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
時価総額
$24.72B
PER (TTM)
-363.0
44.5
配当利回り
--
52週高値
$336.99
52週安値
$140.56
52週レンジ
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
Q2 2026 データ
売上高
$815.75M+0.00%
直近4四半期の推移
EPS
-$0.21+0.00%
直近4四半期の推移
フリーCF
$239.06M+0.00%
直近4四半期の推移
2026 Q2 決算ハイライト
主なハイライト
Six Month Revenue Growth Revenue reached $1.604 B for six months ended Jan 31, 2026, marking a strong 26% increase versus prior year.
Strong Cash Position Maintained Cash and short-term investments totaled $3.362 B as of January 31, 2026, supporting working capital needs.
Major Security Acquisitions Completed Completed Red Canary acquisition for $651.4 M cash, accelerating Agentic AI-driven security innovations.
Annual Recurring Revenue Growth Annual Recurring Revenue (ARR) reached $3.359 B as of January 31, 2026, showing strong subscription momentum.
リスク要因
Continued Operating Losses Net loss widened to $45.9 M for six months ended Jan 31, 2026; expects losses to continue in future.
Operating Expense Increase Total operating expenses grew to $1.316 B for six months, driven by increased headcount and R&D investments.
Cloud Adoption Uncertainty Growth results depend on broad market acceptance of cloud platform; failure to adopt could adversely affect results.
Intellectual Property Litigation Risk Exposure to patent infringement claims and litigation costs could materially harm financial condition and divert resources.
見通し
Investment Focus on Growth Intends to invest significantly in sales/marketing and R&D to enhance platform functionality and expand global customer base.
Foreseeable Loss Expectation Expect to incur net losses for foreseeable future due to ongoing investments in growth, R&D, and legal accruals.
Post-Period Acquisition Activity Acquired SquareX Holdings for approximately $113.0 M cash on February 5, 2026, extending browser capabilities.
Future Capital Requirements May need to raise additional capital through debt or equity financing to fund growth and capital expenditures.
同業比較
売上高 (TTM)
$24.19B
$12.27B
$10.73B
粗利益率 (最新四半期)
85.0%
83.0%
80.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| WDC | $92.32B | 24.7 | 64.2% | 29.8% |
| STX | $83.68B | 41.9 | -889.4% | 51.7% |
| FTNT | $62.05B | 33.5 | 123.6% | 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
6.4%
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5月27日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし