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Zscaler, Inc.

Zscaler, Inc.

NASDAQ•ZS
CEO: Mr. Jagtar Singh Chaudhry
セクター: Technology
業種: Software - Infrastructure
上場日: 2018-03-16
Zscaler, Inc. operates as a cloud security company worldwide. The company offers Zscaler Internet Access solution that provides users, workloads, IoT, and OT devices secure access to externally managed applications, including software-as-a-service (SaaS) applications and internet destinations; and Zscaler Private Access solution, which is designed to provide access to managed applications hosted internally in data centers, and private or public clouds. It also provides Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy-to-understand digital experience score for each user, application, and location within an enterprise. In addition, the company offers Posture Control solutions comprising cloud applications and workload data security to protect data in public cloud environments; and Cloud Infrastructure Entitlement Management that provides deep granularity into identity and privilege access management. Further, it provides Workload Segmentation solutions that secures application-to-application communications inside public clouds and data centers; and Zero Trust Device Segmentation solutions that offers agentless segmentation for enterprise IT and OT environments, as well as Zero Trust SD-WAN solutions. Its platform modules include Zscaler Central Authority, Zscaler Enforcement Node, and Zscaler Log Servers. The company serves customers in airlines and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries. The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc. in August 2008. Zscaler, Inc. was incorporated in 2007 and is headquartered in San Jose, California.
連絡先情報
120 Holger Way, San Jose, CA, 95134, United States
408-533-0288
www.zscaler.com
時価総額
$27.52B
PER (TTM)
-666.9
40
配当利回り
--
52週高値
$336.99
52週安値
$162.87
52週レンジ
6%
順位52Top 73.5%
2.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$788.11M+25.50%
直近4四半期の推移

EPS

-$0.07-11.39%
直近4四半期の推移

フリーCF

$413.30M+41.60%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

Quarterly Revenue Jumps 26% Revenue reached $788.1M for the quarter, driven by 26% growth, primarily from existing customer expansion.
Strong Customer Retention Metrics Dollar-based net retention rate hit 115% for trailing twelve months, indicating strong recurring revenue expansion success.
Free Cash Flow Margin Improves Free cash flow was $413.3M, achieving a 52% margin, up from 46% reported in the prior year period.
Strategic Acquisitions Completed Closed Red Canary for $651.4M cash and SPLXAI for $40.6M cash during the reporting period.

リスク要因

History of Operating Losses Incurred net losses in all periods; accumulated deficit stands at $1.201B as of October 31, 2025.
Intense Market Competition Risks Face intense competition requiring continuous investment to maintain platform relevance and market share against rivals.
Reliance on Third-Party Infrastructure Business relies on external data centers; disruptions from natural disasters or cyberattacks pose material operational risks.
Key Personnel Dependency Concerns Future vision heavily dependent on CEO Jay Chaudhry; loss of key employees could hinder strategic execution.

見通し

Continued Investment in Growth Expect continued absolute dollar increases in Sales/Marketing and R&D to drive future revenue growth opportunities.
Liquidity Position Remains Strong Existing cash, equivalents, and investments totaling $3.32B sufficient for next 12 months operating needs.
Integrating Recent Business Acquisitions Focus on integrating Red Canary and SPLXAI technologies into AI Security offerings for anticipated operational synergy.
Potential NOL Utilization Limits Ability to use $1.057B U.S. federal Net Operating Loss carryforwards may be limited by ownership changes.

同業比較

売上高 (TTM)

Block, Inc.XYZ
$23.97B
+0.5%
NXP Semiconductors N.V.NXPI
$12.27B
-2.7%
Western Digital CorporationWDC
$10.73B
+4.7%

粗利益率 (最新四半期)

Atlassian CorporationTEAM
85.0%
+0.3pp
Fair Isaac CorporationFICO
83.0%
+2.8pp
Datadog, Inc.DDOG
80.4%
+0.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
WDC$96.32B25.864.2%29.8%
STX$90.71B45.4-889.4%51.7%
FTNT$62.60B32.8123.6%9.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.7%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月26日
|
EPS:$0.89
|
売上高:$798.92M
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q1 2026

    会計期末: 2025年10月31日|提出日: 2025年11月25日|
    売上高: $788.11M+25.5%
    |
    EPS: $-0.07-11.4%
    予想を下回る
  • Form 10-K - FY 2025

    会計期末: 2025年7月31日|提出日: 2025年9月11日|
    売上高: $2.67B+23.3%
    |
    EPS: $-0.27+30.8%
    予想を下回る
  • Form 10-Q - Q3 2025

    会計期末: 2025年4月30日|提出日: 2025年5月29日|
    売上高: $678.03M+22.6%
    |
    EPS: $-0.03-120.5%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年1月31日|提出日: 2025年3月10日|
    売上高: $647.90M+23.4%
    |
    EPS: $-0.05-73.5%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2024年10月31日|提出日: 2024年12月5日|
    売上高: $627.96M+26.4%
    |
    EPS: $-0.08-65.7%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年7月31日|提出日: 2024年9月12日|
    売上高: $2.17B+34.1%
    |
    EPS: $-0.39+72.1%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年4月30日|提出日: 2024年6月7日|
    売上高: $553.20M+32.1%
    |
    EPS: $0.13-140.6%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年1月31日|提出日: 2024年3月6日|
    売上高: $525.00M+35.4%
    |
    EPS: $-0.19-52.5%
    予想を下回る