecurity solutions.

Your opinion:

Now I would like to hear your opinion on this stock in the comments.

I personally find the company very interesting and will continue to monitor it. It was an unknown company to me until recently, but that's exactly why I wanted to introduce the share to you.

What do you think of Zscaler and were you already familiar with this company?

Do you already have the share in your portfolio?

Please let me know in the comments.

Of course, this is not investment advice but just my own opinion that I would like to share with you.

Which cybersecurity stock do you think has the deepest moat?

I honestly understand the difference between

$AKAM (-7,3%)
$ZS (-0,19%)
$NET (+3,83%)
$CRWD (+0,55%)
$PANW (+1,75%)

and $FTNT (+17,41%) not quite.

I personally opted for Fortinet because its fundamentals look the healthiest.

Hey dear Getquin - Members,

I would like to know which stocks you have invested in for the long term, depending on how the situation changes, but let's start from the current situation and situation.

The stocks I am leaving in for the time being are

• NVIDIA $NVDA (-0,03%)
  
• SAP $SAP (-0,4%)
  
• AbbVie $ABBV (+1,03%)
  
• Zscaler $ZS (-0,19%)
  

Have a wonderful day 🍀✨